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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-865- 1.3% |
$21.6K - $22.6K
|
65.8K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.08K- 1.42% |
$26.8K - $28.1K
|
74.5K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.14K- 7.1% |
$28.3K - $29.7K
|
14.8K
$374K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.16K- 3.77% |
$29K - $30.3K
|
29.7K
$748K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.18K- 0.33% |
$29.3K - $30.7K
|
354K
$8.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.18K- 4.66% |
$29.5K - $30.9K
|
24.2K
$609K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.19K- 5.67% |
$29.7K - $31.1K
|
19.8K
$500K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.23K- 1.71% |
$30.7K - $32.2K
|
70.9K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.25K- 5.39% |
$31.1K - $32.5K
|
21.8K
$550K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.29K- 0.35% |
$32.2K - $33.7K
|
368K
$9.27M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.37K- 15.21% |
$34.2K - $35.8K
|
7.64K
$192K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.4K- 7.39% |
$34.8K - $36.5K
|
17.5K
$441K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.44K- 0.47% |
$35.9K - $37.6K
|
308K
$7.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.6K- 1.86% |
$40K - $41.9K
|
84.7K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.75K- 6.31% |
$43.6K - $45.7K
|
25.9K
$654K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.87K- 0.55% |
$46.6K - $48.9K
|
338K
$8.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2.01K- 2.44% |
$50.2K - $52.6K
|
80.5K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.05K- 0.48% |
$51.1K - $53.6K
|
423K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.07K- 12.04% |
$51.6K - $54.1K
|
15.1K
$381K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.15K- 11.44% |
$53.7K - $56.3K
|
16.7K
$421K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.23K- 6.9% |
$55.6K - $58.3K
|
30.1K
$758K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.32K- 5.81% |
$57.9K - $60.7K
|
37.7K
$949K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.37K- 25.22% |
$59.2K - $62K
|
7.04K
$177K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.71K- 2.79% |
$67.5K - $70.8K
|
94.3K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3.01K- 7.68% |
$75K - $78.6K
|
36.1K
$911K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.12K- 24.28% |
$77.8K - $81.5K
|
9.72K
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3.15K- 39.14% |
$78.5K - $82.3K
|
4.9K
$123K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.37K- 85.37% |
$84.1K - $88.1K
|
578
$14.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.57K- 2.63% |
$89K - $93.2K
|
132K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-3.59K- 5.35% |
$89.6K - $93.9K
|
63.5K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-3.68K- 3.94% |
$91.8K - $96.2K
|
89.7K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.96K- 47.57% |
$98.7K - $103K
|
4.36K
$110K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.15K- 1.35% |
$104K - $109K
|
304K
$7.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-4.17K- 1.82% |
$104K - $109K
|
224K
$5.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.25K- 27.64% |
$106K - $111K
|
11.1K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.28K- 3.85% |
$107K - $112K
|
107K
$2.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.38K- 14.86% |
$109K - $115K
|
25.1K
$633K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.4K- 6.71% |
$110K - $115K
|
61.1K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.47K- 0.67% |
$112K - $117K
|
661K
$16.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.47K- 2.1% |
$112K - $117K
|
209K
$5.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-4.56K- 1.09% |
$114K - $119K
|
413K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-4.65K- 33.8% |
$116K - $122K
|
9.11K
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.81K- 64.12% |
$120K - $126K
|
2.69K
$67.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-5.06K- 4.89% |
$126K - $132K
|
98.3K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.06K- 11.26% |
$126K - $132K
|
39.9K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.12K- 54.09% |
$128K - $134K
|
4.35K
$110K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.39K- 0.25% |
$134K - $141K
|
2.12M
$53.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-5.76K- 4.15% |
$144K - $151K
|
133K
$3.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.88K- 2.94% |
$147K - $154K
|
194K
$4.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-6.03K- 0.37% |
$150K - $158K
|
1.62M
$40.9M
|