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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
150K+ 112.82% |
$3.57M - $3.87M
|
284K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
128K+ 4.88% |
$3.04M - $3.29M
|
2.75M
$69.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
112K+ 127.7% |
$2.65M - $2.87M
|
199K
$5.01M
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
111K+ 24.7% |
$2.63M - $2.86M
|
561K
$14.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
110K+ 3.98% |
$2.6M - $2.82M
|
2.87M
$72.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
106K+ 334.32% |
$2.51M - $2.73M
|
138K
$3.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
103KNew |
$2.44M - $2.65M
|
103K
$2.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
102KNew |
$2.43M - $2.63M
|
102K
$2.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
101K+ 6.18% |
$2.39M - $2.59M
|
1.73M
$43.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
98.7K+ 12.91% |
$2.34M - $2.54M
|
863K
$21.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
91.8K+ 2.09% |
$2.18M - $2.36M
|
4.48M
$113M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
90.3K+ 1.09% |
$2.14M - $2.32M
|
8.35M
$210M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
90K+ 8.58% |
$2.13M - $2.32M
|
1.14M
$28.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
89.4K+ 6.07% |
$2.12M - $2.3M
|
1.56M
$39.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
89.3K+ 38.87% |
$2.12M - $2.3M
|
319K
$8.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
84.9K+ 28.04% |
$2.01M - $2.18M
|
387K
$9.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
80.5KNew |
$1.91M - $2.07M
|
80.5K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
79.1KNew |
$1.87M - $2.04M
|
79.1K
$1.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
76.7K+ 3.22% |
$1.82M - $1.97M
|
2.46M
$61.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
75.9K+ 12.61% |
$1.8M - $1.95M
|
677K
$17M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
75.2K+ 4.44% |
$1.78M - $1.94M
|
1.77M
$44.5M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
74.8KNew |
$1.77M - $1.92M
|
74.8K
$1.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
72.9K+ 16.43% |
$1.73M - $1.88M
|
516K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
68.7K+ 8.89% |
$1.63M - $1.77M
|
842K
$21.2M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
66K+ 15.95% |
$1.57M - $1.7M
|
480K
$12.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
65.7K+ 8.56% |
$1.56M - $1.69M
|
833K
$20.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
65K+ 10.92% |
$1.54M - $1.67M
|
660K
$16.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
60.6K+ 10.38% |
$1.44M - $1.56M
|
645K
$16.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
56.6KNew |
$1.34M - $1.46M
|
56.6K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
55.9K+ 10.61% |
$1.32M - $1.44M
|
582K
$14.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
55.6K+ 14.8% |
$1.32M - $1.43M
|
431K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
55.6KNew |
$1.32M - $1.43M
|
55.6K
$1.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
55.5K+ 13.95% |
$1.32M - $1.43M
|
453K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55.2K+ 41.16% |
$1.31M - $1.42M
|
189K
$4.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
54.4K+ 34.56% |
$1.29M - $1.4M
|
212K
$5.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
54K+ 22.6% |
$1.28M - $1.39M
|
293K
$7.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
53.9KNew |
$1.28M - $1.39M
|
53.9K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
53.8KNew |
$1.28M - $1.39M
|
53.8K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
50.8K+ 7.2% |
$1.2M - $1.31M
|
756K
$19M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
47.8KNew |
$1.13M - $1.23M
|
47.8K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
47K+ 48.2% |
$1.11M - $1.21M
|
144K
$3.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
46.7KNew |
$1.11M - $1.2M
|
46.7K
$1.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
45.5KNew |
$1.08M - $1.17M
|
45.5K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
45.5K+ 5.87% |
$1.08M - $1.17M
|
821K
$20.6M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
43.2K+ 67.27% |
$1.03M - $1.11M
|
108K
$2.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
42.7KNew |
$1.01M - $1.1M
|
42.7K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42.2K+ 52.78% |
$1M - $1.09M
|
122K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.9KNew |
$994K - $1.08M
|
41.9K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.7K+ 17.55% |
$966K - $1.05M
|
273K
$6.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
39.6K+ 32.66% |
$940K - $1.02M
|
161K
$4.05M
|