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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
57+ 0.93% |
$1.35K - $1.47K
|
6.17K
$155K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
57+ 0.93% |
$1.35K - $1.47K
|
6.17K
$155K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
54+ 24.22% |
$1.28K - $1.39K
|
277
$6.97K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
45+ 7.04% |
$1.07K - $1.16K
|
684
$17.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.94% |
$569 - $618
|
2.59K
$65.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
23+ 0.24% |
$545 - $592
|
9.7K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
16+ 3.39% |
$379 - $412
|
488
$12.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
10New |
$237 - $257
|
10
$252
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 1.44% |
$237 - $257
|
705
$17.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9New |
$213 - $232
|
9
$226
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 1.21% |
$190 - $206
|
669
$16.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
6+ 1.31% |
$142 - $154
|
464
$11.7K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 1.15% |
$71.1 - $77.2
|
263
$6.61K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2+ 0.87% |
$47.4 - $51.5
|
233
$5.86K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.01% |
$23.7 - $25.7
|
17K
$428K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1New |
$23.7 - $25.7
|
1
$25.2
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-5- 0.11% |
$119 - $129
|
4.47K
$112K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12- 0.1% |
$285 - $309
|
12.5K
$313K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-23- 1.14% |
$545 - $592
|
1.99K
$50K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-33- 4.56% |
$782 - $849
|
691
$17.4K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-40- 1.74% |
$948 - $1.03K
|
2.26K
$56.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-48- 1.67% |
$1.14K - $1.24K
|
2.83K
$71.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-97- 0.74% |
$2.3K - $2.5K
|
13K
$328K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-113- 6.05% |
$2.68K - $2.91K
|
1.76K
$44.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-143- 0.58% |
$3.39K - $3.68K
|
24.3K
$612K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-154- 1.2% |
$3.65K - $3.96K
|
12.6K
$318K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-206- 26.65% |
$4.88K - $5.3K
|
567
$14.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-227- 2.18% |
$5.38K - $5.84K
|
10.2K
$257K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-247- 0.77% |
$5.86K - $6.36K
|
31.6K
$795K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-254- 2.79% |
$6.02K - $6.54K
|
8.86K
$223K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-297- 1.55% |
$7.04K - $7.64K
|
18.8K
$473K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-302- 2.34% |
$7.16K - $7.77K
|
12.6K
$317K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-307- 4.35% |
$7.28K - $7.9K
|
6.74K
$170K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-331- 3.75% |
$7.85K - $8.52K
|
8.49K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-365- 3.66% |
$8.65K - $9.4K
|
9.61K
$242K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-371- 4.44% |
$8.8K - $9.55K
|
7.98K
$201K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-378- 4.41% |
$8.96K - $9.73K
|
8.19K
$206K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-395- 2.26% |
$9.37K - $10.2K
|
17.1K
$431K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-488- 4.11% |
$11.6K - $12.6K
|
11.4K
$286K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-488- 5.87% |
$11.6K - $12.6K
|
7.82K
$197K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-524- 46.58% |
$12.4K - $13.5K
|
601
$15.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-544- 0.15% |
$12.9K - $14K
|
351K
$8.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-780- 7.37% |
$18.5K - $20.1K
|
9.8K
$247K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-910- 6.7% |
$21.6K - $23.4K
|
12.7K
$319K
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-918- 0.6% |
$21.8K - $23.6K
|
153K
$3.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-924- 99.78% |
$21.9K - $23.8K
|
2
$50.3
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-981- 3.49% |
$23.3K - $25.3K
|
27.2K
$683K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-988- 4.14% |
$23.4K - $25.4K
|
22.8K
$575K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.02K- 4.61% |
$24.1K - $26.2K
|
21.1K
$530K
|