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 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-197K- 2.75% |
$4.66M - $5.06M
|
6.96M
$175M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-197K- 2.75% |
$4.66M - $5.06M
|
6.96M
$175M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-266K- 21.99% |
$6.3M - $6.84M
|
943K
$23.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-318K- 62.12% |
$7.55M - $8.19M
|
194K
$4.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-325K- 95.01% |
$7.7M - $8.36M
|
17.1K
$429K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-365K- 7.8% |
$8.65M - $9.39M
|
4.31M
$108M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-378K- 8.81% |
$8.97M - $9.74M
|
3.92M
$98.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-407K- 19.57% |
$9.65M - $10.5M
|
1.67M
$42.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-432K- 36.01% |
$10.3M - $11.1M
|
769K
$19.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-555K- 74.34% |
$13.2M - $14.3M
|
192K
$4.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-886K- 4.2% |
$21M - $22.8M
|
20.2M
$508M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.24M- 44.33% |
$29.5M - $32M
|
1.56M
$39.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2M- 65.0% |
$47.3M - $51.4M
|
1.08M
$27M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.34M- 70.84% |
$55.4M - $60.2M
|
962K
$24.2M
|