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
|
Peak Financial Advisors LLC
|
SELL
|
- |
-7.17K- 45.13% |
$174K - $182K
|
8.71K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.49K- 11.17% |
$182K - $191K
|
59.5K
$1.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-7.89K- 20.21% |
$192K - $201K
|
31.2K
$792K
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-8.09K- 0.39% |
$196K - $206K
|
2.06M
$52.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-8.3K- 1.6% |
$202K - $211K
|
510K
$13M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8.4K- 13.08% |
$204K - $214K
|
55.8K
$1.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.68K- 8.07% |
$211K - $221K
|
98.9K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-9.02K- 34.38% |
$219K - $230K
|
17.2K
$438K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9.42K- 17.38% |
$229K - $240K
|
44.8K
$1.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 6.34% |
$254K - $266K
|
154K
$3.92M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10.6K- 9.74% |
$257K - $270K
|
98.2K
$2.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10.7K- 4.66% |
$261K - $273K
|
220K
$5.59M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-10.8K- 35.2% |
$263K - $276K
|
19.9K
$507K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10.9K- 2.38% |
$264K - $277K
|
448K
$11.4M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-11.7K- 15.97% |
$283K - $297K
|
61.4K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.1K- 1.11% |
$293K - $307K
|
1.07M
$27.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-12.6K- 57.65% |
$307K - $322K
|
9.28K
$236K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-13.7K- 4.77% |
$332K - $348K
|
273K
$6.94M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-14.6K- 12.2% |
$354K - $371K
|
105K
$2.67M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15.6K- 3.23% |
$378K - $396K
|
466K
$11.8M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.6K- 1.98% |
$379K - $397K
|
771K
$19.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-16.3KClosed |
$396K - $415K
|
0
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-16.8K- 34.25% |
$409K - $429K
|
32.3K
$822K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-16.9K- 0.75% |
$411K - $431K
|
2.23M
$56.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-17.7K- 2.73% |
$430K - $451K
|
632K
$16.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-18K- 50.32% |
$437K - $459K
|
17.8K
$453K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-21K- 12.75% |
$511K - $536K
|
144K
$3.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-21.8K- 9.46% |
$529K - $555K
|
209K
$5.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-23.7K- 31.89% |
$576K - $605K
|
50.7K
$1.29M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-23.7K- 26.51% |
$576K - $605K
|
65.8K
$1.67M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-23.8K- 22.07% |
$578K - $606K
|
84.1K
$2.14M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-24.2K- 70.24% |
$588K - $617K
|
10.3K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28.8K- 8.6% |
$700K - $735K
|
306K
$7.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-29.2K- 8.81% |
$710K - $744K
|
303K
$7.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-29.9K- 1.07% |
$725K - $761K
|
2.76M
$70.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-31.7K- 47.25% |
$770K - $808K
|
35.4K
$901K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-38.1K- 8.59% |
$926K - $972K
|
406K
$10.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-44.2K- 14.39% |
$1.07M - $1.13M
|
263K
$6.69M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-46.1K- 14.47% |
$1.12M - $1.17M
|
272K
$6.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-49.8K- 6.25% |
$1.21M - $1.27M
|
747K
$19M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-59.5K- 51.67% |
$1.44M - $1.51M
|
55.6K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-70.2K- 46.0% |
$1.7M - $1.79M
|
82.4K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-71.1K- 21.59% |
$1.73M - $1.81M
|
258K
$6.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-79.9K- 6.2% |
$1.94M - $2.04M
|
1.21M
$30.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-89.2K- 8.55% |
$2.17M - $2.27M
|
954K
$24.3M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-93.5K- 2.9% |
$2.27M - $2.38M
|
3.14M
$79.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-103K- 11.09% |
$2.51M - $2.63M
|
828K
$21.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-124K- 57.42% |
$3.01M - $3.16M
|
91.9K
$2.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-129K- 18.67% |
$3.14M - $3.29M
|
563K
$14.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-131K- 10.91% |
$3.17M - $3.32M
|
1.07M
$27.1M
|