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 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
240+ 3.97% |
$5.89K - $6.07K
|
6.28K
$159K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
232+ 2.92% |
$5.69K - $5.86K
|
8.17K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
201+ 1827.27% |
$4.93K - $5.08K
|
212
$5.35K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
169+ 19.72% |
$4.15K - $4.27K
|
1.03K
$25.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
165+ 1.4% |
$4.05K - $4.17K
|
11.9K
$301K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
134+ 1.49% |
$3.29K - $3.39K
|
9.12K
$230K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
125+ 0.03% |
$3.07K - $3.16K
|
426K
$10.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
122+ 1.19% |
$2.99K - $3.08K
|
10.4K
$263K
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
91+ 0.96% |
$2.23K - $2.3K
|
9.54K
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
89+ 5.11% |
$2.18K - $2.25K
|
1.83K
$46.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
83+ 30.07% |
$2.04K - $2.1K
|
359
$9.06K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
73+ 0.79% |
$1.79K - $1.85K
|
9.34K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
70+ 0.84% |
$1.72K - $1.77K
|
8.42K
$213K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
69+ 0.48% |
$1.69K - $1.74K
|
14.3K
$361K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
67+ 8.95% |
$1.64K - $1.69K
|
816
$20.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
66+ 0.19% |
$1.62K - $1.67K
|
34.6K
$873K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
64+ 0.62% |
$1.57K - $1.62K
|
10.4K
$262K
|
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
BUY
|
- |
58+ 0.32% |
$1.42K - $1.47K
|
18.1K
$458K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
55+ 0.36% |
$1.35K - $1.39K
|
15.4K
$389K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
50New |
$1.23K - $1.26K
|
50
$1.26K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
32+ 0.09% |
$785 - $809
|
36K
$908K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
27+ 0.17% |
$663 - $683
|
15.6K
$393K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
25+ 0.09% |
$614 - $632
|
28.7K
$724K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
22+ 0.14% |
$540 - $556
|
15.3K
$387K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
16New |
$393 - $404
|
16
$404
|
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
9+ 0.08% |
$221 - $228
|
10.7K
$271K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9+ 0.31% |
$221 - $228
|
2.91K
$73.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
8New |
$196 - $202
|
8
$202
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 1.03% |
$147 - $152
|
588
$14.8K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4+ 0.66% |
$98.2 - $101
|
609
$15.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4New |
$98.2 - $101
|
4
$101
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3+ 1.22% |
$73.6 - $75.8
|
249
$6.29K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.75% |
$49.1 - $50.6
|
267
$6.74K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.71% |
$24.5 - $25.3
|
142
$3.59K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$24.5 - $25.3
|
12.8K
$323K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$24.5 - $25.3
|
11.7K
$296K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.4% |
$24.5 - $25.3
|
250
$6.31K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 0.1% |
$49.1 - $50.6
|
1.91K
$48.2K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9- 0.11% |
$221 - $228
|
8.06K
$204K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-24- 0.24% |
$589 - $607
|
9.98K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-26Closed |
$638 - $657
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-59- 0.49% |
$1.45K - $1.49K
|
12K
$304K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-63- 0.66% |
$1.55K - $1.59K
|
9.51K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-72- 0.71% |
$1.77K - $1.82K
|
10.1K
$255K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-119- 0.36% |
$2.92K - $3.01K
|
32.5K
$821K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-120- 5.3% |
$2.94K - $3.03K
|
2.14K
$54.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-138- 1.68% |
$3.39K - $3.49K
|
8.08K
$204K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-150- 0.2% |
$3.68K - $3.79K
|
76K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-206- 25.59% |
$5.06K - $5.21K
|
599
$15.1K
|