Purchases and Sales Made in Q3 2023 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
345New |
$8.38K - $8.79K
|
345
$8.64K
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
340+ 1.98% |
$8.26K - $8.66K
|
17.5K
$439K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
336+ 247.06% |
$8.16K - $8.56K
|
472
$11.8K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
304New |
$7.38K - $7.74K
|
304
$7.61K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
286+ 0.86% |
$6.94K - $7.28K
|
33.7K
$843K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
245+ 1.12% |
$5.95K - $6.24K
|
22.1K
$552K
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
245+ 1.95% |
$5.95K - $6.24K
|
12.8K
$320K
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
171+ 1.46% |
$4.15K - $4.36K
|
11.9K
$297K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
97+ 6.98% |
$2.36K - $2.47K
|
1.49K
$37.2K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
80+ 0.65% |
$1.94K - $2.04K
|
12.5K
$312K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
70New |
$1.7K - $1.78K
|
70
$1.75K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
64+ 0.71% |
$1.55K - $1.63K
|
9.12K
$228K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
59+ 0.69% |
$1.43K - $1.5K
|
8.57K
$215K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
51+ 0.73% |
$1.24K - $1.3K
|
7.05K
$177K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
35+ 5.79% |
$850 - $891
|
639
$16K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
29New |
$704 - $739
|
29
$726
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
26+ 0.28% |
$631 - $662
|
9.27K
$232K
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15+ 6.94% |
$364 - $382
|
231
$5.78K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 0.87% |
$146 - $153
|
695
$17.4K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
5+ 0.57% |
$121 - $127
|
888
$22.2K
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
4+ 0.88% |
$97.1 - $102
|
458
$11.5K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.56% |
$97.1 - $102
|
724
$18.1K
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.78% |
$48.6 - $50.9
|
260
$6.51K
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.85% |
$24.3 - $25.5
|
55
$1.38K
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-4- 0.04% |
$97.1 - $102
|
9.38K
$235K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-7- 0.61% |
$170 - $178
|
1.14K
$28.5K
|
|
Oct 10, 2023
Q3 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-8- 0.18% |
$194 - $204
|
4.47K
$112K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-8- 0.86% |
$194 - $204
|
923
$23.1K
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-13- 0.08% |
$316 - $331
|
15.3K
$383K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-27- 50.94% |
$656 - $688
|
26
$651
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29- 0.02% |
$704 - $739
|
173K
$4.33M
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-46- 0.15% |
$1.12K - $1.17K
|
29.8K
$746K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-57- 0.92% |
$1.38K - $1.45K
|
6.11K
$153K
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-62- 0.66% |
$1.51K - $1.58K
|
9.34K
$234K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-62- 0.64% |
$1.51K - $1.58K
|
9.64K
$241K
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-65- 2.74% |
$1.58K - $1.66K
|
2.3K
$57.7K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-65- 0.69% |
$1.58K - $1.66K
|
9.33K
$234K
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-80- 3.72% |
$1.94K - $2.04K
|
2.07K
$51.8K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-127- 54.98% |
$3.08K - $3.23K
|
104
$2.6K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-139- 14.4% |
$3.37K - $3.54K
|
826
$20.7K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-166Closed |
$4.03K - $4.23K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-238- 2.28% |
$5.78K - $6.06K
|
10.2K
$256K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-264- 36.62% |
$6.41K - $6.72K
|
457
$11.4K
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-277- 0.28% |
$6.73K - $7.06K
|
100K
$2.5M
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-280- 7.04% |
$6.8K - $7.13K
|
3.7K
$92.6K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-292- 9.22% |
$7.09K - $7.44K
|
2.87K
$72K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-293- 56.78% |
$7.11K - $7.46K
|
223
$5.58K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-362- 1.46% |
$8.79K - $9.22K
|
24.5K
$613K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-377- 2.06% |
$9.15K - $9.6K
|
17.9K
$449K
|