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
|
Larson Financial Group LLC
|
SELL
|
- |
-49.2K- 7.57% |
$1.22M - $1.3M
|
602K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-49.7K- 9.6% |
$1.23M - $1.31M
|
468K
$11.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-55.2K- 9.07% |
$1.37M - $1.45M
|
553K
$14.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-67.1K- 13.83% |
$1.67M - $1.77M
|
418K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-69.4K- 13.11% |
$1.73M - $1.83M
|
460K
$11.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-75.8K- 17.98% |
$1.88M - $1.99M
|
346K
$8.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-93.1K- 12.2% |
$2.31M - $2.45M
|
670K
$17.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-111K- 28.73% |
$2.76M - $2.92M
|
275K
$7.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-113K- 92.76% |
$2.8M - $2.97M
|
8.8K
$224K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-113K- 3.15% |
$2.8M - $2.97M
|
3.46M
$88.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-122K- 90.51% |
$3.02M - $3.2M
|
12.7K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-125K- 97.6% |
$3.11M - $3.29M
|
3.07K
$78.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-127K- 22.35% |
$3.16M - $3.34M
|
441K
$11.2M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-136K- 40.05% |
$3.38M - $3.58M
|
204K
$5.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-166K- 9.17% |
$4.12M - $4.36M
|
1.64M
$41.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-185K- 7.93% |
$4.61M - $4.88M
|
2.15M
$54.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-190K- 4.92% |
$4.72M - $5M
|
3.67M
$93.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-281K- 18.0% |
$7M - $7.41M
|
1.28M
$32.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-391K- 9.07% |
$9.71M - $10.3M
|
3.92M
$99.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-401K- 96.42% |
$9.97M - $10.6M
|
14.9K
$379K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-952K- 78.61% |
$23.7M - $25.1M
|
259K
$6.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.19M- 74.06% |
$29.5M - $31.3M
|
416K
$10.6M
|