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 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.88KNew |
$68.2K - $74K
|
2.88K
$72.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.73KNew |
$64.7K - $70.3K
|
2.73K
$68.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.4K+ 309.83% |
$56.8K - $61.6K
|
3.17K
$80K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
2.39K+ 5.57% |
$56.6K - $61.4K
|
45.2K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 12.89% |
$56.2K - $61K
|
20.8K
$524K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.27K+ 7.45% |
$53.8K - $58.4K
|
32.7K
$826K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.2K+ 19.93% |
$52.1K - $56.6K
|
13.2K
$334K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.17K+ 2.65% |
$51.5K - $55.9K
|
84K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.16K+ 5.69% |
$51.3K - $55.7K
|
40.2K
$1.01M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.16K+ 3.81% |
$51.1K - $55.5K
|
58.7K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.93K+ 3.86% |
$45.7K - $49.6K
|
51.9K
$1.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.92K+ 6.16% |
$45.5K - $49.4K
|
33.1K
$835K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.81K+ 9.87% |
$43K - $46.7K
|
20.2K
$510K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.74KNew |
$41.3K - $44.9K
|
1.74K
$44K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.56K+ 1.04% |
$36.9K - $40K
|
150K
$3.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.53KNew |
$36.3K - $39.4K
|
1.53K
$38.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.5K+ 100.67% |
$35.5K - $38.5K
|
2.98K
$75.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.36K+ 1.87% |
$32.2K - $34.9K
|
74K
$1.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 8.83% |
$32.1K - $34.8K
|
16.7K
$421K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.35KNew |
$31.9K - $34.6K
|
1.35K
$34K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.12K+ 11.66% |
$26.7K - $28.9K
|
10.8K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.12KNew |
$26.6K - $28.8K
|
1.12K
$28.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.09K+ 0.13% |
$25.9K - $28.1K
|
825K
$20.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.02K+ 1.69% |
$24.2K - $26.3K
|
61.3K
$1.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.02K+ 5.78% |
$24.2K - $26.3K
|
18.7K
$472K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
965+ 116.83% |
$22.9K - $24.8K
|
1.79K
$45.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
954+ 0.55% |
$22.6K - $24.6K
|
174K
$4.39M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
871New |
$20.7K - $22.4K
|
871
$22K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
755+ 0.78% |
$17.9K - $19.4K
|
97K
$2.45M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
598New |
$14.2K - $15.4K
|
598
$15.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
598New |
$14.2K - $15.4K
|
598
$15.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
488+ 54.95% |
$11.6K - $12.6K
|
1.38K
$34.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
438+ 4.72% |
$10.4K - $11.3K
|
9.71K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
408+ 3.99% |
$9.67K - $10.5K
|
10.6K
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
276+ 2.91% |
$6.54K - $7.1K
|
9.75K
$246K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
275New |
$6.52K - $7.08K
|
275
$6.94K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
221+ 1.79% |
$5.24K - $5.69K
|
12.6K
$318K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
220+ 1.62% |
$5.22K - $5.66K
|
13.8K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
208+ 1.24% |
$4.93K - $5.35K
|
17K
$429K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
194+ 1.04% |
$4.6K - $4.99K
|
18.9K
$477K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
186New |
$4.41K - $4.79K
|
186
$4.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
182+ 1.73% |
$4.32K - $4.68K
|
10.7K
$270K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
130+ 1.08% |
$3.08K - $3.35K
|
12.2K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
116+ 1.25% |
$2.75K - $2.99K
|
9.39K
$237K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
99+ 1.25% |
$2.35K - $2.55K
|
8.02K
$203K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
88+ 0.5% |
$2.09K - $2.27K
|
17.8K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
84New |
$1.99K - $2.16K
|
84
$2.12K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
81+ 0.06% |
$1.92K - $2.08K
|
135K
$3.41M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
81New |
$1.92K - $2.08K
|
81
$2.05K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
79+ 0.64% |
$1.87K - $2.03K
|
12.3K
$312K
|