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 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.2KNew |
$289K - $314K
|
12.2K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
12.1K+ 8.31% |
$287K - $311K
|
158K
$4.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
11.9K+ 2.03% |
$283K - $307K
|
599K
$15.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
11.7KNew |
$278K - $302K
|
11.7K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
11.3KNew |
$267K - $290K
|
11.3K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
11.2K+ 2.87% |
$265K - $287K
|
400K
$10.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
11.2KNew |
$264K - $287K
|
11.2K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
10.7KNew |
$254K - $276K
|
10.7K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.7K+ 53.54% |
$253K - $275K
|
30.6K
$779K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10.7K+ 12.41% |
$253K - $274K
|
96.6K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
10.6KNew |
$252K - $273K
|
10.6K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
10.5KNew |
$249K - $270K
|
10.5K
$267K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
10.5K+ 36.79% |
$249K - $270K
|
39K
$993K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
10.4KNew |
$246K - $267K
|
10.4K
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
10.2K+ 3.17% |
$243K - $263K
|
333K
$8.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.1KNew |
$239K - $259K
|
10.1K
$256K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
9.92K+ 856.96% |
$235K - $255K
|
11.1K
$282K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.18K+ 72.93% |
$218K - $236K
|
21.8K
$554K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
8.71K+ 3.62% |
$206K - $224K
|
249K
$6.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
8.36K+ 4.01% |
$198K - $215K
|
217K
$5.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.94KNew |
$188K - $204K
|
7.94K
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.88KNew |
$187K - $203K
|
7.88K
$200K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.86KNew |
$186K - $202K
|
7.86K
$200K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
7.74K+ 1.21% |
$183K - $199K
|
649K
$16.5M
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
BUY
|
- |
7.5KNew |
$178K - $193K
|
7.5K
$191K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.68K+ 1155.36% |
$158K - $172K
|
7.26K
$185K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
6.26K+ 17.3% |
$148K - $161K
|
42.4K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
6.17KNew |
$146K - $159K
|
6.17K
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
6.14K+ 60.32% |
$146K - $158K
|
16.3K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.98K+ 7.48% |
$142K - $154K
|
85.9K
$2.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.88K+ 2.56% |
$139K - $151K
|
236K
$6M
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
5.66K+ 40.95% |
$134K - $146K
|
19.5K
$495K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.45K+ 11.83% |
$129K - $140K
|
51.6K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.3K+ 0.33% |
$126K - $136K
|
1.59M
$40.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.99K+ 14.44% |
$118K - $128K
|
39.5K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.98K+ 217.52% |
$118K - $128K
|
7.27K
$185K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4.87K+ 1066.52% |
$116K - $125K
|
5.33K
$136K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.83K+ 3.98% |
$114K - $124K
|
126K
$3.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.2K+ 1.95% |
$99.6K - $108K
|
219K
$5.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4.18KNew |
$99.2K - $108K
|
4.18K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.13K+ 27.51% |
$98K - $106K
|
19.2K
$487K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.89K+ 161.6% |
$92.3K - $100K
|
6.3K
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.71K+ 9.04% |
$88K - $95.5K
|
44.8K
$1.14M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.7KNew |
$87.8K - $95.3K
|
3.7K
$94.2K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.67K+ 35.76% |
$87K - $94.4K
|
13.9K
$354K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.63K+ 2.1% |
$86.1K - $93.4K
|
176K
$4.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.26K+ 14.82% |
$77.2K - $83.9K
|
25.2K
$642K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.1K+ 13.37% |
$73.6K - $79.9K
|
26.3K
$670K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.09K+ 21.61% |
$73.3K - $79.6K
|
17.4K
$443K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.98K+ 16.62% |
$70.6K - $76.6K
|
20.9K
$531K
|