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 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.6K+ 1.83% |
$308K - $318K
|
699K
$17.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
12.3K+ 33.59% |
$301K - $310K
|
48.8K
$1.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.4K+ 15.19% |
$281K - $289K
|
86.8K
$2.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
11.4KNew |
$280K - $289K
|
11.4K
$288K
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
10.8K+ 4.73% |
$265K - $273K
|
239K
$6.03M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.6K+ 7.01% |
$259K - $267K
|
161K
$4.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3K+ 32.82% |
$252K - $260K
|
41.6K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
10.1K+ 6.58% |
$247K - $255K
|
163K
$4.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
9.69K+ 4.12% |
$238K - $245K
|
245K
$6.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
9.55KNew |
$234K - $242K
|
9.55K
$241K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.55K+ 3.22% |
$234K - $241K
|
306K
$7.74M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
9.48K+ 3.97% |
$233K - $240K
|
248K
$6.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.47K+ 76.01% |
$232K - $239K
|
21.9K
$554K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
9.18K+ 99.48% |
$225K - $232K
|
18.4K
$465K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
9.05K+ 66.86% |
$222K - $229K
|
22.6K
$570K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
8.93KNew |
$219K - $226K
|
8.93K
$226K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.85K+ 3.09% |
$217K - $224K
|
295K
$7.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.84KNew |
$217K - $223K
|
8.84K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.76K+ 6.11% |
$215K - $221K
|
152K
$3.84M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.7K+ 7.71% |
$214K - $220K
|
121K
$3.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
8.67K+ 29.28% |
$213K - $219K
|
38.3K
$967K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.29K+ 1.15% |
$203K - $210K
|
727K
$18.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
8.11K+ 23.65% |
$199K - $205K
|
42.4K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7.97K+ 16.35% |
$196K - $201K
|
56.7K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
7.92K+ 10.37% |
$194K - $200K
|
84.3K
$2.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.85K+ 3.87% |
$193K - $199K
|
211K
$5.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.65K+ 27.8% |
$188K - $193K
|
35.2K
$888K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.19K+ 24.57% |
$176K - $182K
|
36.5K
$921K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7.14K+ 11.81% |
$175K - $180K
|
67.6K
$1.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6.96K+ 5.95% |
$171K - $176K
|
124K
$3.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
6.85K+ 4.12% |
$168K - $173K
|
173K
$4.37M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
6.67K+ 0.73% |
$164K - $169K
|
919K
$23.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
6.34K+ 3.81% |
$156K - $160K
|
173K
$4.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
6.34K+ 2.21% |
$155K - $160K
|
293K
$7.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
6.32K+ 1.26% |
$155K - $160K
|
508K
$12.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.26K+ 882.23% |
$153K - $158K
|
6.96K
$176K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.13K+ 38.74% |
$150K - $155K
|
21.9K
$554K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
6.07K+ 6.94% |
$149K - $153K
|
93.5K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.06K+ 3.07% |
$149K - $153K
|
203K
$5.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
6.04KNew |
$148K - $153K
|
6.04K
$152K
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
5.79K+ 14.83% |
$142K - $146K
|
44.8K
$1.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.38K+ 5.05% |
$132K - $136K
|
112K
$2.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.24K+ 3.26% |
$129K - $132K
|
166K
$4.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
5.11K+ 3.64% |
$125K - $129K
|
146K
$3.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
4.94K+ 3.97% |
$121K - $125K
|
129K
$3.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.86K+ 186.65% |
$119K - $123K
|
7.47K
$189K
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.86K+ 41.03% |
$119K - $123K
|
16.7K
$422K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.82K+ 46.76% |
$118K - $122K
|
15.1K
$382K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.66K+ 10.93% |
$114K - $118K
|
47.3K
$1.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
4.52K+ 21.55% |
$111K - $114K
|
25.5K
$644K
|