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
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
26.3KNew |
$653K - $692K
|
26.3K
$663K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
23.5K+ 5.51% |
$583K - $617K
|
449K
$11.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
22.3K+ 70.04% |
$554K - $587K
|
54.1K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
21.6K+ 109.46% |
$536K - $567K
|
41.2K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
19.8K+ 90.18% |
$492K - $521K
|
41.7K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
18.6K+ 4.67% |
$463K - $491K
|
417K
$10.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18.6K+ 27.52% |
$463K - $491K
|
86.3K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.3KNew |
$456K - $483K
|
18.3K
$463K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
17.6K+ 174.57% |
$438K - $464K
|
27.7K
$699K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.4K+ 49.63% |
$434K - $459K
|
52.6K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
17.1KNew |
$424K - $449K
|
17.1K
$431K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
16.7KNew |
$416K - $441K
|
16.7K
$422K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
16.2K+ 11.14% |
$403K - $427K
|
162K
$4.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
16.1K+ 8.83% |
$400K - $424K
|
198K
$5.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.9K+ 3.84% |
$394K - $418K
|
429K
$10.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
15.8K+ 1.49% |
$392K - $415K
|
1.08M
$27.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
15.6KNew |
$387K - $410K
|
15.6K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.6K+ 6.45% |
$387K - $410K
|
257K
$6.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
15.4K+ 6.99% |
$382K - $405K
|
235K
$5.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
14.4K+ 11.41% |
$358K - $379K
|
141K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.2K+ 2.08% |
$354K - $375K
|
699K
$17.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
14.2K+ 148.65% |
$353K - $374K
|
23.8K
$600K
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
14.1KNew |
$351K - $371K
|
14.1K
$356K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13.3K+ 4.52% |
$332K - $351K
|
308K
$7.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
13.3K+ 9.34% |
$332K - $351K
|
156K
$3.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13K+ 4.24% |
$323K - $342K
|
319K
$8.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
12.5K+ 6.36% |
$310K - $328K
|
209K
$5.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
12.1K+ 2.9% |
$301K - $319K
|
430K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12K+ 12.41% |
$299K - $317K
|
109K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
11.8K+ 6.68% |
$293K - $310K
|
188K
$4.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11.8K+ 31.07% |
$293K - $310K
|
49.7K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
11.5K+ 2.26% |
$286K - $302K
|
520K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
11.5K+ 20.2% |
$285K - $302K
|
68.1K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.7K+ 75.31% |
$266K - $282K
|
25K
$630K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.5K+ 67.68% |
$262K - $277K
|
26.1K
$659K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
9.83K+ 3.96% |
$244K - $259K
|
258K
$6.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.77KNew |
$243K - $257K
|
9.77K
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
9.75K+ 16.29% |
$242K - $257K
|
69.6K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.6KNew |
$239K - $253K
|
9.6K
$242K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.52K+ 1.45% |
$237K - $251K
|
665K
$16.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9.22K+ 1.02% |
$229K - $243K
|
917K
$23.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9.15KNew |
$228K - $241K
|
9.15K
$231K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.98KNew |
$223K - $236K
|
8.98K
$227K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
8.08KNew |
$201K - $213K
|
8.08K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.96K+ 38.61% |
$198K - $209K
|
28.6K
$721K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
7.89KNew |
$196K - $208K
|
7.89K
$199K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7.79KNew |
$194K - $205K
|
7.79K
$197K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
7.79KNew |
$194K - $205K
|
7.79K
$197K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7.76K+ 406.18% |
$193K - $204K
|
9.67K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.54K+ 3.94% |
$187K - $198K
|
199K
$5.02M
|