Purchases and Sales Made in Q1 2022 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO AGGREGATE BOND .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.8KNew |
$380K - $407K
|
13.8K
$347K
|
|
Apr 26, 2022
Q1 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
13.7KNew |
$376K - $402K
|
13.7K
$343K
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
13.3KNew |
$367K - $393K
|
13.3K
$335K
|
|
Nov 19, 2024
Q1 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
13.1K+ 11.24% |
$361K - $386K
|
130K
$3.26M
|
|
Apr 19, 2022
Q1 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
12.7KNew |
$350K - $374K
|
12.7K
$319K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.6K+ 18.61% |
$347K - $371K
|
80.2K
$2.02M
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
12.4K+ 3.3% |
$341K - $365K
|
387K
$9.73M
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
12.3KNew |
$339K - $362K
|
12.3K
$309K
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12.1K+ 7.47% |
$333K - $356K
|
174K
$4.37M
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12KNew |
$331K - $355K
|
12K
$302K
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
11.9K+ 4.57% |
$329K - $351K
|
273K
$6.86M
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
11.6K+ 30.59% |
$318K - $340K
|
49.3K
$1.24M
|
|
Apr 13, 2022
Q1 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
11.1KNew |
$306K - $327K
|
11.1K
$279K
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
10.5K+ 3.97% |
$289K - $309K
|
275K
$6.9M
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
10.4K+ 5.13% |
$287K - $307K
|
213K
$5.36M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.78K+ 9.34% |
$269K - $288K
|
115K
$2.88M
|
|
Apr 07, 2022
Q1 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
9.56K+ 1.74% |
$263K - $282K
|
558K
$14M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.36K+ 7.1% |
$258K - $276K
|
141K
$3.55M
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
9.06KNew |
$249K - $267K
|
9.06K
$227K
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
8.92K+ 2.95% |
$246K - $263K
|
312K
$7.83M
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
8.75K+ 5.38% |
$241K - $258K
|
171K
$4.31M
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.5K+ 124.37% |
$234K - $250K
|
15.3K
$385K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
8.31K+ 52.64% |
$229K - $245K
|
24.1K
$605K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
8.27KNew |
$228K - $244K
|
8.27K
$208K
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
8.02KNew |
$221K - $236K
|
8.02K
$202K
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
7.96K+ 4.07% |
$219K - $234K
|
204K
$5.11M
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7.6K+ 11.53% |
$209K - $224K
|
73.5K
$1.85M
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
7.53KNew |
$207K - $222K
|
7.53K
$189K
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
7.29K+ 36.98% |
$201K - $215K
|
27K
$679K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.24KNew |
$199K - $213K
|
7.24K
$182K
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.14K+ 3.04% |
$196K - $210K
|
242K
$6.08M
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6.49K+ 93.09% |
$179K - $191K
|
13.5K
$338K
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
6.47K+ 1.02% |
$178K - $191K
|
640K
$16.1M
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
6.15K+ 3.12% |
$169K - $181K
|
203K
$5.1M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.14K+ 5.75% |
$169K - $181K
|
113K
$2.84M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.24KNew |
$144K - $154K
|
5.24K
$132K
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.92K+ 2.31% |
$136K - $145K
|
218K
$5.47M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.71K+ 13.36% |
$130K - $139K
|
40K
$1M
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
4.63K+ 0.42% |
$128K - $136K
|
1.11M
$27.9M
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.17K+ 3.13% |
$115K - $123K
|
137K
$3.44M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.93K+ 17.66% |
$108K - $116K
|
26.2K
$658K
|
|
May 13, 2022
Q1 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
3.89K+ 5.57% |
$107K - $115K
|
73.7K
$1.85M
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.85K+ 11.09% |
$106K - $113K
|
38.5K
$968K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.74K+ 0.5% |
$103K - $110K
|
757K
$19M
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.62K+ 2.28% |
$99.8K - $107K
|
162K
$4.08M
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.44KNew |
$94.6K - $101K
|
3.44K
$86.3K
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.88K+ 0.58% |
$79.3K - $84.9K
|
498K
$12.5M
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.73K+ 2.75% |
$75.3K - $80.5K
|
102K
$2.57M
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
2.73K+ 2.8% |
$75.1K - $80.4K
|
100K
$2.52M
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.49K+ 19.06% |
$68.6K - $73.4K
|
15.6K
$391K
|