Purchases and Sales Made in Q4 2023 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.26M+ 1579.49% |
$77.4M - $84M
|
3.47M
$87.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.77M+ 15564.33% |
$65.7M - $71.3M
|
2.79M
$70.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.53M+ 65.19% |
$60M - $65.1M
|
6.41M
$162M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.01M+ 259.63% |
$47.7M - $51.8M
|
2.79M
$70.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.69M+ 305.61% |
$40.2M - $43.6M
|
2.25M
$56.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.6M+ 18.16% |
$38M - $41.2M
|
10.4M
$263M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.27M+ 348.98% |
$30.1M - $32.7M
|
1.63M
$41.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.18M+ 110.4% |
$28.1M - $30.5M
|
2.26M
$57M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.13MNew |
$26.9M - $29.2M
|
1.13M
$28.6M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
832K+ 271.53% |
$19.7M - $21.4M
|
1.14M
$28.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
734KNew |
$17.4M - $18.9M
|
734K
$18.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
711K+ 109.25% |
$16.8M - $18.3M
|
1.36M
$34.4M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
557KNew |
$13.2M - $14.3M
|
557K
$14.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
520KNew |
$12.3M - $13.4M
|
520K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
504K+ 524.25% |
$11.9M - $13M
|
600K
$15.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
490K+ 45.97% |
$11.6M - $12.6M
|
1.56M
$39.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
467K+ 1684.03% |
$11.1M - $12M
|
495K
$12.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
459K+ 424.3% |
$10.9M - $11.8M
|
567K
$14.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
414K+ 120.93% |
$9.81M - $10.6M
|
756K
$19.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
401K+ 320.18% |
$9.51M - $10.3M
|
526K
$13.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
386KNew |
$9.15M - $9.94M
|
386K
$9.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
344K+ 3.04% |
$8.15M - $8.85M
|
11.7M
$294M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
BUY
|
- |
330KNew |
$7.82M - $8.49M
|
330K
$8.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
321K+ 51.63% |
$7.61M - $8.26M
|
943K
$23.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
317K+ 715.21% |
$7.51M - $8.15M
|
361K
$9.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
309K+ 471.68% |
$7.32M - $7.95M
|
374K
$9.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
300K+ 2108.48% |
$7.1M - $7.71M
|
314K
$7.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
291KNew |
$6.91M - $7.5M
|
291K
$7.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
287K+ 46.88% |
$6.81M - $7.39M
|
900K
$22.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
282KNew |
$6.68M - $7.25M
|
282K
$7.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
271K+ 123.28% |
$6.42M - $6.97M
|
490K
$12.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
269K+ 136.22% |
$6.38M - $6.93M
|
467K
$11.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
250K+ 17.59% |
$5.93M - $6.44M
|
1.67M
$42.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
245K+ 2037.86% |
$5.82M - $6.31M
|
257K
$6.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
233KNew |
$5.52M - $5.99M
|
233K
$5.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
217KNew |
$5.16M - $5.6M
|
217K
$5.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
217KNew |
$5.15M - $5.59M
|
217K
$5.49M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
215KNew |
$5.09M - $5.52M
|
215K
$5.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
213K+ 40.28% |
$5.06M - $5.5M
|
743K
$18.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
208K+ 10.66% |
$4.92M - $5.35M
|
2.16M
$54.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
206K+ 82.68% |
$4.89M - $5.31M
|
455K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
191K+ 231.98% |
$4.53M - $4.92M
|
274K
$6.91M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
189K+ 2.77% |
$4.47M - $4.85M
|
7M
$177M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
188KNew |
$4.47M - $4.85M
|
188K
$4.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
188K+ 22.73% |
$4.46M - $4.84M
|
1.02M
$25.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
183K+ 67.21% |
$4.34M - $4.71M
|
455K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
177K+ 19185.59% |
$4.2M - $4.56M
|
178K
$4.49M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
174KNew |
$4.12M - $4.47M
|
174K
$4.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
168K+ 170.35% |
$3.99M - $4.33M
|
267K
$6.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
161K+ 17.45% |
$3.83M - $4.16M
|
1.09M
$27.4M
|