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 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
67.7KNew |
$1.69M - $1.74M
|
67.7K
$1.71M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
67.3K+ 8.16% |
$1.68M - $1.73M
|
892K
$22.5M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
66.2K+ 2.69% |
$1.65M - $1.7M
|
2.52M
$63.7M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
56.2K+ 184.55% |
$1.4M - $1.44M
|
86.7K
$2.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
55.2KNew |
$1.38M - $1.42M
|
55.2K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
52.6K+ 21.52% |
$1.31M - $1.35M
|
297K
$7.49M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
52.2K+ 3.67% |
$1.31M - $1.34M
|
1.47M
$37.2M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
49.3K+ 10.89% |
$1.23M - $1.27M
|
502K
$12.7M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
48.1K+ 45.04% |
$1.2M - $1.23M
|
155K
$3.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
45.6K+ 2.43% |
$1.14M - $1.17M
|
1.92M
$48.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
43.9KNew |
$1.1M - $1.13M
|
43.9K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
43.2K+ 8.13% |
$1.08M - $1.11M
|
575K
$14.5M
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
42.3K+ 4.23% |
$1.06M - $1.09M
|
1.04M
$26.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42K+ 6.51% |
$1.05M - $1.08M
|
687K
$17.3M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
41.8K+ 12.95% |
$1.04M - $1.07M
|
364K
$9.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
41.4K+ 5.05% |
$1.03M - $1.06M
|
862K
$21.8M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
40.8K+ 3.55% |
$1.02M - $1.05M
|
1.19M
$30M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
40.2K+ 10.41% |
$1M - $1.03M
|
426K
$10.8M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
39.7KNew |
$993K - $1.02M
|
39.7K
$1M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
38.5K+ 4.8% |
$961K - $987K
|
839K
$21.2M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.2K+ 218.11% |
$930K - $955K
|
54.3K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
36.7K+ 5.7% |
$917K - $942K
|
681K
$17.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33.9K+ 2.98% |
$846K - $869K
|
1.17M
$29.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
32.8K+ 12.92% |
$819K - $841K
|
286K
$7.23M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
32.3K+ 12.55% |
$807K - $829K
|
290K
$7.31M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
30.1KNew |
$752K - $772K
|
30.1K
$759K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
29.2K+ 16.79% |
$729K - $749K
|
203K
$5.12M
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
26.2K+ 5.08% |
$656K - $674K
|
543K
$13.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
25.2KNew |
$628K - $646K
|
25.2K
$635K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
24K+ 3.23% |
$600K - $616K
|
767K
$19.4M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
23.7K+ 4.3% |
$592K - $608K
|
575K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.5K+ 4.03% |
$587K - $603K
|
606K
$15.3M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
22.8K+ 10.54% |
$569K - $585K
|
239K
$6.03M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
22.6K+ 16.34% |
$564K - $579K
|
161K
$4.06M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
21K+ 51.77% |
$525K - $539K
|
61.6K
$1.55M
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
21KNew |
$525K - $539K
|
21K
$530K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
20.9K+ 1.1% |
$523K - $537K
|
1.93M
$48.8M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
20.8K+ 37.41% |
$520K - $534K
|
76.4K
$1.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
20.6K+ 4.41% |
$514K - $528K
|
487K
$12.3M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20.3K+ 39.38% |
$507K - $521K
|
71.9K
$1.81M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
20K+ 20.59% |
$499K - $512K
|
117K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
19.9K+ 0.72% |
$497K - $511K
|
2.77M
$70M
|
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
19.7KNew |
$491K - $505K
|
19.7K
$496K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.5K+ 9.95% |
$488K - $501K
|
216K
$5.45M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
18.7KNew |
$467K - $480K
|
18.7K
$472K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.6K+ 10.96% |
$466K - $479K
|
189K
$4.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
17.9K+ 11.13% |
$448K - $460K
|
179K
$4.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
17.8K+ 8.18% |
$444K - $456K
|
235K
$5.94M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.9K+ 13.41% |
$423K - $435K
|
143K
$3.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
16.3K+ 63.68% |
$408K - $419K
|
42K
$1.06M
|