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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.37K- 85.37% |
$84.1K - $88.1K
|
578
$14.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.57K- 2.63% |
$89K - $93.2K
|
132K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-3.59K- 5.35% |
$89.6K - $93.9K
|
63.5K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-3.68K- 3.94% |
$91.8K - $96.2K
|
89.7K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.96K- 47.57% |
$98.7K - $103K
|
4.36K
$110K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.15K- 1.35% |
$104K - $109K
|
304K
$7.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-4.17K- 1.82% |
$104K - $109K
|
224K
$5.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.25K- 27.64% |
$106K - $111K
|
11.1K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.28K- 3.85% |
$107K - $112K
|
107K
$2.7M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.33K- 49.19% |
$108K - $113K
|
4.47K
$113K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.38K- 14.86% |
$109K - $115K
|
25.1K
$635K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.4K- 6.71% |
$110K - $115K
|
61.1K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.47K- 0.67% |
$112K - $117K
|
661K
$16.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.47K- 2.1% |
$112K - $117K
|
209K
$5.28M
|
|
|
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
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.81K- 64.12% |
$120K - $126K
|
2.69K
$68K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-5.06K- 4.89% |
$126K - $132K
|
98.3K
$2.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.06K- 11.26% |
$126K - $132K
|
39.9K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.12K- 54.09% |
$128K - $134K
|
4.35K
$110K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.39K- 0.25% |
$134K - $141K
|
2.12M
$53.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-5.76K- 4.15% |
$144K - $151K
|
133K
$3.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.88K- 2.94% |
$147K - $154K
|
194K
$4.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-6.03K- 0.37% |
$150K - $158K
|
1.62M
$41M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-6.15K- 14.67% |
$153K - $161K
|
35.8K
$905K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.28K- 5.65% |
$157K - $164K
|
105K
$2.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-6.33K- 6.19% |
$158K - $165K
|
95.8K
$2.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.33K- 22.92% |
$158K - $165K
|
21.3K
$538K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-6.37K- 64.5% |
$159K - $167K
|
3.51K
$88.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.66K- 3.83% |
$166K - $174K
|
167K
$4.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-6.88K- 28.66% |
$172K - $180K
|
17.1K
$433K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-7.73K- 4.27% |
$193K - $202K
|
173K
$4.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-7.85K- 8.86% |
$196K - $205K
|
80.7K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-8.21K- 4.06% |
$205K - $215K
|
194K
$4.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-8.22K- 29.06% |
$205K - $215K
|
20.1K
$507K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-9.23K- 2.92% |
$230K - $241K
|
307K
$7.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-10K- 10.35% |
$250K - $262K
|
86.7K
$2.19M
|
|
|
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
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-12.3K- 2.11% |
$307K - $322K
|
570K
$14.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-12.5K- 25.11% |
$311K - $326K
|
37.2K
$941K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.3K- 21.29% |
$333K - $349K
|
49.3K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-13.4K- 27.25% |
$333K - $349K
|
35.6K
$901K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-13.4K- 4.24% |
$333K - $350K
|
302K
$7.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-14.5K- 30.85% |
$363K - $380K
|
32.6K
$824K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.9K- 8.18% |
$397K - $416K
|
179K
$4.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.2K- 32.61% |
$428K - $448K
|
35.4K
$896K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-17.3K- 62.58% |
$432K - $453K
|
10.4K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-18.8K- 4.51% |
$468K - $491K
|
397K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-19.7K- 7.89% |
$491K - $515K
|
230K
$5.81M
|