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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-440- 0.58% |
$10.9K - $11.6K
|
75.6K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-473- 0.32% |
$11.8K - $12.5K
|
147K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-481- 80.3% |
$12K - $12.7K
|
118
$2.97K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-509- 0.77% |
$12.7K - $13.4K
|
65.5K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-528- 0.19% |
$13.1K - $13.9K
|
272K
$6.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-559- 31.48% |
$13.9K - $14.7K
|
1.22K
$30.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-619- 0.85% |
$15.4K - $16.3K
|
72.1K
$1.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-642- 6.75% |
$16K - $16.9K
|
8.87K
$223K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-662- 16.46% |
$16.5K - $17.4K
|
3.36K
$84.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-670- 0.41% |
$16.7K - $17.6K
|
162K
$4.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-825- 5.77% |
$20.5K - $21.7K
|
13.5K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-855- 7.74% |
$21.3K - $22.5K
|
10.2K
$256K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-894- 3.64% |
$22.2K - $23.5K
|
23.7K
$595K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-902- 0.81% |
$22.4K - $23.7K
|
111K
$2.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-916- 4.18% |
$22.8K - $24.1K
|
21K
$528K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-920- 88.04% |
$22.9K - $24.2K
|
125
$3.14K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-983- 9.85% |
$24.4K - $25.9K
|
9K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-992- 0.89% |
$24.7K - $26.1K
|
111K
$2.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.01K- 33.55% |
$25.1K - $26.6K
|
2K
$50.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.22K- 2.85% |
$30.4K - $32.2K
|
41.7K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.27K- 13.53% |
$31.5K - $33.4K
|
8.1K
$204K
|
|
|
Nov 06, 2024
Q3 2024
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-1.3K- 1.0% |
$32.3K - $34.2K
|
129K
$3.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-1.51K- 5.93% |
$37.6K - $39.8K
|
24K
$604K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-1.56K- 59.61% |
$38.8K - $41.1K
|
1.06K
$26.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.56K- 7.64% |
$38.8K - $41.1K
|
18.9K
$475K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.7K- 10.41% |
$42.3K - $44.8K
|
14.6K
$368K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.78K- 2.69% |
$44.1K - $46.7K
|
64.3K
$1.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.78K- 4.44% |
$44.2K - $46.8K
|
38.3K
$963K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.85K- 3.1% |
$46.1K - $48.8K
|
57.9K
$1.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-2.23K- 11.56% |
$55.5K - $58.8K
|
17.1K
$429K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.26K- 6.84% |
$56.2K - $59.6K
|
30.8K
$775K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.29K- 9.01% |
$56.8K - $60.2K
|
23.1K
$580K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.77K- 2.79% |
$69K - $73K
|
96.7K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.78K- 10.49% |
$69.1K - $73.1K
|
23.7K
$596K
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-2.91K- 3.02% |
$72.3K - $76.6K
|
93.5K
$2.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.95K- 5.97% |
$73.3K - $77.6K
|
46.4K
$1.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-3.29K- 28.8% |
$81.7K - $86.5K
|
8.13K
$204K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-3.38K- 0.91% |
$84.1K - $89K
|
369K
$9.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.47K- 1.88% |
$86.3K - $91.4K
|
181K
$4.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-3.82K- 2.68% |
$95K - $101K
|
139K
$3.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.83K- 16.78% |
$95.3K - $101K
|
19K
$478K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.96K- 11.68% |
$98.4K - $104K
|
29.9K
$753K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.05K- 7.64% |
$101K - $107K
|
49K
$1.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-4.13K- 26.93% |
$103K - $109K
|
11.2K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.44K- 25.12% |
$110K - $117K
|
13.2K
$333K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.53K- 6.56% |
$113K - $119K
|
64.6K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.55K- 13.15% |
$113K - $120K
|
30K
$756K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.57K- 2.53% |
$114K - $120K
|
176K
$4.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-4.63K- 4.29% |
$115K - $122K
|
103K
$2.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.77K- 0.4% |
$119K - $126K
|
1.2M
$30.1M
|