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 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.47K- 23.48% |
$60.5K - $62.4K
|
8.04K
$202K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.58K- 76.53% |
$63.4K - $65.3K
|
792
$19.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.68K- 14.46% |
$65.8K - $67.8K
|
15.9K
$399K
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-2.83K- 21.71% |
$69.5K - $71.6K
|
10.2K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.04K- 17.8% |
$74.7K - $77K
|
14.1K
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.05K- 0.74% |
$74.8K - $77.1K
|
410K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.39K- 14.68% |
$83.1K - $85.6K
|
19.7K
$495K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.48K- 1.88% |
$85.5K - $88.1K
|
182K
$4.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3.81K- 1.21% |
$93.4K - $96.2K
|
311K
$7.83M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.89K- 8.86% |
$95.5K - $98.4K
|
40.1K
$1.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-3.93K- 0.8% |
$96.4K - $99.3K
|
485K
$12.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.97K- 49.65% |
$97.3K - $100K
|
4.02K
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4K- 0.89% |
$98.2K - $101K
|
444K
$11.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.06K- 14.5% |
$99.7K - $103K
|
23.9K
$602K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-4.15K- 0.19% |
$102K - $105K
|
2.14M
$53.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-4.27K- 9.05% |
$105K - $108K
|
42.9K
$1.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-4.31K- 17.64% |
$106K - $109K
|
20.1K
$506K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.54K- 11.42% |
$111K - $115K
|
35.2K
$885K
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-4.67K- 1.24% |
$115K - $118K
|
372K
$9.36M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-4.83K- 1.13% |
$119K - $122K
|
421K
$10.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-4.83K- 0.84% |
$119K - $122K
|
570K
$14.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.85K- 2.39% |
$119K - $123K
|
199K
$4.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-4.87K- 7.91% |
$119K - $123K
|
56.7K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.97K- 15.28% |
$147K - $151K
|
33.1K
$832K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.01K- 6.94% |
$148K - $152K
|
80.6K
$2.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.74K- 4.49% |
$165K - $170K
|
143K
$3.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6.78K- 17.56% |
$166K - $171K
|
31.8K
$800K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.07K- 22.36% |
$174K - $179K
|
24.6K
$618K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7.46K- 4.82% |
$183K - $189K
|
147K
$3.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7.72K- 2.7% |
$189K - $195K
|
279K
$7.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-7.82K- 3.57% |
$192K - $198K
|
211K
$5.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-8.04K- 3.21% |
$197K - $203K
|
243K
$6.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-8.26K- 99.96% |
$203K - $209K
|
3
$75.4
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-8.37K- 3.05% |
$205K - $212K
|
266K
$6.7M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.38K- 2.33% |
$206K - $212K
|
352K
$8.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-8.4K- 33.05% |
$206K - $212K
|
17K
$428K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-8.46K- 8.07% |
$208K - $214K
|
96.4K
$2.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-8.59K- 2.6% |
$211K - $217K
|
321K
$8.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8.73K- 14.14% |
$214K - $221K
|
53.1K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.92K- 3.63% |
$219K - $225K
|
237K
$5.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.96K- 10.71% |
$220K - $227K
|
74.7K
$1.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9.11K- 1.82% |
$223K - $230K
|
491K
$12.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.66K- 11.72% |
$237K - $244K
|
72.8K
$1.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-10.7K- 12.77% |
$261K - $269K
|
72.8K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.9K- 94.66% |
$268K - $276K
|
615
$15.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.9K- 5.85% |
$292K - $301K
|
191K
$4.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-13.4K- 55.44% |
$329K - $339K
|
10.8K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.6K- 2.03% |
$334K - $344K
|
656K
$16.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-13.7K- 7.01% |
$337K - $347K
|
182K
$4.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-14.5K- 42.9% |
$356K - $367K
|
19.3K
$485K
|