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 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11.9K- 1.88% |
$282K - $306K
|
620K
$15.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-12.6K- 4.99% |
$299K - $325K
|
240K
$6.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-12.7K- 3.78% |
$301K - $326K
|
322K
$8.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-12.8K- 15.57% |
$304K - $330K
|
69.6K
$1.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-12.8K- 12.84% |
$304K - $331K
|
87.2K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.9K- 1.88% |
$307K - $333K
|
676K
$17.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-14.3K- 23.32% |
$339K - $368K
|
47K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-14.5K- 27.47% |
$343K - $372K
|
38.2K
$964K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-19.6K- 13.63% |
$465K - $505K
|
124K
$3.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-19.9K- 61.68% |
$472K - $513K
|
12.4K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20.7K- 4.33% |
$490K - $532K
|
456K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-21.4K- 4.86% |
$507K - $551K
|
419K
$10.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-21.7K- 25.77% |
$514K - $558K
|
62.4K
$1.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-21.8K- 73.25% |
$517K - $562K
|
7.97K
$201K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22.7K- 3.37% |
$538K - $584K
|
650K
$16.4M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-22.8K- 2.44% |
$542K - $588K
|
914K
$23.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-24.3K- 36.16% |
$575K - $624K
|
42.8K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.4K- 2.77% |
$603K - $654K
|
892K
$22.5M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-25.8K- 0.82% |
$612K - $664K
|
3.11M
$78.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-26.3K- 18.32% |
$624K - $678K
|
117K
$2.96M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-28.1K- 43.99% |
$665K - $722K
|
35.7K
$902K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.6K- 11.47% |
$702K - $762K
|
229K
$5.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-30.2K- 2.01% |
$716K - $778K
|
1.47M
$37.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-30.2K- 54.35% |
$717K - $778K
|
25.4K
$641K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-31K- 22.74% |
$734K - $797K
|
105K
$2.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-35.2K- 5.25% |
$835K - $906K
|
636K
$16M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-38.4K- 41.74% |
$909K - $987K
|
53.5K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-38.5K- 29.8% |
$914K - $992K
|
90.8K
$2.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-42.3K- 2.05% |
$1M - $1.09M
|
2.02M
$51.1M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-46.2K- 17.6% |
$1.09M - $1.19M
|
216K
$5.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-47.4K- 50.29% |
$1.12M - $1.22M
|
46.8K
$1.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-53.4K- 11.93% |
$1.27M - $1.38M
|
394K
$9.96M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-54.7K- 98.79% |
$1.3M - $1.41M
|
668
$16.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-55.4K- 2.82% |
$1.31M - $1.43M
|
1.91M
$48.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-57.5K- 10.2% |
$1.36M - $1.48M
|
506K
$12.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-58.2K- 6.1% |
$1.38M - $1.5M
|
896K
$22.6M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-59.9K- 2.68% |
$1.42M - $1.54M
|
2.17M
$54.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-67.2K- 8.71% |
$1.59M - $1.73M
|
704K
$17.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-81.7K- 17.3% |
$1.94M - $2.1M
|
391K
$9.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-85.6K- 31.21% |
$2.03M - $2.2M
|
189K
$4.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-86.6K- 9.77% |
$2.05M - $2.23M
|
801K
$20.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-97.5K- 79.18% |
$2.31M - $2.51M
|
25.6K
$648K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-108K- 8.58% |
$2.55M - $2.77M
|
1.15M
$29M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-115K- 28.24% |
$2.72M - $2.95M
|
291K
$7.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-118K- 5.91% |
$2.79M - $3.03M
|
1.87M
$47.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-121K- 41.33% |
$2.86M - $3.11M
|
171K
$4.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-158K- 48.19% |
$3.75M - $4.07M
|
170K
$4.3M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-172K- 2.36% |
$4.08M - $4.42M
|
7.12M
$180M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-177K- 56.16% |
$4.19M - $4.55M
|
138K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-194K- 8.64% |
$4.59M - $4.99M
|
2.05M
$51.7M
|