Purchases and Sales Made in Q3 2024 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
7.66M+ 145.96% |
$190M - $202M
|
12.9M
$326M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.38M+ 14.77% |
$83.9M - $88.9M
|
26.2M
$662M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
1.91M+ 501.37% |
$47.6M - $50.4M
|
2.3M
$58M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.13M+ 10.45% |
$28.1M - $29.7M
|
11.9M
$301M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.09MNew |
$27.1M - $28.7M
|
1.09M
$27.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.05M+ 7.53% |
$26.2M - $27.8M
|
15.1M
$380M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
844K+ 124.28% |
$21M - $22.2M
|
1.52M
$38.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
788K+ 39.02% |
$19.6M - $20.8M
|
2.81M
$70.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
739K+ 943.76% |
$18.4M - $19.5M
|
817K
$20.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
708K+ 76.84% |
$17.6M - $18.6M
|
1.63M
$41.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
668KNew |
$16.6M - $17.6M
|
668K
$16.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
666K+ 51.19% |
$16.6M - $17.5M
|
1.97M
$49.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
661K+ 94.8% |
$16.4M - $17.4M
|
1.36M
$34.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
659K+ 6.06% |
$16.4M - $17.3M
|
11.5M
$291M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
361K+ 23.85% |
$8.98M - $9.51M
|
1.88M
$47.4M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
341K+ 170.32% |
$8.48M - $8.98M
|
541K
$13.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
319KNew |
$7.94M - $8.41M
|
319K
$8.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
303K+ 7.66% |
$7.53M - $7.98M
|
4.26M
$108M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
282K+ 23.21% |
$7.01M - $7.42M
|
1.5M
$37.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
272K+ 33.7% |
$6.77M - $7.17M
|
1.08M
$27.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
270KNew |
$6.71M - $7.11M
|
270K
$6.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
266K+ 2.99% |
$6.62M - $7.01M
|
9.17M
$232M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
259K+ 92.17% |
$6.43M - $6.81M
|
539K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
258K+ 121.49% |
$6.42M - $6.8M
|
471K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
248K+ 46.51% |
$6.18M - $6.54M
|
783K
$19.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
247K+ 9.16% |
$6.14M - $6.5M
|
2.95M
$74.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
240K+ 30.02% |
$5.96M - $6.31M
|
1.04M
$26.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
235K+ 44.54% |
$5.85M - $6.19M
|
763K
$19.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
234K+ 56.34% |
$5.82M - $6.16M
|
649K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
217KNew |
$5.4M - $5.72M
|
217K
$5.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
209K+ 21.1% |
$5.2M - $5.5M
|
1.2M
$30.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
201K+ 8.51% |
$4.98M - $5.28M
|
2.56M
$64.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
198K+ 381.01% |
$4.91M - $5.21M
|
250K
$6.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
185K+ 36.03% |
$4.6M - $4.87M
|
698K
$17.6M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
183K+ 2.53% |
$4.54M - $4.81M
|
7.4M
$187M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
181K+ 68.49% |
$4.51M - $4.78M
|
446K
$11.3M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
172K+ 8.01% |
$4.26M - $4.52M
|
2.31M
$58.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
164KNew |
$4.09M - $4.33M
|
164K
$4.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
164K+ 4.38% |
$4.08M - $4.32M
|
3.92M
$98.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
161K+ 479.94% |
$3.99M - $4.23M
|
194K
$4.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
158K+ 9.03% |
$3.92M - $4.15M
|
1.9M
$48M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
157K+ 12.05% |
$3.9M - $4.13M
|
1.46M
$36.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
149K+ 7.19% |
$3.71M - $3.93M
|
2.22M
$56.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
148K+ 11.89% |
$3.68M - $3.9M
|
1.39M
$35.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
133K+ 46.24% |
$3.31M - $3.51M
|
421K
$10.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
133K+ 5.03% |
$3.3M - $3.5M
|
2.77M
$70M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
132K+ 6.0% |
$3.29M - $3.49M
|
2.34M
$59.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
130K+ 7.15% |
$3.23M - $3.43M
|
1.95M
$49.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
129K+ 4.25% |
$3.21M - $3.4M
|
3.17M
$80M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
125K+ 17.32% |
$3.1M - $3.28M
|
844K
$21.3M
|