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
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
56K+ 8.86% |
$1.36M - $1.43M
|
688K
$17.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
55.9KNew |
$1.36M - $1.42M
|
55.9K
$1.41M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
55.9KNew |
$1.36M - $1.42M
|
55.9K
$1.41M
|
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
55.4KNew |
$1.34M - $1.41M
|
55.4K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
54.3K+ 78.73% |
$1.32M - $1.38M
|
123K
$3.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
53.6K+ 3.51% |
$1.3M - $1.37M
|
1.58M
$39.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
52.9K+ 9.96% |
$1.28M - $1.35M
|
584K
$14.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
52K+ 34.18% |
$1.26M - $1.32M
|
204K
$5.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
51.9K+ 43.26% |
$1.26M - $1.32M
|
172K
$4.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50.4K+ 10.0% |
$1.22M - $1.28M
|
554K
$14M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
50K+ 26.27% |
$1.21M - $1.27M
|
240K
$6.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
49.9KNew |
$1.21M - $1.27M
|
49.9K
$1.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
48.5K+ 146.22% |
$1.18M - $1.24M
|
81.7K
$2.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
44.3K+ 7.37% |
$1.08M - $1.13M
|
645K
$16.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
41.1K+ 2.82% |
$999K - $1.05M
|
1.5M
$37.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
40.5K+ 5.51% |
$983K - $1.03M
|
775K
$19.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
37.5K+ 74.96% |
$910K - $954K
|
87.4K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
37.2K+ 65.32% |
$904K - $948K
|
94.2K
$2.38M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
36.3KNew |
$881K - $924K
|
36.3K
$916K
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
35.1K+ 57.41% |
$852K - $894K
|
96.2K
$2.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
34K+ 20.21% |
$825K - $866K
|
202K
$5.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
33.6K+ 38.31% |
$816K - $856K
|
121K
$3.06M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
31.3K+ 5159.9% |
$759K - $796K
|
31.9K
$805K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
31.2K+ 1.95% |
$756K - $793K
|
1.63M
$41.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
30.3K+ 7.84% |
$735K - $771K
|
416K
$10.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
29.7K+ 5.33% |
$721K - $756K
|
587K
$14.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
28.5KNew |
$693K - $727K
|
28.5K
$720K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
27.8K+ 6.81% |
$674K - $708K
|
436K
$11M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
27.7KNew |
$674K - $707K
|
27.7K
$700K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
27.7K+ 13.69% |
$672K - $705K
|
230K
$5.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
27.2K+ 158.91% |
$660K - $692K
|
44.3K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.7K+ 5.13% |
$623K - $654K
|
526K
$13.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
25.5K+ 61.36% |
$619K - $650K
|
67.1K
$1.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
24.4K+ 2.49% |
$591K - $620K
|
1M
$25.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
24.3K+ 1.03% |
$590K - $619K
|
2.38M
$60.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.2K+ 2.72% |
$589K - $618K
|
917K
$23.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
23.6K+ 40.22% |
$574K - $602K
|
82.4K
$2.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
23.6K+ 4.83% |
$573K - $601K
|
512K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
22.7K+ 6.34% |
$550K - $577K
|
380K
$9.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
22.4K+ 18.23% |
$545K - $572K
|
146K
$3.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.3KNew |
$541K - $568K
|
22.3K
$563K
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
22.1K+ 29.74% |
$537K - $563K
|
96.5K
$2.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21K+ 20.85% |
$509K - $534K
|
121K
$3.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
20.8K+ 1.12% |
$506K - $531K
|
1.89M
$47.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
19.9K+ 6.55% |
$482K - $506K
|
323K
$8.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
19.3K+ 14.89% |
$468K - $491K
|
149K
$3.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.2K+ 3.34% |
$467K - $490K
|
595K
$15M
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
19.1K+ 2.79% |
$464K - $487K
|
706K
$17.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
17.4K+ 36.31% |
$423K - $444K
|
65.4K
$1.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
17.2K+ 7.28% |
$416K - $437K
|
253K
$6.38M
|