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 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-72.2K- 2.09% |
$1.8M - $1.89M
|
3.39M
$85.5M
|
|
|
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
$55.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-83.3K- 38.69% |
$2.08M - $2.18M
|
132K
$3.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-86.3K- 27.02% |
$2.15M - $2.26M
|
233K
$5.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-96.1K- 8.13% |
$2.4M - $2.51M
|
1.09M
$27.4M
|
|
|
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
$70.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-149K- 8.92% |
$3.71M - $3.89M
|
1.52M
$38.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-179K- 37.96% |
$4.46M - $4.67M
|
292K
$7.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-181K- 4.62% |
$4.51M - $4.73M
|
3.74M
$94.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-185K- 24.22% |
$4.61M - $4.83M
|
578K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-192K- 59.45% |
$4.79M - $5.02M
|
131K
$3.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-229K- 17.84% |
$5.71M - $5.98M
|
1.05M
$26.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-238K- 53.04% |
$5.94M - $6.23M
|
211K
$5.32M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-258K- 11.16% |
$6.44M - $6.75M
|
2.06M
$51.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-269K- 11.52% |
$6.72M - $7.04M
|
2.07M
$52.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-288K- 10.25% |
$7.18M - $7.53M
|
2.52M
$63.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-298K- 96.75% |
$7.43M - $7.79M
|
10K
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-329K- 50.67% |
$8.21M - $8.6M
|
320K
$8.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-371K- 19.5% |
$9.25M - $9.7M
|
1.53M
$38.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-396K- 33.06% |
$9.88M - $10.4M
|
802K
$20.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-468K- 30.76% |
$11.7M - $12.2M
|
1.05M
$26.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-476K- 28.97% |
$11.9M - $12.4M
|
1.17M
$29.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-477K- 91.83% |
$11.9M - $12.5M
|
42.4K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-511K- 37.65% |
$12.7M - $13.4M
|
847K
$21.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-540K- 2.06% |
$13.5M - $14.1M
|
25.7M
$647M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-577K- 5.0% |
$14.4M - $15.1M
|
10.9M
$276M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-679K- 46.63% |
$16.9M - $17.8M
|
778K
$19.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-804K- 40.86% |
$20.1M - $21M
|
1.16M
$29.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.03M- 44.91% |
$25.7M - $27M
|
1.27M
$31.9M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.72M- 21.06% |
$67.8M - $71.1M
|
10.2M
$257M
|