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 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
91+ 0.95% |
$2.26K - $2.4K
|
9.63K
$243K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
81+ 0.34% |
$2.01K - $2.13K
|
24K
$605K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
74+ 0.69% |
$1.84K - $1.95K
|
10.8K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
73+ 0.78% |
$1.81K - $1.92K
|
9.41K
$237K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
73+ 9.89% |
$1.81K - $1.92K
|
811
$20.4K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
70+ 0.83% |
$1.74K - $1.84K
|
8.49K
$214K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
55+ 0.88% |
$1.37K - $1.45K
|
6.34K
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
49New |
$1.22K - $1.29K
|
49
$1.24K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
47New |
$1.17K - $1.24K
|
47
$1.18K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
35+ 24.65% |
$870 - $922
|
177
$4.46K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
29+ 0.15% |
$721 - $764
|
19.4K
$490K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
26+ 0.17% |
$646 - $685
|
15.2K
$384K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.33% |
$622 - $658
|
7.5K
$189K
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
20+ 0.02% |
$497 - $527
|
102K
$2.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
11New |
$273 - $290
|
11
$277
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9+ 3.14% |
$224 - $237
|
296
$7.46K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 0.1% |
$174 - $184
|
6.97K
$176K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6+ 0.21% |
$149 - $158
|
2.92K
$73.6K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
5+ 0.82% |
$124 - $132
|
614
$15.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 0.85% |
$124 - $132
|
593
$14.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
4New |
$99.4 - $105
|
4
$101
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 1.12% |
$74.6 - $79
|
270
$6.81K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 7.14% |
$49.7 - $52.7
|
26
$655
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-12- 0.23% |
$298 - $316
|
5.28K
$133K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-22- 0.16% |
$547 - $579
|
14K
$354K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-24- 0.14% |
$597 - $632
|
16.8K
$423K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-30- 42.86% |
$746 - $790
|
40
$1.01K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-33- 0.12% |
$820 - $869
|
28.3K
$713K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-36- 1.25% |
$895 - $948
|
2.85K
$71.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-38- 3.05% |
$945 - $1K
|
1.21K
$30.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-44- 0.38% |
$1.09K - $1.16K
|
11.7K
$294K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-68- 0.85% |
$1.69K - $1.79K
|
7.92K
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-70- 1.03% |
$1.74K - $1.84K
|
6.74K
$170K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-93- 0.18% |
$2.31K - $2.45K
|
52.3K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-100- 16.26% |
$2.49K - $2.63K
|
515
$13K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-129- 0.15% |
$3.21K - $3.4K
|
88.6K
$2.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-167- 0.25% |
$4.15K - $4.4K
|
66.6K
$1.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-172- 0.02% |
$4.28K - $4.53K
|
694K
$17.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-190- 6.37% |
$4.72K - $5K
|
2.79K
$70.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-202- 80.8% |
$5.02K - $5.32K
|
48
$1.21K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-204- 0.63% |
$5.07K - $5.37K
|
32.3K
$815K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-247- 3.06% |
$6.14K - $6.5K
|
7.82K
$197K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-255- 0.23% |
$6.34K - $6.71K
|
111K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-259- 2.17% |
$6.44K - $6.82K
|
11.7K
$294K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-310- 0.09% |
$7.71K - $8.16K
|
340K
$8.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-319- 3.27% |
$7.93K - $8.4K
|
9.45K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-333- 3.26% |
$8.28K - $8.77K
|
9.88K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-356- 0.7% |
$8.85K - $9.37K
|
50.6K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-381- 4.72% |
$9.47K - $10K
|
7.7K
$194K
|