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 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
54.3K+ 461.57% |
$1.33M - $1.37M
|
66.1K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
51.8K+ 10.83% |
$1.27M - $1.31M
|
530K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
48.8KNew |
$1.2M - $1.23M
|
48.8K
$1.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.4K+ 0.2% |
$1.11M - $1.15M
|
22.8M
$576M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
42K+ 5.01% |
$1.03M - $1.06M
|
881K
$22.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
40.9K+ 12.74% |
$1M - $1.03M
|
362K
$9.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
40.9K+ 8.4% |
$1M - $1.03M
|
528K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39.8K+ 5.17% |
$976K - $1.01M
|
808K
$20.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
39.2K+ 21.93% |
$963K - $992K
|
218K
$5.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
37.9KNew |
$931K - $959K
|
37.9K
$956K
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
37.5K+ 4.35% |
$920K - $948K
|
900K
$22.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
36.1K+ 33.87% |
$887K - $914K
|
143K
$3.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
35.4K+ 6.04% |
$869K - $895K
|
621K
$15.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
35.4K+ 1.83% |
$869K - $895K
|
1.97M
$49.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
32.9KNew |
$807K - $832K
|
32.9K
$829K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.7K+ 2.71% |
$778K - $802K
|
1.2M
$30.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
30.7K+ 1.9% |
$753K - $775K
|
1.64M
$41.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
30.4K+ 26.88% |
$745K - $767K
|
143K
$3.61M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.2K+ 3.18% |
$742K - $765K
|
981K
$24.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
29.8K+ 3.88% |
$732K - $754K
|
799K
$20.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
28.6K+ 41.85% |
$702K - $723K
|
96.9K
$2.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
28.4K+ 231.78% |
$696K - $717K
|
40.6K
$1.02M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
28.3KNew |
$695K - $716K
|
28.3K
$714K
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
27.5K+ 2.44% |
$675K - $695K
|
1.15M
$29.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
27.3KNew |
$670K - $690K
|
27.3K
$688K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.2K+ 40.72% |
$642K - $661K
|
90.4K
$2.28M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
25.9KNew |
$636K - $656K
|
25.9K
$654K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
25.6K+ 55.82% |
$628K - $647K
|
71.5K
$1.8M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
25.3K+ 12.97% |
$620K - $639K
|
220K
$5.55M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
23.4K+ 49.77% |
$573K - $590K
|
70.3K
$1.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
22.8K+ 19.01% |
$560K - $577K
|
143K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
22.2K+ 1.86% |
$544K - $560K
|
1.21M
$30.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.2KNew |
$521K - $536K
|
21.2K
$535K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.9K+ 11.11% |
$489K - $504K
|
199K
$5.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
19.8KNew |
$486K - $501K
|
19.8K
$499K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
18.3K+ 5.37% |
$450K - $464K
|
360K
$9.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
18.3K+ 1.76% |
$450K - $463K
|
1.06M
$26.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
18.1K+ 31.79% |
$445K - $459K
|
75.2K
$1.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
17.9K+ 22.95% |
$440K - $453K
|
96K
$2.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
BUY
|
- |
17.8K+ 4.88% |
$436K - $449K
|
382K
$9.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17.7KNew |
$434K - $447K
|
17.7K
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
17.5K+ 31.4% |
$429K - $441K
|
73.1K
$1.84M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.7K+ 32.75% |
$410K - $422K
|
67.7K
$1.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
16.1K+ 14.61% |
$395K - $407K
|
126K
$3.18M
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
15.4K+ 1.72% |
$377K - $389K
|
907K
$22.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.2KNew |
$349K - $360K
|
14.2K
$359K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
14.2K+ 2.09% |
$348K - $359K
|
694K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13.2K+ 5.93% |
$323K - $333K
|
235K
$5.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
13.1K+ 4.46% |
$321K - $331K
|
307K
$7.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
12.9KNew |
$317K - $326K
|
12.9K
$325K
|