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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-42.8K- 48.0% |
$1.07M - $1.1M
|
46.3K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-43.3K- 9.5% |
$1.08M - $1.11M
|
413K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-43.9K- 6.24% |
$1.1M - $1.13M
|
660K
$16.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-45.3K- 29.79% |
$1.13M - $1.16M
|
107K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-46K- 44.62% |
$1.15M - $1.18M
|
57.1K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-47.1K- 43.81% |
$1.18M - $1.21M
|
60.4K
$1.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-51.5K- 32.73% |
$1.29M - $1.32M
|
106K
$2.67M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-51.6K- 9.2% |
$1.29M - $1.32M
|
509K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-56.1K- 2.74% |
$1.4M - $1.44M
|
1.99M
$50.3M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-57.9K- 47.43% |
$1.45M - $1.49M
|
64.2K
$1.62M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-59.9K- 10.75% |
$1.5M - $1.54M
|
497K
$12.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-60.4K- 9.73% |
$1.51M - $1.55M
|
560K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-61K- 42.2% |
$1.52M - $1.56M
|
83.5K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-64.8K- 23.67% |
$1.62M - $1.66M
|
209K
$5.28M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-65.4K- 87.48% |
$1.63M - $1.68M
|
9.37K
$236K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-76.6K- 1.71% |
$1.91M - $1.97M
|
4.4M
$111M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-83.7KClosed |
$2.09M - $2.15M
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-85.5K- 40.39% |
$2.14M - $2.19M
|
126K
$3.19M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-91K- 19.99% |
$2.27M - $2.34M
|
364K
$9.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-91.6K- 7.52% |
$2.29M - $2.35M
|
1.13M
$28.4M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-106K- 55.84% |
$2.64M - $2.72M
|
83.7K
$2.11M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-133K- 26.42% |
$3.32M - $3.41M
|
370K
$9.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-142K- 53.99% |
$3.54M - $3.63M
|
121K
$3.05M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-149K- 38.37% |
$3.72M - $3.82M
|
239K
$6.03M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-154K- 57.74% |
$3.86M - $3.96M
|
113K
$2.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-154K- 8.24% |
$3.86M - $3.96M
|
1.72M
$43.4M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-158K- 90.9% |
$3.95M - $4.06M
|
15.8K
$399K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-166K- 17.61% |
$4.15M - $4.26M
|
777K
$19.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-173K- 20.55% |
$4.33M - $4.44M
|
669K
$16.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-184K- 4.27% |
$4.6M - $4.72M
|
4.13M
$104M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-185K- 11.9% |
$4.63M - $4.75M
|
1.37M
$34.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-198K- 11.84% |
$4.95M - $5.08M
|
1.47M
$37.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-198K- 11.84% |
$4.95M - $5.08M
|
1.47M
$37.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-233K- 53.41% |
$5.83M - $5.99M
|
203K
$5.14M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-237K- 51.99% |
$5.93M - $6.09M
|
219K
$5.53M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-251K- 26.57% |
$6.26M - $6.43M
|
692K
$17.5M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-254K- 42.31% |
$6.34M - $6.52M
|
346K
$8.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-264K- 84.27% |
$6.61M - $6.79M
|
49.3K
$1.25M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-275K- 13.57% |
$6.86M - $7.05M
|
1.75M
$44.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-324K- 42.89% |
$8.1M - $8.32M
|
432K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-344K- 95.35% |
$8.6M - $8.83M
|
16.8K
$424K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-421K- 10.74% |
$10.5M - $10.8M
|
3.5M
$88.3M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-444K- 85.44% |
$11.1M - $11.4M
|
75.7K
$1.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-464K- 16.17% |
$11.6M - $11.9M
|
2.4M
$60.7M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-565K- 67.84% |
$14.1M - $14.5M
|
268K
$6.76M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-584K- 53.5% |
$14.6M - $15M
|
508K
$12.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-732K- 96.77% |
$18.3M - $18.8M
|
24.4K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-831K- 81.73% |
$20.8M - $21.3M
|
186K
$4.69M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-906K- 94.14% |
$22.6M - $23.3M
|
56.4K
$1.42M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.27M- 77.96% |
$31.8M - $32.7M
|
360K
$9.09M
|