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 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7.19K- 1.21% |
$180K - $184K
|
586K
$14.7M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.35K- 35.18% |
$184K - $189K
|
13.5K
$340K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7.69K- 1.69% |
$192K - $197K
|
448K
$11.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-8.17K- 2.88% |
$204K - $210K
|
276K
$6.93M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.31K- 35.1% |
$208K - $213K
|
15.4K
$387K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-8.38K- 35.31% |
$209K - $215K
|
15.4K
$386K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.39K- 3.08% |
$210K - $215K
|
264K
$6.65M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.84K- 1.39% |
$221K - $227K
|
627K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-9.65K- 6.3% |
$241K - $248K
|
144K
$3.61M
|
|
|
May 07, 2024
Q1 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-9.73K- 1.95% |
$243K - $250K
|
489K
$12.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-10.2K- 28.73% |
$256K - $263K
|
25.4K
$639K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-10.5K- 94.74% |
$262K - $269K
|
582
$14.6K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-10.7K- 13.58% |
$268K - $276K
|
68.3K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-11.4K- 3.5% |
$286K - $294K
|
315K
$7.92M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-11.5K- 6.47% |
$288K - $295K
|
166K
$4.19M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-11.6K- 53.35% |
$290K - $298K
|
10.2K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.8K- 12.75% |
$294K - $302K
|
80.5K
$2.02M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12K- 30.41% |
$300K - $309K
|
27.5K
$692K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-13.1K- 30.65% |
$327K - $336K
|
29.6K
$745K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-13.2K- 31.16% |
$331K - $340K
|
29.3K
$736K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-13.3K- 4.56% |
$332K - $341K
|
278K
$6.99M
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-13.8K- 3.53% |
$345K - $354K
|
377K
$9.48M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-13.9K- 72.4% |
$347K - $356K
|
5.29K
$133K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.4K- 23.48% |
$360K - $370K
|
46.9K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-14.4K- 48.11% |
$360K - $370K
|
15.5K
$391K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-15.1K- 5.21% |
$377K - $388K
|
275K
$6.91M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.6K- 34.69% |
$415K - $427K
|
31.3K
$787K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-17.1K- 33.16% |
$428K - $440K
|
34.5K
$868K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-17.6K- 1.29% |
$439K - $451K
|
1.34M
$33.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-18.3K- 97.77% |
$456K - $469K
|
416
$10.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-19.5K- 9.82% |
$488K - $502K
|
180K
$4.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-21.5K- 9.86% |
$536K - $551K
|
196K
$4.93M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-22.6K- 53.34% |
$565K - $581K
|
19.8K
$498K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-22.9K- 8.75% |
$572K - $588K
|
239K
$6.01M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.4K- 19.14% |
$586K - $602K
|
99K
$2.49M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-24K- 44.78% |
$599K - $615K
|
29.6K
$744K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-24.1K- 67.86% |
$601K - $618K
|
11.4K
$287K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-24.2K- 38.57% |
$606K - $622K
|
38.6K
$971K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-27.2K- 6.5% |
$680K - $699K
|
392K
$9.86M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.6K- 3.1% |
$690K - $709K
|
864K
$21.7M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-28.1K- 5.55% |
$701K - $720K
|
478K
$12M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-28.3K- 1.3% |
$708K - $728K
|
2.15M
$54M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-28.6K- 29.5% |
$715K - $734K
|
68.3K
$1.72M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-30.8K- 10.94% |
$770K - $791K
|
251K
$6.31M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-31.3K- 18.2% |
$782K - $803K
|
141K
$3.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-31.5K- 2.9% |
$788K - $809K
|
1.06M
$26.5M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-34.2K- 54.32% |
$856K - $879K
|
28.8K
$724K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-35.2K- 38.75% |
$879K - $903K
|
55.6K
$1.4M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-39K- 37.94% |
$973K - $1M
|
63.7K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-42K- 77.98% |
$1.05M - $1.08M
|
11.8K
$298K
|