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 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
16.3K+ 3.3% |
$408K - $419K
|
511K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
16K+ 49.01% |
$401K - $411K
|
48.7K
$1.23M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
15.7K+ 16.68% |
$393K - $404K
|
110K
$2.78M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
15.5K+ 11.28% |
$388K - $398K
|
153K
$3.87M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.9K+ 11.0% |
$372K - $382K
|
150K
$3.79M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14.9KNew |
$371K - $381K
|
14.9K
$375K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
14.7K+ 31.44% |
$367K - $376K
|
61.3K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
14.6K+ 9.24% |
$364K - $374K
|
172K
$4.35M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
14.5KNew |
$362K - $372K
|
14.5K
$366K
|
|
|
May 07, 2024
Q1 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
14.1KNew |
$352K - $362K
|
14.1K
$356K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
14K+ 7.75% |
$349K - $359K
|
194K
$4.91M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
14KNew |
$349K - $358K
|
14K
$352K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.8KNew |
$345K - $354K
|
13.8K
$348K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.7K+ 2.1% |
$342K - $351K
|
664K
$16.8M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.4KNew |
$336K - $345K
|
13.4K
$339K
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
13K+ 13.89% |
$325K - $334K
|
107K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.6KNew |
$314K - $323K
|
12.6K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
12.5K+ 117.28% |
$311K - $320K
|
23.1K
$583K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.1KNew |
$303K - $311K
|
12.1K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
12.1KNew |
$302K - $310K
|
12.1K
$305K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12KNew |
$299K - $307K
|
12K
$302K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.8KNew |
$294K - $302K
|
11.8K
$297K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.7K+ 78306.67% |
$294K - $302K
|
11.8K
$297K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11.7KNew |
$293K - $301K
|
11.7K
$296K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
11.4KNew |
$285K - $293K
|
11.4K
$288K
|
|
|
May 10, 2024
Q1 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
11.2K+ 9.4% |
$280K - $288K
|
130K
$3.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10.3KNew |
$258K - $265K
|
10.3K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10.3KNew |
$258K - $265K
|
10.3K
$260K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.2K+ 4.34% |
$255K - $262K
|
246K
$6.21M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10.1K+ 10.46% |
$252K - $259K
|
107K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10KNew |
$251K - $258K
|
10K
$254K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.99K+ 2.04% |
$250K - $256K
|
500K
$12.6M
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
8.99K+ 4.11% |
$225K - $231K
|
228K
$5.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
8.99KNew |
$225K - $231K
|
8.99K
$227K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.82K+ 40.22% |
$220K - $226K
|
30.7K
$776K
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
8.35KNew |
$209K - $214K
|
8.35K
$211K
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8.26KNew |
$206K - $212K
|
8.26K
$209K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
8K+ 2.4% |
$200K - $205K
|
341K
$8.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
7.94KNew |
$198K - $204K
|
7.94K
$200K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
7.4K+ 11.86% |
$185K - $190K
|
69.8K
$1.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.97KNew |
$174K - $179K
|
6.97K
$176K
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
6.35K+ 1.02% |
$159K - $163K
|
628K
$15.9M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.66K+ 1.52% |
$141K - $145K
|
379K
$9.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.37K+ 4.69% |
$134K - $138K
|
120K
$3.03M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.33K+ 11.9% |
$133K - $137K
|
50.1K
$1.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.91K+ 1.73% |
$123K - $126K
|
289K
$7.29M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.68K+ 1.62% |
$117K - $120K
|
294K
$7.42M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.58K+ 2.38% |
$114K - $117K
|
197K
$4.98M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
4.57K+ 3.81% |
$114K - $117K
|
124K
$3.14M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
4.03K+ 1.38% |
$101K - $104K
|
297K
$7.5M
|