Purchases and Sales Made in Q3 2023 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
3.7M+ 103.1% |
$89.9M - $94.3M
|
7.29M
$184M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.19M+ 39.31% |
$77.5M - $81.3M
|
11.3M
$286M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.34M+ 242.94% |
$56.8M - $59.6M
|
3.3M
$83.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
2.07MNew |
$50.2M - $52.6M
|
2.07M
$52.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.48M+ 61.94% |
$36M - $37.8M
|
3.88M
$97.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.47MNew |
$35.8M - $37.5M
|
1.47M
$37.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.43M+ 19.37% |
$34.7M - $36.4M
|
8.82M
$223M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.26M+ 17.95% |
$30.5M - $32M
|
8.26M
$209M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.05M+ 32.27% |
$25.4M - $26.7M
|
4.3M
$108M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
917K+ 4.55% |
$22.3M - $23.4M
|
21.1M
$533M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
704K+ 45.84% |
$17.1M - $17.9M
|
2.24M
$56.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
622KNew |
$15.1M - $15.8M
|
622K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
615K+ 25.03% |
$14.9M - $15.7M
|
3.07M
$77.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
573KNew |
$13.9M - $14.6M
|
573K
$14.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
512KNew |
$12.4M - $13.1M
|
512K
$12.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
491K+ 7.76% |
$11.9M - $12.5M
|
6.81M
$172M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
462KNew |
$11.2M - $11.8M
|
462K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
415KNew |
$10.1M - $10.6M
|
415K
$10.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
324K+ 1785.42% |
$7.86M - $8.24M
|
342K
$8.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
323K+ 116.15% |
$7.85M - $8.23M
|
602K
$15.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
292KNew |
$7.09M - $7.44M
|
292K
$7.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
270K+ 16.05% |
$6.54M - $6.87M
|
1.95M
$49.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
250K+ 1040.99% |
$6.08M - $6.37M
|
274K
$6.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
241K+ 23.71% |
$5.84M - $6.13M
|
1.26M
$31.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
221K+ 14.99% |
$5.36M - $5.62M
|
1.69M
$42.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
217K+ 975.72% |
$5.26M - $5.52M
|
239K
$6.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
207K+ 113.73% |
$5.03M - $5.28M
|
389K
$9.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
207KNew |
$5.02M - $5.26M
|
207K
$5.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
203KNew |
$4.93M - $5.17M
|
203K
$5.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
181K+ 24.24% |
$4.38M - $4.6M
|
925K
$23.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
172K+ 303.05% |
$4.17M - $4.37M
|
228K
$5.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
168K+ 33.39% |
$4.08M - $4.28M
|
671K
$16.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
157K+ 8.55% |
$3.81M - $3.99M
|
1.99M
$50.2M
|
|
|
Oct 23, 2024
Q3 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
144K+ 46.98% |
$3.49M - $3.66M
|
449K
$11.3M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
127K+ 35.81% |
$3.09M - $3.24M
|
482K
$12.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
116K+ 40.98% |
$2.81M - $2.94M
|
398K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
106K+ 15.96% |
$2.59M - $2.71M
|
774K
$19.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
106K+ 20.15% |
$2.57M - $2.7M
|
632K
$16M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
105K+ 24.71% |
$2.55M - $2.67M
|
530K
$13.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
99.1K+ 19.29% |
$2.41M - $2.52M
|
613K
$15.5M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
97.5KNew |
$2.37M - $2.48M
|
97.5K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
93.8K+ 16.19% |
$2.28M - $2.39M
|
673K
$17M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
92.1K+ 16.51% |
$2.24M - $2.35M
|
650K
$16.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
87.3K+ 154.73% |
$2.12M - $2.22M
|
144K
$3.63M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
85.8K+ 12.45% |
$2.08M - $2.18M
|
774K
$19.6M
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
69.8K+ 20.28% |
$1.69M - $1.78M
|
414K
$10.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
69.7K+ 18.63% |
$1.69M - $1.77M
|
444K
$11.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
64.4K+ 7.83% |
$1.56M - $1.64M
|
887K
$22.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
64K+ 88.73% |
$1.55M - $1.63M
|
136K
$3.44M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
63.1KNew |
$1.53M - $1.61M
|
63.1K
$1.59M
|