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 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.81M+ 14.83% |
$44.4M - $45.8M
|
14M
$354M
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.21MNew |
$29.6M - $30.5M
|
1.21M
$30.5M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
900K+ 135.57% |
$22.1M - $22.8M
|
1.56M
$39.5M
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
849K+ 8.53% |
$20.8M - $21.5M
|
10.8M
$273M
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
712K+ 47.65% |
$17.5M - $18M
|
2.21M
$55.7M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
701K+ 6.9% |
$17.2M - $17.7M
|
10.9M
$274M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
620K+ 36.1% |
$15.2M - $15.7M
|
2.34M
$59M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
425K+ 158.86% |
$10.4M - $10.8M
|
693K
$17.5M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
336K+ 420.56% |
$8.25M - $8.5M
|
416K
$10.5M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
318K+ 3.71% |
$7.82M - $8.05M
|
8.9M
$225M
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
308KNew |
$7.56M - $7.79M
|
308K
$7.78M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
307K+ 17.92% |
$7.53M - $7.76M
|
2.02M
$51M
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
263K+ 5.27% |
$6.44M - $6.64M
|
5.25M
$132M
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
259K+ 50.96% |
$6.35M - $6.54M
|
766K
$19.4M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
258K+ 7.37% |
$6.32M - $6.51M
|
3.75M
$94.8M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
245K+ 84.45% |
$6M - $6.18M
|
534K
$13.5M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
213KNew |
$5.22M - $5.37M
|
213K
$5.37M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
189K+ 14.25% |
$4.63M - $4.77M
|
1.51M
$38.2M
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
170K+ 33.37% |
$4.17M - $4.29M
|
679K
$17.1M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
169K+ 1435.54% |
$4.14M - $4.27M
|
181K
$4.56M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
160K+ 15.12% |
$3.92M - $4.03M
|
1.21M
$30.7M
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
158K+ 13.82% |
$3.87M - $3.99M
|
1.3M
$32.8M
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
151K+ 64.08% |
$3.7M - $3.81M
|
386K
$9.75M
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
148K+ 7.71% |
$3.64M - $3.75M
|
2.07M
$52.3M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
147K+ 8.82% |
$3.62M - $3.73M
|
1.82M
$45.9M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
147K+ 17.47% |
$3.61M - $3.72M
|
991K
$25M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
127K+ 6.5% |
$3.1M - $3.2M
|
2.07M
$52.4M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
126K+ 5492.96% |
$3.08M - $3.18M
|
128K
$3.23M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
119K+ 4.73% |
$2.93M - $3.01M
|
2.64M
$66.7M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
99.2K+ 182.81% |
$2.43M - $2.51M
|
153K
$3.87M
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
94.7K+ 12.09% |
$2.32M - $2.39M
|
878K
$22.2M
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
89.8K+ 3.04% |
$2.2M - $2.27M
|
3.04M
$76.8M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
88.3K+ 83.36% |
$2.17M - $2.23M
|
194K
$4.9M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
88.3K+ 49.98% |
$2.17M - $2.23M
|
265K
$6.69M
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
81.5K+ 16.22% |
$2M - $2.06M
|
584K
$14.7M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
78.3KNew |
$1.92M - $1.98M
|
78.3K
$1.98M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
78.2K+ 5.25% |
$1.92M - $1.98M
|
1.57M
$39.6M
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
76.7K+ 22.48% |
$1.88M - $1.94M
|
418K
$10.6M
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
72.7K+ 118.54% |
$1.78M - $1.84M
|
134K
$3.38M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
72.1K+ 33.41% |
$1.77M - $1.82M
|
288K
$7.27M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
71.3KNew |
$1.75M - $1.8M
|
71.3K
$1.8M
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
69.1KNew |
$1.7M - $1.75M
|
69.1K
$1.74M
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
69.1K+ 3.14% |
$1.7M - $1.75M
|
2.27M
$57.3M
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
67.8K+ 51.26% |
$1.66M - $1.71M
|
200K
$5.05M
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
62K+ 10.95% |
$1.52M - $1.57M
|
629K
$15.9M
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
61.8KNew |
$1.52M - $1.56M
|
61.8K
$1.56M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61.6K+ 62.24% |
$1.51M - $1.56M
|
161K
$4.06M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
61K+ 21.95% |
$1.5M - $1.54M
|
339K
$8.56M
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
60.4K+ 10.52% |
$1.48M - $1.53M
|
635K
$16M
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
58.2KNew |
$1.43M - $1.47M
|
58.2K
$1.47M
|