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 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-16.4K- 39.0% |
$402K - $414K
|
25.6K
$647K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-16.6K- 6.0% |
$406K - $418K
|
259K
$6.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-17.1K- 20.61% |
$420K - $433K
|
66K
$1.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18.1K- 4.2% |
$445K - $459K
|
413K
$10.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-18.2K- 14.45% |
$448K - $461K
|
108K
$2.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-18.3K- 2.91% |
$448K - $462K
|
608K
$15.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-18.4K- 26.31% |
$451K - $464K
|
51.5K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.3K- 10.24% |
$475K - $489K
|
169K
$4.28M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-21.5K- 45.84% |
$527K - $543K
|
25.4K
$640K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-22.3K- 7.37% |
$548K - $564K
|
281K
$7.09M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-22.7K- 9.02% |
$557K - $574K
|
229K
$5.78M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-23.9K- 6.57% |
$587K - $605K
|
340K
$8.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24.1K- 6.95% |
$591K - $608K
|
322K
$8.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-24.1K- 4.44% |
$592K - $610K
|
519K
$13.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-24.8K- 8.35% |
$608K - $627K
|
272K
$6.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-26K- 12.08% |
$639K - $658K
|
190K
$4.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-26.4K- 34.81% |
$647K - $666K
|
49.4K
$1.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-29.9K- 4.39% |
$734K - $756K
|
651K
$16.4M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-30.8K- 8.31% |
$755K - $778K
|
340K
$8.58M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-32.5K- 4.92% |
$797K - $821K
|
627K
$15.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-34.3K- 3.34% |
$843K - $868K
|
993K
$25.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-40.7K- 4.71% |
$999K - $1.03M
|
823K
$20.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-42.5K- 7.59% |
$1.04M - $1.07M
|
517K
$13.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-47.1K- 1.96% |
$1.16M - $1.19M
|
2.36M
$59.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-47.7K- 6.22% |
$1.17M - $1.21M
|
720K
$18.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-50.3K- 1.45% |
$1.23M - $1.27M
|
3.42M
$86.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-50.4K- 74.5% |
$1.24M - $1.27M
|
17.3K
$436K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52.2K- 3.54% |
$1.28M - $1.32M
|
1.42M
$35.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52.2K- 3.54% |
$1.28M - $1.32M
|
1.42M
$35.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-54.5K- 22.82% |
$1.34M - $1.38M
|
184K
$4.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-58.4K- 5.96% |
$1.43M - $1.48M
|
920K
$23.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-59K- 30.51% |
$1.45M - $1.49M
|
134K
$3.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-63.9K- 60.39% |
$1.57M - $1.62M
|
41.9K
$1.06M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-65K- 0.89% |
$1.59M - $1.64M
|
7.22M
$182M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-65K- 0.89% |
$1.59M - $1.64M
|
7.22M
$182M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-69.1K- 5.04% |
$1.7M - $1.75M
|
1.3M
$32.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-72.4K- 60.96% |
$1.78M - $1.83M
|
46.4K
$1.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-74.2K- 35.51% |
$1.82M - $1.88M
|
135K
$3.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-80.4K- 9.53% |
$1.97M - $2.03M
|
763K
$19.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-82.1K- 9.25% |
$2.02M - $2.08M
|
806K
$20.3M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-91.3K- 18.36% |
$2.24M - $2.31M
|
406K
$10.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-99.9K- 52.37% |
$2.45M - $2.52M
|
90.8K
$2.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-110K- 8.2% |
$2.7M - $2.78M
|
1.23M
$31.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-113K- 21.38% |
$2.77M - $2.86M
|
415K
$10.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-140K- 55.72% |
$3.43M - $3.54M
|
111K
$2.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-145K- 8.29% |
$3.56M - $3.66M
|
1.6M
$40.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-153K- 44.01% |
$3.74M - $3.86M
|
194K
$4.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-162K- 3.62% |
$3.97M - $4.09M
|
4.31M
$109M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-173K- 4.19% |
$4.25M - $4.38M
|
3.96M
$99.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-183K- 9.22% |
$4.5M - $4.64M
|
1.81M
$45.6M
|