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 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
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-18.8K- 4.51% |
$468K - $491K
|
397K
$9.99M
|
|
|
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
$631K
|
|
|
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
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.7K- 3.41% |
$666K - $698K
|
756K
$19M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-28.4K- 25.59% |
$708K - $742K
|
82.5K
$2.07M
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-36.3K- 9.21% |
$905K - $949K
|
358K
$8.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-36.8K- 1.16% |
$918K - $962K
|
3.13M
$78.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-38.6K- 1.39% |
$962K - $1.01M
|
2.74M
$68.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-41.3K- 11.14% |
$1.03M - $1.08M
|
330K
$8.28M
|
|
|
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
$8.03M
|
|
|
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 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-50.8K- 2.71% |
$1.27M - $1.33M
|
1.82M
$45.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-52.4K- 59.87% |
$1.31M - $1.37M
|
35.2K
$883K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-53.2K- 19.35% |
$1.33M - $1.39M
|
222K
$5.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-53.4K- 82.78% |
$1.33M - $1.4M
|
11.1K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-54.6K- 28.15% |
$1.36M - $1.43M
|
139K
$3.5M
|
|
|
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 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-62.6K- 48.52% |
$1.56M - $1.64M
|
66.4K
$1.67M
|
|
|
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
$85.2M
|
|
|
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 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-77.6K- 3.38% |
$1.93M - $2.03M
|
2.22M
$55.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-83.3K- 38.69% |
$2.08M - $2.18M
|
132K
$3.32M
|
|
|
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 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-137K- 4.65% |
$3.42M - $3.58M
|
2.81M
$70.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-149K- 8.92% |
$3.71M - $3.89M
|
1.52M
$38.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-181K- 4.62% |
$4.51M - $4.73M
|
3.74M
$93.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-185K- 24.22% |
$4.61M - $4.83M
|
578K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-192K- 59.45% |
$4.79M - $5.02M
|
131K
$3.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-229K- 17.84% |
$5.71M - $5.98M
|
1.05M
$26.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-238K- 53.04% |
$5.94M - $6.23M
|
211K
$5.3M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-258K- 11.16% |
$6.44M - $6.75M
|
2.06M
$51.7M
|