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 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
5.59K+ 54.25% |
$136K - $142K
|
15.9K
$402K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
5.44K+ 13.39% |
$132K - $139K
|
46.1K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.33K+ 14.91% |
$129K - $136K
|
41.1K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5.24K+ 29.13% |
$127K - $133K
|
23.2K
$586K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.62K+ 16.68% |
$112K - $118K
|
32.3K
$816K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
4.48K+ 12.89% |
$109K - $114K
|
39.3K
$991K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4.03K+ 7.84% |
$97.8K - $103K
|
55.4K
$1.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
3.81K+ 4.86% |
$92.4K - $97K
|
82.2K
$2.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
3.75K+ 9.6% |
$91.1K - $95.6K
|
42.8K
$1.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.74K+ 1.93% |
$90.7K - $95.1K
|
198K
$4.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.7K+ 50.48% |
$89.9K - $94.3K
|
11K
$279K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.52K+ 40.22% |
$85.4K - $89.6K
|
12.3K
$310K
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.51K+ 4.49% |
$85.3K - $89.5K
|
81.7K
$2.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.5KNew |
$85K - $89.1K
|
3.5K
$88.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.21K+ 2.16% |
$77.9K - $81.7K
|
152K
$3.83M
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.15K+ 21.74% |
$76.6K - $80.3K
|
17.7K
$446K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.04K+ 27.03% |
$73.9K - $77.5K
|
14.3K
$361K
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.9K+ 1.71% |
$70.5K - $73.9K
|
173K
$4.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.89K+ 28.91% |
$70.2K - $73.6K
|
12.9K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.72K+ 1.18% |
$66K - $69.2K
|
232K
$5.86M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.67K+ 5.83% |
$64.9K - $68.1K
|
48.5K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.24K+ 6.26% |
$54.4K - $57.1K
|
38K
$960K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.88K+ 1437.4% |
$45.7K - $48K
|
2.01K
$50.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.83K+ 154.74% |
$44.4K - $46.6K
|
3.01K
$76K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.82K+ 6.35% |
$44.1K - $46.3K
|
30.4K
$769K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.74K+ 1.08% |
$42.2K - $44.3K
|
163K
$4.11M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.61K+ 1.03% |
$39K - $40.9K
|
157K
$3.97M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.41K+ 5.36% |
$34.1K - $35.8K
|
27.6K
$698K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.37K+ 8.8% |
$33.3K - $34.9K
|
17K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.33K+ 13.39% |
$32.4K - $34K
|
11.3K
$285K
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.32K+ 5.64% |
$32K - $33.5K
|
24.7K
$623K
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.11K+ 6.71% |
$27K - $28.3K
|
17.7K
$447K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.08K+ 199.45% |
$26.2K - $27.5K
|
1.62K
$40.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.02K+ 1.12% |
$24.7K - $25.9K
|
92.1K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
926New |
$22.5K - $23.6K
|
926
$23.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
924+ 0.21% |
$22.4K - $23.5K
|
440K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
900+ 0.74% |
$21.9K - $22.9K
|
123K
$3.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
876+ 35.77% |
$21.3K - $22.3K
|
3.33K
$84K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
874+ 2.48% |
$21.2K - $22.3K
|
36.2K
$913K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
873+ 4.88% |
$21.2K - $22.2K
|
18.8K
$474K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
836+ 15.84% |
$20.3K - $21.3K
|
6.11K
$154K
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
755+ 4.56% |
$18.3K - $19.2K
|
17.3K
$437K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
753+ 0.41% |
$18.3K - $19.2K
|
185K
$4.66M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
719+ 1.08% |
$17.5K - $18.3K
|
67K
$1.69M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
686+ 58.04% |
$16.7K - $17.5K
|
1.87K
$47.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
682+ 7.76% |
$16.6K - $17.4K
|
9.48K
$239K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
639New |
$15.5K - $16.3K
|
639
$16.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
423+ 1.02% |
$10.3K - $10.8K
|
41.7K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
410+ 2.56% |
$9.95K - $10.4K
|
16.4K
$415K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
371+ 3.09% |
$9.01K - $9.45K
|
12.4K
$312K
|