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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
38.9K+ 7.6% |
$922K - $1M
|
551K
$13.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
38.1K+ 31.98% |
$904K - $982K
|
157K
$3.96M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36.3K+ 42.06% |
$860K - $933K
|
122K
$3.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
35.7KNew |
$845K - $918K
|
35.7K
$897K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
35.2KNew |
$836K - $907K
|
35.2K
$886K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
32K+ 12.43% |
$758K - $823K
|
289K
$7.27M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
30.5KNew |
$723K - $785K
|
30.5K
$767K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
30K+ 13.41% |
$711K - $771K
|
254K
$6.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
29.9KNew |
$710K - $771K
|
29.9K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29.6KNew |
$703K - $763K
|
29.6K
$746K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
29.6K+ 49.67% |
$701K - $761K
|
89.1K
$2.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
28.2KNew |
$668K - $726K
|
28.2K
$709K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
27K+ 1.31% |
$640K - $695K
|
2.08M
$52.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
24.2KNew |
$573K - $622K
|
24.2K
$608K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
24K+ 272.29% |
$568K - $617K
|
32.8K
$824K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
23.7KNew |
$562K - $610K
|
23.7K
$596K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
22.5K+ 24.43% |
$534K - $579K
|
115K
$2.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22.4K+ 9.68% |
$532K - $577K
|
254K
$6.39M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
21.2K+ 4.39% |
$502K - $545K
|
503K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.1K+ 12.05% |
$500K - $543K
|
196K
$4.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
20.9K+ 75.76% |
$496K - $539K
|
48.6K
$1.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
20.7K+ 7.88% |
$492K - $534K
|
284K
$7.14M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
20.6K+ 3.6% |
$488K - $530K
|
593K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
20.3K+ 4.65% |
$480K - $522K
|
456K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
20.2K+ 4.86% |
$480K - $521K
|
437K
$11M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
20.1K+ 126.68% |
$478K - $519K
|
36K
$907K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
20K+ 21.32% |
$475K - $516K
|
114K
$2.87M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
19.8KNew |
$471K - $511K
|
19.8K
$499K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
19.4KNew |
$459K - $498K
|
19.4K
$487K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
19.3K+ 6.3% |
$459K - $498K
|
326K
$8.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.1KNew |
$453K - $492K
|
19.1K
$480K
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
19.1K+ 1.59% |
$452K - $490K
|
1.22M
$30.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18.6KNew |
$441K - $478K
|
18.6K
$467K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
18.3K+ 25.52% |
$434K - $471K
|
90.1K
$2.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Brown Financial Advisory
|
BUY
|
- |
18.1KNew |
$429K - $466K
|
18.1K
$455K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
18.1K+ 40.39% |
$429K - $465K
|
62.8K
$1.58M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
17.6KNew |
$416K - $452K
|
17.6K
$442K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
17.6K+ 51.48% |
$416K - $452K
|
51.7K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.9K+ 22.43% |
$401K - $435K
|
92.2K
$2.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16.8K+ 65.21% |
$398K - $432K
|
42.5K
$1.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.6K+ 0.41% |
$394K - $428K
|
4.07M
$102M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
16K+ 7.9% |
$380K - $413K
|
219K
$5.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.7KNew |
$373K - $404K
|
15.7K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.6K+ 48.2% |
$369K - $401K
|
47.9K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
15.2K+ 17.67% |
$361K - $392K
|
101K
$2.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
14.5KNew |
$344K - $373K
|
14.5K
$364K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13.9K+ 28.7% |
$330K - $358K
|
62.5K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
13.2K+ 5.77% |
$312K - $339K
|
241K
$6.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13KNew |
$309K - $335K
|
13K
$327K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
12.7K+ 15.54% |
$301K - $327K
|
94.4K
$2.37M
|