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 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-400- 0.62% |
$9.71K - $10.2K
|
63.8K
$1.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-443- 1.97% |
$10.8K - $11.3K
|
22.1K
$557K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-453- 0.85% |
$11K - $11.5K
|
52.6K
$1.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-518- 2.23% |
$12.6K - $13.2K
|
22.7K
$574K
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-557- 2.83% |
$13.5K - $14.2K
|
19.1K
$482K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-592- 6.62% |
$14.4K - $15.1K
|
8.35K
$211K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-607- 5.9% |
$14.7K - $15.5K
|
9.67K
$244K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-623Closed |
$15.1K - $15.9K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-623- 1.06% |
$15.1K - $15.9K
|
58K
$1.46M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-733- 3.99% |
$17.8K - $18.7K
|
17.6K
$445K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-786- 3.45% |
$19.1K - $20K
|
22K
$555K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-843- 8.98% |
$20.5K - $21.5K
|
8.55K
$216K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-948- 1.46% |
$23K - $24.1K
|
64.2K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.03K- 1.35% |
$25.1K - $26.3K
|
75.3K
$1.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.18K- 64.1% |
$28.7K - $30.1K
|
661
$16.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.26K- 8.38% |
$30.7K - $32.2K
|
13.8K
$349K
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.27K- 1.68% |
$30.9K - $32.4K
|
74.6K
$1.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.36K- 9.37% |
$33K - $34.6K
|
13.1K
$332K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 0.38% |
$33.7K - $35.4K
|
364K
$9.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.43K- 1.76% |
$34.7K - $36.4K
|
79.9K
$2.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.76K- 14.44% |
$42.7K - $44.8K
|
10.4K
$263K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.77K- 12.33% |
$43K - $45.1K
|
12.6K
$318K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-1.99K- 2.05% |
$48.2K - $50.6K
|
95.1K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.19K- 12.71% |
$53.1K - $55.7K
|
15K
$379K
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-2.63K- 0.22% |
$63.9K - $67K
|
1.2M
$30.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.68K- 0.35% |
$65K - $68.2K
|
767K
$19.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-2.77K- 0.14% |
$67.2K - $70.5K
|
1.97M
$49.6M
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-2.96K- 9.51% |
$71.7K - $75.3K
|
28.1K
$710K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-3K- 3.36% |
$72.7K - $76.3K
|
86.1K
$2.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.34K- 15.38% |
$81.2K - $85.1K
|
18.4K
$465K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.39K- 3.48% |
$82.4K - $86.4K
|
94K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.64K- 31.5% |
$88.5K - $92.8K
|
7.92K
$200K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-3.78K- 77.06% |
$91.8K - $96.3K
|
1.13K
$28.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.29K- 5.09% |
$104K - $109K
|
80K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.3K- 0.89% |
$104K - $109K
|
477K
$12M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.45K- 1.45% |
$108K - $113K
|
302K
$7.61M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.67K- 10.94% |
$113K - $119K
|
38K
$959K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-4.84K- 26.26% |
$117K - $123K
|
13.6K
$343K
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.94K- 7.29% |
$120K - $126K
|
62.8K
$1.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.98K- 68.51% |
$121K - $127K
|
2.29K
$57.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.98K- 67.4% |
$121K - $127K
|
2.41K
$60.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-5.02K- 14.04% |
$122K - $128K
|
30.7K
$776K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.13K- 30.82% |
$125K - $131K
|
11.5K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.55K- 3.97% |
$135K - $141K
|
134K
$3.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-6.27K- 30.62% |
$152K - $160K
|
14.2K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.37K- 4.84% |
$155K - $162K
|
125K
$3.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.42K- 21.22% |
$156K - $164K
|
23.8K
$602K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.76K- 16.36% |
$164K - $172K
|
34.5K
$872K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6.84K- 39.26% |
$166K - $174K
|
10.6K
$267K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-6.88K- 2.65% |
$167K - $175K
|
253K
$6.39M
|