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 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
281+ 1.44% |
$7.02K - $7.21K
|
19.8K
$497K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
272+ 16.79% |
$6.8K - $6.98K
|
1.89K
$47.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
249New |
$6.22K - $6.39K
|
249
$6.26K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
245+ 3.07% |
$6.12K - $6.29K
|
8.21K
$207K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
203+ 0.95% |
$5.07K - $5.21K
|
21.6K
$544K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
189+ 28.29% |
$4.72K - $4.85K
|
857
$21.6K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
140+ 0.08% |
$3.5K - $3.59K
|
177K
$4.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
136+ 0.29% |
$3.4K - $3.49K
|
47.2K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
114+ 16.5% |
$2.85K - $2.93K
|
805
$20.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
113New |
$2.82K - $2.9K
|
113
$2.84K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
113New |
$2.82K - $2.9K
|
113
$2.84K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
102+ 5100.0% |
$2.55K - $2.62K
|
104
$2.62K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
101+ 0.48% |
$2.52K - $2.59K
|
21.2K
$532K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
92+ 0.36% |
$2.3K - $2.36K
|
25.5K
$641K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
92New |
$2.3K - $2.36K
|
92
$2.31K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
79+ 2.8% |
$1.97K - $2.03K
|
2.91K
$73.1K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
65+ 9.5% |
$1.62K - $1.67K
|
749
$18.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
57+ 0.61% |
$1.42K - $1.46K
|
9.45K
$238K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
53+ 0.09% |
$1.32K - $1.36K
|
61.4K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
49+ 0.61% |
$1.22K - $1.26K
|
8.07K
$203K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
41+ 0.34% |
$1.02K - $1.05K
|
12.2K
$308K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
27+ 0.05% |
$675 - $693
|
54.1K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.62% |
$400 - $411
|
2.61K
$65.5K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
13+ 5.58% |
$325 - $334
|
246
$6.19K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11New |
$275 - $282
|
11
$277
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10+ 3.48% |
$250 - $257
|
297
$7.47K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
5+ 0.05% |
$125 - $128
|
10.7K
$270K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 0.06% |
$125 - $128
|
7.99K
$201K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4+ 0.67% |
$100 - $103
|
605
$15.2K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 0.57% |
$100 - $103
|
709
$17.8K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.76% |
$50 - $51.3
|
265
$6.66K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2+ 0.43% |
$50 - $51.3
|
466
$11.7K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$25 - $25.7
|
1
$25.2
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 11.11% |
$25 - $25.7
|
8
$201
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-29Closed |
$725 - $744
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-84- 0.78% |
$2.1K - $2.16K
|
10.7K
$269K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-85- 0.83% |
$2.12K - $2.18K
|
10.1K
$254K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-127- 2.06% |
$3.17K - $3.26K
|
6.04K
$152K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-145- 0.24% |
$3.62K - $3.72K
|
61K
$1.53M
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-152- 0.85% |
$3.8K - $3.9K
|
17.6K
$444K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-170- 14.91% |
$4.25K - $4.36K
|
970
$24.4K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-193- 0.19% |
$4.82K - $4.95K
|
102K
$2.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-208- 1.24% |
$5.2K - $5.34K
|
16.5K
$415K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-229- 2.34% |
$5.72K - $5.88K
|
9.57K
$241K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-286- 16.3% |
$7.15K - $7.34K
|
1.47K
$36.9K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-298- 1.71% |
$7.45K - $7.65K
|
17.1K
$430K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-300- 3.09% |
$7.5K - $7.7K
|
9.4K
$236K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-347- 71.11% |
$8.67K - $8.91K
|
141
$3.55K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-411- 3.87% |
$10.3K - $10.6K
|
10.2K
$257K
|