Purchases and Sales Made in Q1 2024 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.62K+ 9.28% |
$90.5K - $92.9K
|
42.6K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.47K+ 1.74% |
$86.7K - $89.1K
|
203K
$5.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.22K+ 6.73% |
$80.3K - $82.5K
|
51K
$1.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.2KNew |
$80K - $82.1K
|
3.2K
$80.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
3.18K+ 9.7% |
$79.4K - $81.6K
|
35.9K
$904K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.17K+ 10.51% |
$79.2K - $81.4K
|
33.3K
$839K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.16K+ 1.65% |
$79K - $81.1K
|
195K
$4.9M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.1K+ 23.45% |
$77.6K - $79.7K
|
16.3K
$411K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.04K+ 7.1% |
$76K - $78.1K
|
45.9K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.99K+ 772.09% |
$74.7K - $76.7K
|
3.38K
$84.9K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.85KNew |
$71.2K - $73.1K
|
2.85K
$71.7K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.71K+ 34.09% |
$67.6K - $69.4K
|
10.6K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.66K+ 0.08% |
$66.5K - $68.3K
|
3.47M
$87.4M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
2.57K+ 1.03% |
$64.2K - $66K
|
252K
$6.33M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.52K+ 1.15% |
$63K - $64.7K
|
222K
$5.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.36K+ 0.74% |
$58.9K - $60.5K
|
321K
$8.08M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.31K+ 8.78% |
$57.8K - $59.3K
|
28.6K
$720K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.02K+ 23.77% |
$50.4K - $51.8K
|
10.5K
$264K
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.02K+ 20.67% |
$50.4K - $51.8K
|
11.8K
$296K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.99K+ 3.39% |
$49.8K - $51.1K
|
60.7K
$1.53M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.98K+ 1.05% |
$49.5K - $50.9K
|
191K
$4.79M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
1.94K+ 5.21% |
$48.4K - $49.7K
|
39K
$982K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
1.88K+ 4.16% |
$47K - $48.3K
|
47.1K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.83K+ 23.2% |
$45.7K - $46.9K
|
9.7K
$244K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.68K+ 9.81% |
$42K - $43.1K
|
18.8K
$473K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.35K+ 1.83% |
$33.8K - $34.7K
|
75.3K
$1.89M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.33K+ 10.55% |
$33.3K - $34.2K
|
14K
$351K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.33K+ 3.31% |
$33.2K - $34.1K
|
41.5K
$1.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.33K+ 3.76% |
$33.1K - $34K
|
36.6K
$920K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.28K+ 15.61% |
$32K - $32.8K
|
9.47K
$238K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.22K+ 3.69% |
$30.5K - $31.3K
|
34.3K
$862K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.01K+ 50.5% |
$25.2K - $25.9K
|
3.01K
$75.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1KNew |
$25K - $25.7K
|
1K
$25.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
915New |
$22.9K - $23.5K
|
915
$23K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
911+ 4.82% |
$22.8K - $23.4K
|
19.8K
$498K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
883+ 2.31% |
$22.1K - $22.7K
|
39.1K
$982K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
863+ 3.54% |
$21.6K - $22.2K
|
25.2K
$634K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
759+ 0.72% |
$19K - $19.5K
|
106K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
719+ 6.32% |
$18K - $18.5K
|
12.1K
$304K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
710+ 7.05% |
$17.7K - $18.2K
|
10.8K
$271K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
679+ 1.4% |
$17K - $17.4K
|
49.2K
$1.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
548+ 3.97% |
$13.7K - $14.1K
|
14.3K
$361K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
488+ 6.24% |
$12.2K - $12.5K
|
8.31K
$209K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
468New |
$11.7K - $12K
|
468
$11.8K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
424+ 35.87% |
$10.6K - $10.9K
|
1.61K
$40.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
415+ 3.35% |
$10.4K - $10.7K
|
12.8K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
400+ 4.51% |
$10K - $10.3K
|
9.26K
$233K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
300New |
$7.5K - $7.7K
|
300
$7.55K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
293+ 0.34% |
$7.32K - $7.52K
|
87.5K
$2.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
287+ 0.09% |
$7.17K - $7.37K
|
330K
$8.3M
|