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 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.52K+ 0.65% |
$111K - $114K
|
697K
$17.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.31K+ 2.51% |
$106K - $109K
|
176K
$4.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.27K+ 1.13% |
$105K - $108K
|
383K
$9.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.57K+ 4.2% |
$87.7K - $90.3K
|
88.7K
$2.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.57K+ 33.45% |
$87.7K - $90.3K
|
14.3K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.45K+ 0.88% |
$84.7K - $87.2K
|
395K
$9.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.39K+ 11.27% |
$83.2K - $85.7K
|
33.5K
$845K
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.29K+ 4.8% |
$80.6K - $83.1K
|
71.7K
$1.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3.25K+ 0.52% |
$79.8K - $82.2K
|
631K
$15.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.1K+ 15.71% |
$76.1K - $78.4K
|
22.9K
$577K
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
3.09K+ 21.31% |
$75.9K - $78.1K
|
17.6K
$444K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.79K+ 28.16% |
$68.4K - $70.4K
|
12.7K
$320K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.78K+ 0.96% |
$68.3K - $70.3K
|
291K
$7.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.68K+ 19.2% |
$65.7K - $67.7K
|
16.6K
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.62K+ 14.01% |
$64.2K - $66.2K
|
21.3K
$538K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.59K+ 6.61% |
$63.5K - $65.4K
|
41.7K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.57K+ 1.08% |
$63.1K - $65K
|
241K
$6.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.28K+ 22.65% |
$55.8K - $57.5K
|
12.3K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.26K+ 4.51% |
$55.5K - $57.2K
|
52.4K
$1.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.24KNew |
$54.9K - $56.6K
|
2.24K
$56.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.15K+ 3.89% |
$52.7K - $54.3K
|
57.3K
$1.45M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.12K+ 0.76% |
$52.1K - $53.7K
|
281K
$7.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2K+ 2.39% |
$49K - $50.4K
|
85.5K
$2.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.8K+ 0.35% |
$44.1K - $45.4K
|
513K
$13M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.74K+ 0.89% |
$42.6K - $43.9K
|
196K
$4.95M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.52KNew |
$37.3K - $38.5K
|
1.52K
$38.4K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.34K+ 13.8% |
$32.9K - $33.8K
|
11K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.29KNew |
$31.6K - $32.6K
|
1.29K
$32.5K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.16KNew |
$28.5K - $29.4K
|
1.16K
$29.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.08K+ 9.04% |
$26.5K - $27.3K
|
13K
$329K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.03K+ 1.87% |
$25.2K - $25.9K
|
55.7K
$1.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
965New |
$23.7K - $24.4K
|
965
$24.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
944+ 5.02% |
$23.2K - $23.9K
|
19.7K
$498K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
860+ 5.99% |
$21.1K - $21.7K
|
15.2K
$384K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
734+ 4.94% |
$18K - $18.6K
|
15.6K
$394K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
728+ 5.21% |
$17.9K - $18.4K
|
14.7K
$371K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
551+ 2.78% |
$13.5K - $13.9K
|
20.3K
$514K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
551+ 2.78% |
$13.5K - $13.9K
|
20.3K
$514K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
549+ 1.65% |
$13.5K - $13.9K
|
33.9K
$856K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
517New |
$12.7K - $13.1K
|
517
$13.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
454+ 1.75% |
$11.1K - $11.5K
|
26.5K
$668K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
323+ 20.11% |
$7.93K - $8.17K
|
1.93K
$48.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
307+ 20.9% |
$7.53K - $7.76K
|
1.78K
$44.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
287New |
$7.04K - $7.26K
|
287
$7.25K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
279+ 3.17% |
$6.85K - $7.05K
|
9.07K
$229K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
279New |
$6.85K - $7.05K
|
279
$7.04K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
276+ 28.45% |
$6.77K - $6.98K
|
1.25K
$31.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
274+ 1.66% |
$6.72K - $6.93K
|
16.8K
$424K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
272+ 58.37% |
$6.67K - $6.88K
|
738
$18.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
264New |
$6.48K - $6.67K
|
264
$6.67K
|