Purchases and Sales Made in Q4 2022 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
126K+ 24.92% |
$3.04M - $3.24M
|
629K
$15.8M
|
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
112KNew |
$2.71M - $2.89M
|
112K
$2.81M
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
109K+ 52.88% |
$2.63M - $2.81M
|
314K
$7.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
108K+ 41.09% |
$2.61M - $2.79M
|
370K
$9.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
107K+ 180.32% |
$2.59M - $2.77M
|
166K
$4.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
107KNew |
$2.58M - $2.75M
|
107K
$2.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
106K+ 18.82% |
$2.58M - $2.75M
|
671K
$16.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
104KNew |
$2.53M - $2.7M
|
104K
$2.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
103K+ 710.78% |
$2.51M - $2.67M
|
118K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
98.7K+ 30.12% |
$2.39M - $2.55M
|
426K
$10.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
95.9K+ 3.61% |
$2.33M - $2.48M
|
2.75M
$69.2M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
94.2KNew |
$2.28M - $2.44M
|
94.2K
$2.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
93.5K+ 1.44% |
$2.27M - $2.42M
|
6.59M
$166M
|
|
|
Feb 10, 2023
Q4 2022
|
Compass Financial Group, Inc.
|
BUY
|
- |
93.4K+ 613.99% |
$2.26M - $2.41M
|
109K
$2.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
85K+ 297.74% |
$2.06M - $2.2M
|
114K
$2.86M
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
84.8KNew |
$2.06M - $2.19M
|
84.8K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
83.2K+ 8.08% |
$2.02M - $2.15M
|
1.11M
$28M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
80.7KNew |
$1.96M - $2.09M
|
80.7K
$2.03M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
79KNew |
$1.92M - $2.04M
|
79K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
78.1K+ 27.31% |
$1.89M - $2.02M
|
364K
$9.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
76.5K+ 6.05% |
$1.86M - $1.98M
|
1.34M
$33.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
74.3K+ 98.08% |
$1.8M - $1.92M
|
150K
$3.78M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
74K+ 3.88% |
$1.8M - $1.91M
|
1.98M
$49.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
69.8K+ 7.49% |
$1.69M - $1.8M
|
1M
$25.2M
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
68.9K+ 42.8% |
$1.67M - $1.78M
|
230K
$5.78M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
66.5K+ 8.78% |
$1.61M - $1.72M
|
824K
$20.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
63.2K+ 49.57% |
$1.53M - $1.63M
|
191K
$4.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
61K+ 245.54% |
$1.48M - $1.58M
|
85.9K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58K+ 6.81% |
$1.41M - $1.5M
|
910K
$22.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
57.3K+ 67.43% |
$1.39M - $1.48M
|
142K
$3.58M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.7K+ 329.99% |
$1.33M - $1.42M
|
71.3K
$1.79M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
54.3K+ 20.38% |
$1.32M - $1.4M
|
321K
$8.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
54K+ 189.45% |
$1.31M - $1.4M
|
82.6K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
54K+ 189.45% |
$1.31M - $1.4M
|
82.6K
$2.08M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
52.9K+ 29.58% |
$1.28M - $1.37M
|
232K
$5.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
51.6K+ 4.48% |
$1.25M - $1.33M
|
1.2M
$30.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
49K+ 53.28% |
$1.19M - $1.27M
|
141K
$3.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.2K+ 45.47% |
$1.12M - $1.19M
|
148K
$3.71M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
44.1K+ 178.51% |
$1.07M - $1.14M
|
68.8K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
41KNew |
$994K - $1.06M
|
41K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
40.8KNew |
$989K - $1.05M
|
40.8K
$1.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
39.2K+ 2905.93% |
$951K - $1.01M
|
40.6K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
37.5KNew |
$909K - $969K
|
37.5K
$943K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
37.2K+ 51.1% |
$903K - $963K
|
110K
$2.77M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
36.7K+ 63.67% |
$889K - $947K
|
94.2K
$2.37M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
35.8KNew |
$867K - $925K
|
35.8K
$900K
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
35.1KNew |
$852K - $909K
|
35.1K
$884K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
34.9K+ 39.78% |
$846K - $902K
|
123K
$3.08M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
33.4K+ 57.62% |
$810K - $863K
|
91.3K
$2.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.2K+ 30.11% |
$804K - $857K
|
143K
$3.6M
|