Purchases and Sales Made in Q3 2024 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
130K+ 7.15% |
$3.23M - $3.43M
|
1.95M
$49M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
129K+ 4.25% |
$3.21M - $3.4M
|
3.17M
$79.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
125K+ 17.32% |
$3.1M - $3.28M
|
844K
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
119K+ 561.73% |
$2.96M - $3.14M
|
140K
$3.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
116KNew |
$2.88M - $3.05M
|
116K
$2.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
114K+ 9.48% |
$2.84M - $3.01M
|
1.32M
$33.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
101K+ 6.44% |
$2.51M - $2.66M
|
1.67M
$42M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
98.5K+ 3.79% |
$2.45M - $2.59M
|
2.7M
$67.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
96.6K+ 143.01% |
$2.4M - $2.54M
|
164K
$4.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
89.8K+ 9.16% |
$2.23M - $2.37M
|
1.07M
$26.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
89K+ 10.14% |
$2.21M - $2.34M
|
967K
$24.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
87.7K+ 2.56% |
$2.18M - $2.31M
|
3.51M
$88.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
83.5K+ 11.94% |
$2.07M - $2.2M
|
783K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
83.2K+ 23.66% |
$2.07M - $2.19M
|
435K
$10.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
82.8K+ 23.02% |
$2.06M - $2.18M
|
443K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
81.8K+ 11.8% |
$2.03M - $2.15M
|
775K
$19.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
81.1K+ 11.16% |
$2.02M - $2.14M
|
808K
$20.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
77.8K+ 8.65% |
$1.93M - $2.05M
|
977K
$24.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
67.7K+ 264.58% |
$1.68M - $1.78M
|
93.4K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
59.7KNew |
$1.49M - $1.57M
|
59.7K
$1.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
54.9KNew |
$1.37M - $1.45M
|
54.9K
$1.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
54.7K+ 2.64% |
$1.36M - $1.44M
|
2.13M
$53.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
54.5K+ 11.1% |
$1.35M - $1.44M
|
546K
$13.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
54.5K+ 17.51% |
$1.35M - $1.43M
|
366K
$9.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
54.3K+ 72.71% |
$1.35M - $1.43M
|
129K
$3.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
53.4KNew |
$1.33M - $1.41M
|
53.4K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
49.8K+ 298.04% |
$1.24M - $1.31M
|
66.5K
$1.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
48.9K+ 18.38% |
$1.22M - $1.29M
|
315K
$7.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
48.7K+ 2.48% |
$1.21M - $1.28M
|
2.01M
$50.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.4K+ 20.41% |
$1.2M - $1.27M
|
285K
$7.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
47.1K+ 1571333.38% |
$1.17M - $1.24M
|
47.1K
$1.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
46.4K+ 32.45% |
$1.15M - $1.22M
|
189K
$4.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.5K+ 29.0% |
$1.11M - $1.17M
|
198K
$4.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
44.2K+ 6.95% |
$1.1M - $1.16M
|
679K
$17.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
44.1K+ 5.47% |
$1.1M - $1.16M
|
850K
$21.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
42.5K+ 24.59% |
$1.06M - $1.12M
|
215K
$5.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
42.3K+ 4.8% |
$1.05M - $1.11M
|
923K
$23.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
42K+ 92.15% |
$1.04M - $1.11M
|
87.6K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
40.3K+ 326.92% |
$1M - $1.06M
|
52.6K
$1.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
39.4K+ 310.31% |
$978K - $1.04M
|
52K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
39.1KNew |
$973K - $1.03M
|
39.1K
$984K
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
38.9K+ 63.06% |
$968K - $1.03M
|
101K
$2.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
36.2K+ 19.1% |
$900K - $953K
|
226K
$5.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
35.1KNew |
$873K - $925K
|
35.1K
$883K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34K+ 21.19% |
$846K - $896K
|
195K
$4.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
31.7K+ 15.58% |
$787K - $834K
|
235K
$5.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
31.5K+ 3.42% |
$783K - $829K
|
952K
$23.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
30.7K+ 21.4% |
$762K - $807K
|
174K
$4.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
28.9K+ 16.68% |
$718K - $761K
|
202K
$5.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
28.9K+ 33.29% |
$718K - $761K
|
116K
$2.91M
|