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 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-49.4K- 9.05% |
$1.23M - $1.29M
|
496K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-50.5K- 34.61% |
$1.26M - $1.32M
|
95.5K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-50.7K- 1.98% |
$1.27M - $1.33M
|
2.51M
$63M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-60.1K- 48.7% |
$1.5M - $1.57M
|
63.3K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60.8K- 99.9% |
$1.52M - $1.59M
|
60
$1.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-66.8K- 42.59% |
$1.67M - $1.75M
|
90.1K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-72.2K- 2.09% |
$1.8M - $1.89M
|
3.39M
$85.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-72.4K- 12.04% |
$1.81M - $1.89M
|
529K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-74K- 45.09% |
$1.85M - $1.94M
|
90.1K
$2.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-86.3K- 27.02% |
$2.15M - $2.26M
|
233K
$5.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-96.1K- 8.13% |
$2.4M - $2.51M
|
1.09M
$27.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-98.9K- 60.13% |
$2.47M - $2.59M
|
65.6K
$1.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-101K- 62.21% |
$2.52M - $2.65M
|
61.5K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-181K- 4.62% |
$4.51M - $4.73M
|
3.74M
$94M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-185K- 24.22% |
$4.61M - $4.83M
|
578K
$14.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-238K- 53.04% |
$5.94M - $6.23M
|
211K
$5.31M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-258K- 11.16% |
$6.44M - $6.75M
|
2.06M
$51.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-269K- 11.52% |
$6.72M - $7.04M
|
2.07M
$52M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-298K- 96.75% |
$7.43M - $7.79M
|
10K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-329K- 50.67% |
$8.21M - $8.6M
|
320K
$8.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-468K- 30.76% |
$11.7M - $12.2M
|
1.05M
$26.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-477K- 91.83% |
$11.9M - $12.5M
|
42.4K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-679K- 46.63% |
$16.9M - $17.8M
|
778K
$19.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-804K- 40.86% |
$20.1M - $21M
|
1.16M
$29.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.03M- 44.91% |
$25.7M - $27M
|
1.27M
$31.9M
|