Purchases and Sales Made in Q1 2024 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.77MNew |
$94.2M - $96.8M
|
3.77M
$95.2M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.95M+ 42.13% |
$73.7M - $75.7M
|
9.95M
$251M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.59M+ 12.79% |
$64.6M - $66.4M
|
22.8M
$576M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.78M+ 17.09% |
$44.5M - $45.7M
|
12.2M
$308M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.47M+ 6439.9% |
$36.8M - $37.8M
|
1.49M
$37.7M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.07M+ 47.2% |
$26.6M - $27.3M
|
3.32M
$83.9M
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.03MNew |
$25.7M - $26.4M
|
1.03M
$25.9M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
850KNew |
$21.2M - $21.8M
|
850K
$21.5M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
740K+ 140.62% |
$18.5M - $19M
|
1.27M
$32M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
686K+ 259.5% |
$17.1M - $17.6M
|
951K
$24M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
627K+ 72.7% |
$15.7M - $16.1M
|
1.49M
$37.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
493K+ 125.15% |
$12.3M - $12.7M
|
888K
$22.4M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
439K+ 181.62% |
$11M - $11.3M
|
680K
$17.2M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
369K+ 17.09% |
$9.21M - $9.46M
|
2.52M
$63.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
334K+ 172.18% |
$8.35M - $8.58M
|
528K
$13.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
327K+ 2254.06% |
$8.16M - $8.39M
|
341K
$8.61M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
318K+ 4.57% |
$7.94M - $8.16M
|
7.28M
$184M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
318K+ 4.57% |
$7.94M - $8.16M
|
7.28M
$184M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
294KNew |
$7.34M - $7.54M
|
294K
$7.42M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
287KNew |
$7.16M - $7.36M
|
287K
$7.24M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
286KNew |
$7.16M - $7.35M
|
286K
$7.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
272K+ 41.97% |
$6.81M - $6.99M
|
921K
$23.3M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
243K+ 26.98% |
$6.07M - $6.23M
|
1.14M
$28.8M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
236K+ 2.82% |
$5.89M - $6.05M
|
8.58M
$217M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
187K+ 16.43% |
$4.67M - $4.8M
|
1.33M
$33.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
183K+ 10.15% |
$4.58M - $4.71M
|
1.99M
$50.3M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
183K+ 27.75% |
$4.58M - $4.7M
|
843K
$21.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
178K+ 10.06% |
$4.45M - $4.57M
|
1.95M
$49.2M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
173K+ 16.13% |
$4.33M - $4.45M
|
1.25M
$31.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
170K+ 28.4% |
$4.25M - $4.37M
|
769K
$19.4M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
166K+ 5.96% |
$4.15M - $4.26M
|
2.95M
$74.5M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
149K+ 9.56% |
$3.74M - $3.84M
|
1.71M
$43.3M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
142K+ 9.64% |
$3.55M - $3.64M
|
1.61M
$40.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
141K+ 272.72% |
$3.53M - $3.63M
|
193K
$4.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
128K+ 85.2% |
$3.2M - $3.29M
|
279K
$7.03M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
119K+ 4.28% |
$2.98M - $3.06M
|
2.91M
$73.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
117K+ 5.63% |
$2.93M - $3.01M
|
2.2M
$55.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
106K+ 15.6% |
$2.64M - $2.71M
|
783K
$19.8M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
105KNew |
$2.62M - $2.69M
|
105K
$2.65M
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
102K+ 25.4% |
$2.54M - $2.61M
|
502K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
93.1K+ 13.78% |
$2.33M - $2.39M
|
769K
$19.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
85.9K+ 106.78% |
$2.15M - $2.21M
|
166K
$4.2M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
85.3K+ 181.1% |
$2.13M - $2.19M
|
132K
$3.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
85.1KNew |
$2.13M - $2.19M
|
85.1K
$2.15M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
85.1K+ 5.36% |
$2.13M - $2.18M
|
1.67M
$42.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
82.6K+ 9.22% |
$2.06M - $2.12M
|
979K
$24.7M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
79.9KNew |
$2M - $2.05M
|
79.9K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
74.8K+ 9.73% |
$1.87M - $1.92M
|
843K
$21.3M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
73.5K+ 45.39% |
$1.84M - $1.89M
|
235K
$5.94M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
68.4KNew |
$1.71M - $1.76M
|
68.4K
$1.73M
|