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 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-4.86K- 1.51% |
$121K - $128K
|
317K
$7.96M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4.99K- 38.3% |
$124K - $131K
|
8.05K
$202K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.01K- 0.86% |
$125K - $132K
|
579K
$14.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-5.09K- 8.27% |
$127K - $134K
|
56.5K
$1.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-5.42K- 31.85% |
$135K - $143K
|
11.6K
$292K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.65K- 10.14% |
$140K - $149K
|
50.1K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.69K- 2.61% |
$142K - $150K
|
212K
$5.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-6.01K- 14.32% |
$149K - $158K
|
35.9K
$904K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.41K- 13.82% |
$159K - $169K
|
40K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-6.72K- 7.86% |
$167K - $177K
|
78.7K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6.83K- 2.91% |
$170K - $180K
|
228K
$5.74M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.86K- 13.24% |
$171K - $181K
|
45K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-7.06K- 2.91% |
$176K - $186K
|
236K
$5.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.22K- 31.96% |
$179K - $190K
|
15.4K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-8.07K- 10.73% |
$201K - $212K
|
67.1K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.38K- 10.4% |
$208K - $221K
|
72.3K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.36K- 13.32% |
$233K - $247K
|
60.9K
$1.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9.85K- 8.17% |
$245K - $259K
|
111K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.1K- 13.86% |
$251K - $266K
|
62.7K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.5K- 18.57% |
$260K - $276K
|
45.9K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-10.5K- 3.61% |
$262K - $277K
|
281K
$7.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-10.7K- 7.97% |
$265K - $281K
|
123K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.2K- 13.53% |
$304K - $322K
|
78.2K
$1.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15.9K- 11.13% |
$396K - $420K
|
127K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.2K- 3.94% |
$402K - $426K
|
394K
$9.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-16.4K- 31.83% |
$407K - $431K
|
35.1K
$882K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-16.5K- 4.54% |
$409K - $433K
|
346K
$8.7M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-16.8K- 7.32% |
$417K - $442K
|
212K
$5.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-17.2K- 6.64% |
$428K - $453K
|
242K
$6.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-18.8K- 4.23% |
$466K - $494K
|
425K
$10.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-19.7K- 41.63% |
$490K - $518K
|
27.6K
$694K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-19.9K- 11.97% |
$494K - $523K
|
146K
$3.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-20.5K- 43.19% |
$511K - $541K
|
27K
$680K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-24.1K- 3.84% |
$600K - $635K
|
603K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-24.4K- 6.18% |
$607K - $643K
|
371K
$9.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-27.7K- 7.23% |
$688K - $729K
|
355K
$8.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29.2K- 3.55% |
$727K - $770K
|
794K
$20M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-33K- 11.84% |
$820K - $869K
|
246K
$6.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-38.2K- 3.09% |
$949K - $1M
|
1.2M
$30.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-41.4K- 33.4% |
$1.03M - $1.09M
|
82.5K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-44.1K- 15.05% |
$1.1M - $1.16M
|
249K
$6.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-46.6K- 25.59% |
$1.16M - $1.23M
|
136K
$3.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-48.2K- 24.15% |
$1.2M - $1.27M
|
151K
$3.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-48.4K- 7.67% |
$1.2M - $1.27M
|
583K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-49.2K- 7.57% |
$1.22M - $1.3M
|
602K
$15.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-49.7K- 9.6% |
$1.23M - $1.31M
|
468K
$11.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-55.2K- 9.07% |
$1.37M - $1.45M
|
553K
$13.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-67.1K- 13.83% |
$1.67M - $1.77M
|
418K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-69.4K- 13.11% |
$1.73M - $1.83M
|
460K
$11.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-75.8K- 17.98% |
$1.88M - $1.99M
|
346K
$8.69M
|