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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
17.1K+ 4.77% |
$415K - $435K
|
376K
$9.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
16.8KNew |
$408K - $428K
|
16.8K
$424K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16.6K+ 6.62% |
$404K - $424K
|
268K
$6.76M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
16.4K+ 6.66% |
$398K - $417K
|
262K
$6.62M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.4K+ 7.6% |
$397K - $417K
|
232K
$5.85M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.3K+ 91.26% |
$395K - $414K
|
34.1K
$861K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.4KNew |
$373K - $391K
|
15.4K
$388K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
15.1K+ 90.93% |
$366K - $384K
|
31.7K
$800K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
15.1K+ 90.93% |
$366K - $384K
|
31.7K
$800K
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
BUY
|
- |
15K+ 4.68% |
$364K - $381K
|
335K
$8.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
13.6KNew |
$330K - $346K
|
13.6K
$343K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.2K+ 22.12% |
$319K - $335K
|
72.6K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.9K+ 1.25% |
$314K - $330K
|
1.05M
$26.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12.8K+ 6.09% |
$312K - $327K
|
224K
$5.64M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.8KNew |
$311K - $326K
|
12.8K
$323K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
12.6K+ 74.04% |
$305K - $320K
|
29.5K
$745K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.3K+ 7.56% |
$299K - $314K
|
175K
$4.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
12.1KNew |
$293K - $307K
|
12.1K
$305K
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
11.7K+ 10.64% |
$283K - $297K
|
121K
$3.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
11.6KNew |
$282K - $296K
|
11.6K
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
11K+ 113.85% |
$268K - $281K
|
20.8K
$524K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.9K+ 8.74% |
$263K - $276K
|
135K
$3.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10K+ 3.29% |
$244K - $256K
|
315K
$7.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
9.92K+ 10.1% |
$241K - $253K
|
108K
$2.73M
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
9.91K+ 1.57% |
$241K - $253K
|
641K
$16.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
9.87K+ 1.06% |
$240K - $251K
|
937K
$23.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.82KNew |
$238K - $250K
|
9.82K
$248K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.73K+ 4.42% |
$236K - $248K
|
230K
$5.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9.61K+ 1.18% |
$233K - $245K
|
824K
$20.8M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.57K+ 3.22% |
$232K - $244K
|
307K
$7.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
9.56K+ 114.6% |
$232K - $244K
|
17.9K
$452K
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
8.8KNew |
$214K - $224K
|
8.8K
$222K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.74K+ 18.28% |
$212K - $223K
|
56.6K
$1.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.6K+ 2.58% |
$209K - $219K
|
342K
$8.64M
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8.46K+ 15.16% |
$205K - $216K
|
64.3K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.44KNew |
$205K - $215K
|
8.44K
$213K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.32K+ 1667.54% |
$202K - $212K
|
8.82K
$223K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.31KNew |
$202K - $212K
|
8.31K
$210K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.99K+ 1.42% |
$194K - $204K
|
573K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.36K+ 9.37% |
$179K - $188K
|
85.9K
$2.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.21K+ 9.13% |
$175K - $184K
|
86.2K
$2.18M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.08K+ 4.64% |
$172K - $180K
|
159K
$4.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.88K+ 36.49% |
$167K - $175K
|
25.7K
$650K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.66K+ 8.86% |
$162K - $170K
|
81.9K
$2.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.52K+ 12.13% |
$158K - $166K
|
60.3K
$1.52M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.32K+ 3.02% |
$153K - $161K
|
215K
$5.44M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.24K+ 9.52% |
$151K - $159K
|
71.8K
$1.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.09K+ 4.78% |
$148K - $155K
|
133K
$3.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6.04K+ 5.33% |
$147K - $154K
|
119K
$3.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
5.98K+ 7.45% |
$145K - $152K
|
86.2K
$2.18M
|