Purchases and Sales Made in Q2 2024 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-230- 76.67% |
$5.64K - $5.81K
|
70
$1.76K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-314- 2.95% |
$7.71K - $7.94K
|
10.3K
$260K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-338- 0.04% |
$8.29K - $8.54K
|
921K
$23.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-349- 3.45% |
$8.56K - $8.82K
|
9.77K
$246K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-385- 1.95% |
$9.45K - $9.73K
|
19.4K
$488K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-400- 3.51% |
$9.82K - $10.1K
|
11K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-405- 3.97% |
$9.94K - $10.2K
|
9.8K
$247K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-410- 1.61% |
$10.1K - $10.4K
|
25.1K
$631K
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-423- 2.4% |
$10.4K - $10.7K
|
17.2K
$433K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-483- 85.19% |
$11.9K - $12.2K
|
84
$2.11K
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-524- 1.11% |
$12.9K - $13.2K
|
46.6K
$1.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-557- 2.63% |
$13.7K - $14.1K
|
20.6K
$518K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-575- 3.93% |
$14.1K - $14.5K
|
14.1K
$354K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-612- 2.43% |
$15K - $15.5K
|
24.6K
$619K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-705- 16.25% |
$17.3K - $17.8K
|
3.63K
$91.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-710- 6.58% |
$17.4K - $17.9K
|
10.1K
$253K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-718- 82.43% |
$17.6K - $18.2K
|
153
$3.85K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-729- 3.96% |
$17.9K - $18.4K
|
17.7K
$444K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-762- 1.64% |
$18.7K - $19.3K
|
45.6K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-815- 22.03% |
$20K - $20.6K
|
2.89K
$72.6K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-860- 1.42% |
$21.1K - $21.7K
|
59.8K
$1.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-862- 4.38% |
$21.2K - $21.8K
|
18.8K
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-899- 0.63% |
$22.1K - $22.7K
|
143K
$3.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-922- 4.31% |
$22.6K - $23.3K
|
20.5K
$514K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-958- 6.23% |
$23.5K - $24.2K
|
14.4K
$362K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-963- 10.17% |
$23.6K - $24.3K
|
8.51K
$214K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1K- 12.85% |
$24.6K - $25.4K
|
6.81K
$171K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.03K- 1.51% |
$25.2K - $26K
|
66.8K
$1.68M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.04K- 0.92% |
$25.4K - $26.2K
|
112K
$2.82M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.08K- 1.07% |
$26.4K - $27.2K
|
99.5K
$2.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.1K- 4.05% |
$27K - $27.8K
|
26.1K
$656K
|
|
|
Jul 18, 2024
Q2 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.12K- 5.91% |
$27.5K - $28.3K
|
17.8K
$448K
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.16K- 12.38% |
$28.5K - $29.4K
|
8.23K
$207K
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.23K- 5.71% |
$30.3K - $31.2K
|
20.4K
$513K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.24K- 2.03% |
$30.5K - $31.4K
|
59.7K
$1.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.26K- 2.42% |
$30.9K - $31.9K
|
50.9K
$1.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.4K- 57.29% |
$34.4K - $35.4K
|
1.05K
$26.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-1.57K- 37.44% |
$38.4K - $39.6K
|
2.62K
$65.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.65K- 2.7% |
$40.6K - $41.8K
|
59.7K
$1.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.66K- 3.38% |
$40.8K - $42.1K
|
47.6K
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.68K- 4.04% |
$41.2K - $42.4K
|
39.8K
$1M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.79K- 16.82% |
$44K - $45.3K
|
8.86K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.97K- 11.74% |
$48.4K - $49.8K
|
14.8K
$373K
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-2.16K- 21.29% |
$53K - $54.6K
|
7.98K
$201K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.17K- 17.27% |
$53.3K - $54.9K
|
10.4K
$262K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.17K- 3.41% |
$53.3K - $54.9K
|
61.6K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.21K- 4.08% |
$54.2K - $55.8K
|
51.9K
$1.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.25K- 16.32% |
$55.2K - $56.9K
|
11.5K
$290K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.34K- 0.19% |
$57.3K - $59.1K
|
1.25M
$31.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.44K- 20.21% |
$59.9K - $61.7K
|
9.64K
$243K
|