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 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
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-7.85K- 8.86% |
$196K - $205K
|
80.7K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-8.21K- 4.06% |
$205K - $215K
|
194K
$4.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-9.23K- 2.92% |
$230K - $241K
|
307K
$7.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-10K- 10.35% |
$250K - $262K
|
86.7K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.5K- 2.02% |
$262K - $275K
|
511K
$12.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.5K- 31.41% |
$286K - $300K
|
25K
$630K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-12.5K- 25.11% |
$311K - $326K
|
37.2K
$936K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-13.4K- 27.25% |
$333K - $349K
|
35.6K
$896K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-14.5K- 30.85% |
$363K - $380K
|
32.6K
$820K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.9K- 8.18% |
$397K - $416K
|
179K
$4.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.2K- 32.61% |
$428K - $448K
|
35.4K
$891K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-17.3K- 62.58% |
$432K - $453K
|
10.4K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-18.8K- 4.51% |
$468K - $491K
|
397K
$10M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-19.7K- 7.89% |
$491K - $515K
|
230K
$5.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-21.3K- 45.87% |
$531K - $556K
|
25.1K
$632K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.9K- 2.76% |
$546K - $572K
|
772K
$19.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-22.2K- 4.74% |
$552K - $579K
|
446K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-22.3K- 1.41% |
$557K - $584K
|
1.56M
$39.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-23.4K- 25.56% |
$584K - $612K
|
68.2K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-28.4K- 25.59% |
$708K - $742K
|
82.5K
$2.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-30.9K- 26.71% |
$771K - $808K
|
84.8K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-33.1K- 13.67% |
$825K - $864K
|
209K
$5.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-33.3K- 30.6% |
$831K - $871K
|
75.6K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-38.6K- 1.39% |
$962K - $1.01M
|
2.74M
$68.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-41.3K- 3.46% |
$1.03M - $1.08M
|
1.15M
$29M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-46.1K- 12.61% |
$1.15M - $1.21M
|
320K
$8.04M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-49K- 24.06% |
$1.22M - $1.28M
|
155K
$3.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-49.4K- 9.05% |
$1.23M - $1.29M
|
496K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-50.5K- 34.61% |
$1.26M - $1.32M
|
95.5K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-50.7K- 1.98% |
$1.27M - $1.33M
|
2.51M
$63M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-52.4K- 59.87% |
$1.31M - $1.37M
|
35.2K
$884K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-53.4K- 82.78% |
$1.33M - $1.4M
|
11.1K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-60.1K- 48.7% |
$1.5M - $1.57M
|
63.3K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60.8K- 99.9% |
$1.52M - $1.59M
|
60
$1.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-66.8K- 42.59% |
$1.67M - $1.75M
|
90.1K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-72.2K- 2.09% |
$1.8M - $1.89M
|
3.39M
$85.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-72.4K- 12.04% |
$1.81M - $1.89M
|
529K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-74K- 45.09% |
$1.85M - $1.94M
|
90.1K
$2.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-86.3K- 27.02% |
$2.15M - $2.26M
|
233K
$5.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-96.1K- 8.13% |
$2.4M - $2.51M
|
1.09M
$27.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-98.9K- 60.13% |
$2.47M - $2.59M
|
65.6K
$1.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-101K- 62.21% |
$2.52M - $2.65M
|
61.5K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-181K- 4.62% |
$4.51M - $4.73M
|
3.74M
$94M
|