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 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
889K+ 7.45% |
$22.2M - $23.2M
|
12.8M
$321M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
634K+ 16.18% |
$15.8M - $16.6M
|
4.55M
$114M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
229K+ 207.14% |
$5.72M - $6M
|
340K
$8.52M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
227K+ 879.23% |
$5.66M - $5.93M
|
253K
$6.33M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
186K+ 8.35% |
$4.63M - $4.85M
|
2.41M
$60.3M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
172KNew |
$4.29M - $4.5M
|
172K
$4.31M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
158K+ 36.73% |
$3.93M - $4.12M
|
587K
$14.7M
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
104K+ 10.71% |
$2.58M - $2.71M
|
1.07M
$26.8M
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
93.3KNew |
$2.33M - $2.44M
|
93.3K
$2.34M
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
92.9K+ 2.18% |
$2.32M - $2.43M
|
4.35M
$109M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
92.5K+ 79.84% |
$2.31M - $2.42M
|
208K
$5.22M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
91.8KNew |
$2.29M - $2.4M
|
91.8K
$2.3M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
66.9K+ 8.64% |
$1.67M - $1.75M
|
842K
$21.1M
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
59.2K+ 5.7% |
$1.48M - $1.55M
|
1.1M
$27.5M
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
56.9K+ 5.82% |
$1.42M - $1.49M
|
1.03M
$25.9M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
55.8K+ 72.94% |
$1.39M - $1.46M
|
132K
$3.31M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
43.6K+ 1298.6% |
$1.09M - $1.14M
|
47K
$1.18M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
38.9K+ 16.51% |
$969K - $1.02M
|
274K
$6.87M
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
36.4K+ 13.48% |
$907K - $951K
|
306K
$7.67M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.8K+ 28.1% |
$892K - $935K
|
163K
$4.08M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
31.2K+ 2.09% |
$779K - $816K
|
1.53M
$38.3M
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
30.8K+ 21.87% |
$767K - $804K
|
171K
$4.29M
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
23.9K+ 6.9% |
$595K - $624K
|
370K
$9.25M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
22.5K+ 2.65% |
$562K - $589K
|
872K
$21.8M
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
21.2KNew |
$530K - $555K
|
21.2K
$532K
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
21K+ 122.82% |
$523K - $548K
|
38K
$952K
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
20.1KNew |
$500K - $524K
|
20.1K
$502K
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
16.6K+ 7.84% |
$415K - $435K
|
229K
$5.73M
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
15.7K+ 8.29% |
$391K - $410K
|
205K
$5.13M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13.5K+ 70.75% |
$336K - $352K
|
32.5K
$813K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.5K+ 6.76% |
$336K - $352K
|
212K
$5.32M
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
12K+ 148.51% |
$299K - $314K
|
20.1K
$503K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
11.9K+ 7.24% |
$296K - $310K
|
176K
$4.4M
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
11.7K+ 1.09% |
$291K - $305K
|
1.09M
$27.2M
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
10.1K+ 4.62% |
$251K - $263K
|
228K
$5.71M
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
9.93K+ 1.84% |
$248K - $260K
|
549K
$13.8M
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
9KNew |
$224K - $235K
|
9K
$225K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.85K+ 3.77% |
$221K - $231K
|
244K
$6.1M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
8.7KNew |
$217K - $227K
|
8.7K
$218K
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8.54KNew |
$213K - $223K
|
8.54K
$214K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7.54K+ 12.76% |
$188K - $197K
|
66.6K
$1.67M
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
7.37K+ 7.64% |
$184K - $193K
|
104K
$2.6M
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
6.89K+ 1.6% |
$172K - $180K
|
437K
$10.9M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6.5K+ 185.48% |
$162K - $170K
|
10K
$251K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.36K+ 2.26% |
$159K - $166K
|
287K
$7.19M
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.61K+ 3.81% |
$140K - $147K
|
153K
$3.82M
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5.16K+ 11.65% |
$129K - $135K
|
49.4K
$1.24M
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
5.02K+ 10.24% |
$125K - $131K
|
54K
$1.35M
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.7K+ 4.98% |
$117K - $123K
|
99.1K
$2.48M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
3.65K+ 57.54% |
$91K - $95.3K
|
9.99K
$250K
|