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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-415- 3.91% |
$10.4K - $10.7K
|
10.2K
$257K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-417- 3.89% |
$10.4K - $10.7K
|
10.3K
$259K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-522- 0.66% |
$13K - $13.4K
|
78.1K
$1.96M
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-528- 2.71% |
$13.2K - $13.6K
|
18.9K
$476K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-606- 6.31% |
$15.1K - $15.6K
|
9.01K
$226K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-629- 0.75% |
$15.7K - $16.1K
|
83.4K
$2.1M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-630- 5.59% |
$15.7K - $16.2K
|
10.6K
$268K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-670- 1.21% |
$16.7K - $17.2K
|
54.7K
$1.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-673- 1.08% |
$16.8K - $17.3K
|
61.8K
$1.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-721- 22.76% |
$18K - $18.5K
|
2.45K
$61.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-867- 6.89% |
$21.7K - $22.3K
|
11.7K
$295K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-878- 0.87% |
$21.9K - $22.5K
|
101K
$2.53M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.2K- 5.72% |
$30K - $30.8K
|
19.8K
$498K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.23K- 1.07% |
$30.6K - $31.4K
|
113K
$2.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.29K- 7.76% |
$32.3K - $33.2K
|
15.4K
$386K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.3K- 8.18% |
$32.6K - $33.4K
|
14.6K
$368K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-1.4K- 0.64% |
$34.9K - $35.8K
|
216K
$5.42M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.58K- 13.46% |
$39.4K - $40.5K
|
10.1K
$255K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.59K- 4.66% |
$39.8K - $40.9K
|
32.6K
$821K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.65K- 8.17% |
$41.2K - $42.3K
|
18.5K
$466K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.78K- 8.77% |
$44.4K - $45.6K
|
18.5K
$464K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.8K- 6.46% |
$44.9K - $46.1K
|
26K
$654K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.96K- 31.16% |
$49.1K - $50.4K
|
4.34K
$109K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-2K- 2.56% |
$50K - $51.3K
|
76.2K
$1.92M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.17K- 0.24% |
$54.3K - $55.7K
|
912K
$22.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-2.24K- 6.22% |
$56K - $57.5K
|
33.8K
$850K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.29K- 18.78% |
$57.2K - $58.7K
|
9.9K
$249K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.37K- 11.42% |
$59.3K - $60.9K
|
18.4K
$463K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-2.39K- 3.4% |
$59.7K - $61.4K
|
67.8K
$1.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.67K- 21.03% |
$66.6K - $68.4K
|
10K
$252K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.13K- 1.23% |
$78.2K - $80.4K
|
251K
$6.31M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3.33K- 10.9% |
$83.1K - $85.4K
|
27.2K
$684K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-3.33K- 18.97% |
$83.3K - $85.5K
|
14.2K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.42K- 64.13% |
$85.4K - $87.8K
|
1.91K
$48.1K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.42K- 3.98% |
$85.5K - $87.8K
|
82.4K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.87K- 15.32% |
$96.7K - $99.3K
|
21.4K
$538K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-4.03K- 20.83% |
$101K - $104K
|
15.3K
$385K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.1K- 1.17% |
$102K - $105K
|
347K
$8.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.34K- 3.69% |
$108K - $111K
|
113K
$2.84M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-4.45K- 7.86% |
$111K - $114K
|
52.2K
$1.31M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.53K- 36.72% |
$113K - $116K
|
7.81K
$197K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.65K- 14.23% |
$116K - $119K
|
28K
$704K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.98K- 68.52% |
$124K - $128K
|
2.29K
$57.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.13K- 36.85% |
$128K - $132K
|
8.79K
$221K
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-5.3K- 1.23% |
$132K - $136K
|
426K
$10.7M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-5.63K- 4.52% |
$141K - $144K
|
119K
$2.99M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5.97K- 39.28% |
$149K - $153K
|
9.23K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-6.14K- 37.63% |
$153K - $158K
|
10.2K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-6.68K- 92.03% |
$167K - $171K
|
578
$14.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6.96K- 7.73% |
$174K - $179K
|
83.1K
$2.09M
|