Latest Institutional Purchases of Spdr Portfolio Aggregate Bond (SPAB)
This list provides information on the latest institutional transactions involving Spdr Portfolio Aggregate Bond (SPAB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
734KNew |
$17.4M - $18.9M
|
734K
$18.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
309K+ 471.68% |
$7.32M - $7.95M
|
374K
$9.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
291KNew |
$6.91M - $7.5M
|
291K
$7.35M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
215KNew |
$5.09M - $5.52M
|
215K
$5.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
53.9KNew |
$1.28M - $1.39M
|
53.9K
$1.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
45.5KNew |
$1.08M - $1.17M
|
45.5K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29.6KNew |
$703K - $763K
|
29.6K
$747K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
28.2KNew |
$668K - $726K
|
28.2K
$711K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18.6KNew |
$441K - $478K
|
18.6K
$469K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.6K+ 0.41% |
$394K - $428K
|
4.07M
$103M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13KNew |
$309K - $335K
|
13K
$328K
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
11.2KNew |
$264K - $287K
|
11.2K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
10.5KNew |
$249K - $270K
|
10.5K
$265K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
10.4KNew |
$246K - $267K
|
10.4K
$262K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.86KNew |
$186K - $202K
|
7.86K
$198K
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
BUY
|
- |
7.5KNew |
$178K - $193K
|
7.5K
$189K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.88KNew |
$68.2K - $74K
|
2.88K
$72.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.73KNew |
$64.7K - $70.3K
|
2.73K
$68.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.53KNew |
$36.3K - $39.4K
|
1.53K
$38.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.35KNew |
$31.9K - $34.6K
|
1.35K
$33.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.12KNew |
$26.6K - $28.8K
|
1.12K
$28.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
598New |
$14.2K - $15.4K
|
598
$15.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
598New |
$14.2K - $15.4K
|
598
$15.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
488+ 54.95% |
$11.6K - $12.6K
|
1.38K
$34.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
275New |
$6.52K - $7.08K
|
275
$6.93K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
221+ 1.79% |
$5.24K - $5.69K
|
12.6K
$317K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
186New |
$4.41K - $4.79K
|
186
$4.69K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
84New |
$1.99K - $2.16K
|
84
$2.12K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
81New |
$1.92K - $2.08K
|
81
$2.04K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 1.21% |
$190 - $206
|
669
$16.9K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.01% |
$23.7 - $25.7
|
17K
$429K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1New |
$23.7 - $25.7
|
1
$25.2
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
415KNew |
$10.1M - $10.6M
|
415K
$10.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
55.9KNew |
$1.36M - $1.42M
|
55.9K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.3KNew |
$541K - $568K
|
22.3K
$562K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.8KNew |
$311K - $326K
|
12.8K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.82KNew |
$238K - $250K
|
9.82K
$248K
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.51K+ 4.49% |
$85.3K - $89.5K
|
81.7K
$2.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.5KNew |
$85K - $89.1K
|
3.5K
$88.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.33K+ 13.39% |
$32.4K - $34K
|
11.3K
$285K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
876+ 35.77% |
$21.3K - $22.3K
|
3.33K
$83.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
755+ 4.56% |
$18.3K - $19.2K
|
17.3K
$436K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
639New |
$15.5K - $16.3K
|
639
$16.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
345New |
$8.38K - $8.79K
|
345
$8.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
70New |
$1.7K - $1.78K
|
70
$1.76K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.85% |
$24.3 - $25.5
|
55
$1.39K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.48MNew |
$37.4M - $38.6M
|
1.48M
$37.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
73.2K+ 10.38% |
$1.85M - $1.9M
|
778K
$19.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
64.2K+ 15.08% |
$1.62M - $1.67M
|
490K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
50KNew |
$1.26M - $1.3M
|
50K
$1.26M
|
|