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 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.33K+ 3.79% |
$33.1K - $35.1K
|
36.5K
$929K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.3KNew |
$32.3K - $34.2K
|
1.3K
$33K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.25K+ 0.63% |
$31.1K - $32.9K
|
200K
$5.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.22K+ 6.51% |
$30.4K - $32.2K
|
20K
$509K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.19KNew |
$29.7K - $31.4K
|
1.19K
$30.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.15K+ 0.36% |
$28.5K - $30.2K
|
323K
$8.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.14K+ 12.7% |
$28.2K - $29.9K
|
10.1K
$256K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.11K+ 9.6% |
$27.5K - $29.2K
|
12.6K
$322K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
1.03K+ 2.2% |
$25.5K - $27K
|
47.6K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
980+ 1.02% |
$24.4K - $25.8K
|
97K
$2.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
924+ 1.61% |
$23K - $24.3K
|
58.3K
$1.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
910+ 11.14% |
$22.6K - $24K
|
9.08K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
877+ 9.62% |
$21.8K - $23.1K
|
10K
$254K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
863+ 0.95% |
$21.5K - $22.7K
|
91.7K
$2.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
833+ 4.68% |
$20.7K - $21.9K
|
18.6K
$474K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
832New |
$20.7K - $21.9K
|
832
$21.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
789+ 5.37% |
$19.6K - $20.8K
|
15.5K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
789+ 9.27% |
$19.6K - $20.8K
|
9.3K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
779+ 5.26% |
$19.4K - $20.5K
|
15.6K
$397K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
735+ 2.93% |
$18.3K - $19.4K
|
25.8K
$657K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
728New |
$18.1K - $19.2K
|
728
$18.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
702+ 1.69% |
$17.5K - $18.5K
|
42.3K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
650+ 3.19% |
$16.2K - $17.1K
|
21K
$534K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
571+ 3.71% |
$14.2K - $15K
|
16K
$406K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
522+ 4.08% |
$13K - $13.7K
|
13.3K
$339K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
508+ 2.95% |
$12.6K - $13.4K
|
17.7K
$451K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
470+ 2.21% |
$11.7K - $12.4K
|
21.8K
$554K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
424+ 2.3% |
$10.5K - $11.2K
|
18.8K
$479K
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
410+ 0.08% |
$10.2K - $10.8K
|
519K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
384+ 2.31% |
$9.55K - $10.1K
|
17K
$433K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
377+ 3.62% |
$9.37K - $9.93K
|
10.8K
$274K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
372+ 3.58% |
$9.25K - $9.79K
|
10.8K
$274K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
371+ 0.91% |
$9.22K - $9.77K
|
41K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
337+ 2.36% |
$8.38K - $8.87K
|
14.6K
$371K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
278+ 3.46% |
$6.91K - $7.32K
|
8.32K
$212K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
267+ 2.75% |
$6.64K - $7.03K
|
9.98K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
248+ 0.42% |
$6.17K - $6.53K
|
60K
$1.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
221+ 2.44% |
$5.49K - $5.82K
|
9.29K
$236K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
165+ 0.34% |
$4.1K - $4.34K
|
49K
$1.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
155+ 15.11% |
$3.85K - $4.08K
|
1.18K
$30K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
110New |
$2.73K - $2.9K
|
110
$2.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
110+ 0.12% |
$2.73K - $2.9K
|
93.6K
$2.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
108+ 0.54% |
$2.68K - $2.84K
|
20.2K
$514K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
93+ 33.57% |
$2.31K - $2.45K
|
370
$9.41K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
91+ 0.95% |
$2.26K - $2.4K
|
9.63K
$245K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
81+ 0.34% |
$2.01K - $2.13K
|
24K
$611K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
74+ 0.69% |
$1.84K - $1.95K
|
10.8K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
73+ 0.78% |
$1.81K - $1.92K
|
9.41K
$239K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
73+ 9.89% |
$1.81K - $1.92K
|
811
$20.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
70+ 0.83% |
$1.74K - $1.84K
|
8.49K
$216K
|