Purchases and Sales Made in Q2 2024 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-145K- 8.29% |
$3.56M - $3.66M
|
1.6M
$40.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-153K- 44.01% |
$3.74M - $3.86M
|
194K
$4.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-162K- 3.62% |
$3.97M - $4.09M
|
4.31M
$110M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-173K- 4.19% |
$4.25M - $4.38M
|
3.96M
$101M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-183K- 9.22% |
$4.5M - $4.64M
|
1.81M
$46.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-195K- 5.18% |
$4.79M - $4.94M
|
3.58M
$91.2M
|
|
|
Apr 10, 2025
Q2 2024
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-208K- 19.11% |
$5.09M - $5.25M
|
878K
$22.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-209K- 26.86% |
$5.12M - $5.28M
|
568K
$14.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-305K- 10.51% |
$7.49M - $7.72M
|
2.6M
$66.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-350K- 41.18% |
$8.59M - $8.85M
|
500K
$12.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-540K- 12.26% |
$13.3M - $13.7M
|
3.86M
$98.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-582K- 45.95% |
$14.3M - $14.7M
|
685K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-624K- 18.77% |
$15.3M - $15.8M
|
2.7M
$68.8M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-788K- 28.07% |
$19.3M - $19.9M
|
2.02M
$51.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-1.03M- 37.0% |
$25.2M - $25.9M
|
1.75M
$44.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.13M- 84.21% |
$52.2M - $53.8M
|
399K
$10.2M
|