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 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.03K- 0.63% |
$24.5K - $26.6K
|
162K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.04K- 34.54% |
$24.7K - $26.8K
|
1.97K
$49.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.13K- 2.72% |
$26.9K - $29.2K
|
40.6K
$1.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.15K- 0.18% |
$27.3K - $29.6K
|
644K
$16.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.23K- 7.46% |
$29.1K - $31.6K
|
15.2K
$384K
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.23K- 0.81% |
$29.3K - $31.8K
|
150K
$3.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.33K- 5.84% |
$31.5K - $34.2K
|
21.4K
$541K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.33K- 1.1% |
$31.5K - $34.2K
|
120K
$3.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.41K- 3.82% |
$33.4K - $36.3K
|
35.5K
$895K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.71K- 9.67% |
$40.4K - $43.9K
|
15.9K
$402K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.74K- 10.28% |
$41.3K - $44.9K
|
15.2K
$384K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.82K- 2.88% |
$43.2K - $46.9K
|
61.3K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.94K- 16.7% |
$46K - $49.9K
|
9.68K
$244K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.05K- 10.92% |
$48.6K - $52.8K
|
16.7K
$422K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.06K- 5.68% |
$48.8K - $53K
|
34.2K
$864K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.13K- 2.03% |
$50.5K - $54.9K
|
103K
$2.59M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-2.16K- 5.5% |
$51.2K - $55.6K
|
37.1K
$937K
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-2.18K- 11.1% |
$51.8K - $56.2K
|
17.5K
$441K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.59K- 11.74% |
$61.4K - $66.6K
|
19.5K
$492K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.61K- 4.5% |
$61.8K - $67.1K
|
55.4K
$1.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-2.83K- 2.93% |
$67K - $72.8K
|
93.7K
$2.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.93K- 9.52% |
$69.4K - $75.3K
|
27.8K
$702K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.07K- 4.78% |
$72.7K - $79K
|
61.1K
$1.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.08K- 7.59% |
$73K - $79.3K
|
37.5K
$947K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.5K- 10.38% |
$82.9K - $90K
|
30.2K
$762K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-3.55K- 4.32% |
$84.2K - $91.4K
|
78.6K
$1.98M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.62K- 7.15% |
$85.9K - $93.3K
|
47.1K
$1.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-3.88K- 0.39% |
$92.1K - $100K
|
999K
$25.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.92K- 0.73% |
$92.8K - $101K
|
531K
$13.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-4K- 3.25% |
$94.8K - $103K
|
119K
$3.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-4.07K- 2.2% |
$96.4K - $105K
|
180K
$4.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.09K- 2.0% |
$96.9K - $105K
|
200K
$5.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-4.42K- 5.93% |
$105K - $114K
|
70.2K
$1.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-4.43K- 17.97% |
$105K - $114K
|
20.2K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.96K- 14.01% |
$118K - $128K
|
30.5K
$769K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-5.34K- 14.05% |
$127K - $137K
|
32.6K
$824K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.65K- 2.11% |
$134K - $146K
|
262K
$6.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5.77K- 19.57% |
$137K - $149K
|
23.7K
$599K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7.32K- 4.59% |
$174K - $189K
|
152K
$3.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-7.54K- 1.98% |
$179K - $194K
|
373K
$9.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-7.58K- 0.4% |
$180K - $195K
|
1.88M
$47.4M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-7.9K- 9.17% |
$187K - $203K
|
78.2K
$1.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-8.51K- 3.37% |
$202K - $219K
|
244K
$6.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8.74K- 13.92% |
$207K - $225K
|
54.1K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-9.57K- 4.74% |
$227K - $246K
|
193K
$4.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-10.1K- 48.81% |
$240K - $261K
|
10.6K
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-10.6K- 1.68% |
$252K - $274K
|
622K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-11.1K- 4.08% |
$264K - $287K
|
262K
$6.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-11.5K- 2.25% |
$273K - $296K
|
498K
$12.6M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-11.8K- 3.92% |
$281K - $305K
|
290K
$7.32M
|