Purchases and Sales Made in Q4 2024 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-196- 24.75% |
$4.89K - $5.12K
|
596
$15K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-200- 0.31% |
$4.99K - $5.23K
|
64.1K
$1.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-314- 3.03% |
$7.83K - $8.21K
|
10.1K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-326- 0.64% |
$8.13K - $8.52K
|
50.4K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-408- 1.55% |
$10.2K - $10.7K
|
25.9K
$651K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-484- 4.49% |
$12.1K - $12.7K
|
10.3K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-606- 4.32% |
$15.1K - $15.8K
|
13.4K
$338K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-627- 3.36% |
$15.6K - $16.4K
|
18K
$453K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-672- 5.99% |
$16.8K - $17.6K
|
10.5K
$265K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-680- 3.36% |
$17K - $17.8K
|
19.5K
$491K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-757- 5.81% |
$18.9K - $19.8K
|
12.3K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-776- 2.59% |
$19.4K - $20.3K
|
29.2K
$733K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.08K- 1.42% |
$26.8K - $28.1K
|
74.5K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.14K- 7.1% |
$28.3K - $29.7K
|
14.8K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.16K- 3.77% |
$29K - $30.3K
|
29.7K
$746K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.18K- 4.66% |
$29.5K - $30.9K
|
24.2K
$607K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.23K- 1.71% |
$30.7K - $32.2K
|
70.9K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.29K- 0.35% |
$32.2K - $33.7K
|
368K
$9.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.4K- 7.39% |
$34.8K - $36.5K
|
17.5K
$440K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.6K- 1.86% |
$40K - $41.9K
|
84.7K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.75K- 6.31% |
$43.6K - $45.7K
|
25.9K
$652K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.87K- 0.55% |
$46.6K - $48.9K
|
338K
$8.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2.01K- 2.44% |
$50.2K - $52.6K
|
80.5K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.07K- 12.04% |
$51.6K - $54.1K
|
15.1K
$380K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.15K- 11.44% |
$53.7K - $56.3K
|
16.7K
$420K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.23K- 6.9% |
$55.6K - $58.3K
|
30.1K
$757K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.71K- 2.79% |
$67.5K - $70.8K
|
94.3K
$2.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.12K- 24.28% |
$77.8K - $81.5K
|
9.72K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.37K- 85.37% |
$84.1K - $88.1K
|
578
$14.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.57K- 2.63% |
$89K - $93.2K
|
132K
$3.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-3.68K- 3.94% |
$91.8K - $96.2K
|
89.7K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.15K- 1.35% |
$104K - $109K
|
304K
$7.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.38K- 14.86% |
$109K - $115K
|
25.1K
$631K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.4K- 6.71% |
$110K - $115K
|
61.1K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.47K- 2.1% |
$112K - $117K
|
209K
$5.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-4.56K- 1.09% |
$114K - $119K
|
413K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-4.65K- 33.8% |
$116K - $122K
|
9.11K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.81K- 64.12% |
$120K - $126K
|
2.69K
$67.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-5.06K- 4.89% |
$126K - $132K
|
98.3K
$2.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.12K- 54.09% |
$128K - $134K
|
4.35K
$109K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.39K- 0.25% |
$134K - $141K
|
2.12M
$53.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.88K- 2.94% |
$147K - $154K
|
194K
$4.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-6.03K- 0.37% |
$150K - $158K
|
1.62M
$40.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-6.15K- 14.67% |
$153K - $161K
|
35.8K
$900K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.28K- 5.65% |
$157K - $164K
|
105K
$2.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-6.33K- 6.19% |
$158K - $165K
|
95.8K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.33K- 22.92% |
$158K - $165K
|
21.3K
$535K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-6.37K- 64.5% |
$159K - $167K
|
3.51K
$88.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-6.88K- 28.66% |
$172K - $180K
|
17.1K
$431K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-7.73K- 4.27% |
$193K - $202K
|
173K
$4.35M
|