Purchases and Sales Made in Q4 2024 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
21.1K+ 6.18% |
$525K - $550K
|
361K
$9.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
21K+ 122.82% |
$523K - $548K
|
38K
$961K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
20.2KNew |
$504K - $528K
|
20.2K
$510K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
20.2K+ 1.0% |
$503K - $527K
|
2.04M
$51.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
20.1KNew |
$500K - $524K
|
20.1K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
19.6K+ 4.71% |
$490K - $513K
|
437K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
19.2K+ 24.34% |
$478K - $501K
|
97.9K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
18.2K+ 7.04% |
$453K - $475K
|
276K
$6.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
17.7K+ 7.85% |
$442K - $463K
|
243K
$6.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
17.4K+ 5.46% |
$435K - $456K
|
337K
$8.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
17.2KNew |
$428K - $449K
|
17.2K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
17K+ 4.91% |
$424K - $444K
|
363K
$9.17M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
16.6K+ 7.84% |
$415K - $435K
|
229K
$5.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
15.7K+ 8.29% |
$391K - $410K
|
205K
$5.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
15.1KNew |
$376K - $394K
|
15.1K
$381K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
14.9K+ 33.3% |
$371K - $389K
|
59.6K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.6K+ 27.81% |
$365K - $382K
|
67.2K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
14.6K+ 35.03% |
$365K - $382K
|
56.4K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14.3KNew |
$358K - $375K
|
14.3K
$362K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.3K+ 4.99% |
$355K - $373K
|
300K
$7.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
14.2K+ 10.4% |
$353K - $370K
|
150K
$3.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
14.1K+ 20.7% |
$352K - $369K
|
82.3K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
14K+ 5.41% |
$350K - $366K
|
273K
$6.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.8K+ 3.13% |
$345K - $361K
|
455K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.7K+ 26.34% |
$342K - $358K
|
65.7K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13.5K+ 70.75% |
$336K - $352K
|
32.5K
$821K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.5K+ 6.76% |
$336K - $352K
|
212K
$5.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
13.4KNew |
$333K - $349K
|
13.4K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
13.2KNew |
$330K - $345K
|
13.2K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
13.1K+ 2.29% |
$326K - $341K
|
583K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13KNew |
$324K - $340K
|
13K
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
12.5K+ 5.01% |
$311K - $326K
|
261K
$6.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
12.3KNew |
$307K - $322K
|
12.3K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
12.3K+ 2.36% |
$306K - $321K
|
532K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
12.2K+ 1.45% |
$305K - $319K
|
857K
$21.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
12.1K+ 62.1% |
$301K - $316K
|
31.5K
$796K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
12K+ 148.51% |
$299K - $314K
|
20.1K
$507K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
11.9KNew |
$297K - $312K
|
11.9K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
11.9KNew |
$297K - $311K
|
11.9K
$301K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
11.9K+ 7.24% |
$296K - $310K
|
176K
$4.44M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
11.8K+ 0.16% |
$294K - $308K
|
7.41M
$187M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.8KNew |
$293K - $307K
|
11.8K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
11.7K+ 1.09% |
$291K - $305K
|
1.09M
$27.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
11.3K+ 32.33% |
$283K - $296K
|
46.4K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10.8K+ 3.76% |
$270K - $283K
|
299K
$7.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10.5KNew |
$261K - $273K
|
10.5K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10.2K+ 43.25% |
$256K - $268K
|
33.9K
$858K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.2K+ 22.25% |
$255K - $267K
|
56.1K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
10.1K+ 4.62% |
$251K - $263K
|
228K
$5.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
9.93K+ 1.84% |
$248K - $260K
|
549K
$13.9M
|