Purchases and Sales Made in Q3 2024 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7.79KNew |
$194K - $205K
|
7.79K
$196K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
7.79KNew |
$194K - $205K
|
7.79K
$196K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7.76K+ 406.18% |
$193K - $204K
|
9.67K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.54K+ 3.94% |
$187K - $198K
|
199K
$5M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
7.41K+ 0.81% |
$184K - $195K
|
926K
$23.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.39KNew |
$184K - $194K
|
7.39K
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
7.32K+ 2.61% |
$182K - $193K
|
288K
$7.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
7.29K+ 60.56% |
$181K - $192K
|
19.3K
$486K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
7.26K+ 2.97% |
$180K - $191K
|
252K
$6.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.09K+ 3.36% |
$176K - $187K
|
218K
$5.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.74K+ 825.49% |
$167K - $177K
|
7.55K
$190K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
6.71K+ 9.35% |
$167K - $177K
|
78.4K
$1.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
6.55K+ 5.06% |
$163K - $172K
|
136K
$3.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.46K+ 16.87% |
$160K - $170K
|
44.7K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.42K+ 44.52% |
$159K - $169K
|
20.8K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.26K+ 0.44% |
$156K - $165K
|
1.43M
$35.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.12K+ 3.16% |
$152K - $161K
|
200K
$5.03M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
5.88K+ 13.12% |
$146K - $155K
|
50.7K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.84K+ 160.75% |
$145K - $154K
|
9.47K
$238K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.83K+ 24.64% |
$145K - $154K
|
29.5K
$741K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.81K+ 36.64% |
$144K - $153K
|
21.7K
$544K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
5.44K+ 2.28% |
$135K - $143K
|
244K
$6.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.43K+ 9.33% |
$135K - $143K
|
63.6K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.16K+ 14.16% |
$128K - $136K
|
41.6K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.95K+ 5.53% |
$123K - $130K
|
94.4K
$2.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.95K+ 24.27% |
$123K - $130K
|
25.3K
$636K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.91K+ 55.47% |
$122K - $129K
|
13.8K
$346K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.89K+ 3.21% |
$121K - $129K
|
157K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.48K+ 2.65% |
$111K - $118K
|
174K
$4.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4K+ 45.25% |
$99.4K - $105K
|
12.8K
$323K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.44K+ 4.7% |
$85.4K - $90.5K
|
76.5K
$1.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.37K+ 583.39% |
$83.8K - $88.8K
|
3.95K
$99.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.16K+ 172.65% |
$78.6K - $83.3K
|
5K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.02K+ 6.19% |
$75.1K - $79.5K
|
51.8K
$1.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.01K+ 1.87% |
$74.9K - $79.3K
|
164K
$4.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.85KNew |
$70.9K - $75.1K
|
2.85K
$71.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.7K+ 26.15% |
$67.1K - $71.1K
|
13K
$327K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.62K+ 13.26% |
$65.1K - $68.9K
|
22.4K
$562K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.39K+ 4.21% |
$59.3K - $62.8K
|
59.1K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.26K+ 0.74% |
$56.3K - $59.6K
|
309K
$7.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.05K+ 13.54% |
$50.9K - $54K
|
17.2K
$432K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.03KNew |
$50.3K - $53.3K
|
2.03K
$50.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2K+ 0.94% |
$49.6K - $52.5K
|
213K
$5.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.87K+ 4.41% |
$46.4K - $49.2K
|
44.3K
$1.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.85K+ 10.51% |
$46K - $48.7K
|
19.4K
$488K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1.79KNew |
$44.5K - $47.1K
|
1.79K
$45K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.61K+ 6.17% |
$40K - $42.4K
|
27.7K
$696K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.58K+ 1.87% |
$39.2K - $41.5K
|
85.9K
$2.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.47KNew |
$36.5K - $38.7K
|
1.47K
$36.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.44K+ 0.43% |
$35.9K - $38K
|
340K
$8.55M
|