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 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-135K- 27.72% |
$3.27M - $3.43M
|
351K
$8.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-143K- 52.53% |
$3.48M - $3.65M
|
129K
$3.27M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-155K- 89.38% |
$3.75M - $3.94M
|
18.4K
$464K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-186K- 78.58% |
$4.51M - $4.74M
|
50.7K
$1.28M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-189K- 94.01% |
$4.59M - $4.81M
|
12K
$304K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-197K- 20.47% |
$4.77M - $5.01M
|
764K
$19.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-201K- 37.86% |
$4.88M - $5.12M
|
330K
$8.33M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-348K- 4.64% |
$8.45M - $8.87M
|
7.16M
$181M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-348K- 4.64% |
$8.45M - $8.87M
|
7.16M
$181M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-379K- 7.49% |
$9.19M - $9.64M
|
4.68M
$118M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-430K- 81.72% |
$10.4M - $10.9M
|
96.1K
$2.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-457K- 10.14% |
$11.1M - $11.6M
|
4.05M
$102M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-468K- 92.7% |
$11.4M - $11.9M
|
36.9K
$931K
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-621K- 19.15% |
$15.1M - $15.8M
|
2.62M
$66.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-777K- 15.04% |
$18.9M - $19.8M
|
4.39M
$111M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-808K- 27.98% |
$19.6M - $20.6M
|
2.08M
$52.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-976K- 74.82% |
$23.7M - $24.9M
|
328K
$8.29M
|