Purchases and Sales Made in Q4 2024 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.2MNew |
$54.8M - $57.5M
|
2.2M
$55.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.26M+ 8.39% |
$31.5M - $33M
|
16.3M
$410M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.2MNew |
$30M - $31.5M
|
1.2M
$30.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
889K+ 7.45% |
$22.2M - $23.2M
|
12.8M
$322M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
634K+ 16.18% |
$15.8M - $16.6M
|
4.55M
$114M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
545K+ 98.49% |
$13.6M - $14.2M
|
1.1M
$27.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
471K+ 35.67% |
$11.7M - $12.3M
|
1.79M
$45M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
455KNew |
$11.4M - $11.9M
|
455K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
418KNew |
$10.4M - $10.9M
|
418K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
377KNew |
$9.41M - $9.86M
|
377K
$9.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
229K+ 207.14% |
$5.72M - $6M
|
340K
$8.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
229KNew |
$5.7M - $5.98M
|
229K
$5.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
227K+ 879.23% |
$5.66M - $5.93M
|
253K
$6.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
186K+ 8.35% |
$4.63M - $4.85M
|
2.41M
$60.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
181K+ 76.71% |
$4.51M - $4.73M
|
416K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
172KNew |
$4.29M - $4.5M
|
172K
$4.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
163KNew |
$4.06M - $4.25M
|
163K
$4.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
162K+ 4.42% |
$4.05M - $4.24M
|
3.84M
$96.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
158K+ 36.73% |
$3.93M - $4.12M
|
587K
$14.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
151K+ 21.66% |
$3.77M - $3.95M
|
849K
$21.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
123K+ 11.25% |
$3.06M - $3.21M
|
1.21M
$30.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
104K+ 10.71% |
$2.58M - $2.71M
|
1.07M
$26.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
93.4K+ 10.12% |
$2.33M - $2.44M
|
1.02M
$25.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
93.3KNew |
$2.33M - $2.44M
|
93.3K
$2.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
92.9K+ 2.18% |
$2.32M - $2.43M
|
4.35M
$109M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
92.5K+ 79.84% |
$2.31M - $2.42M
|
208K
$5.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
91.8KNew |
$2.29M - $2.4M
|
91.8K
$2.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
82.2K+ 12.31% |
$2.05M - $2.15M
|
750K
$18.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
81.9KNew |
$2.04M - $2.14M
|
81.9K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
66.9K+ 8.64% |
$1.67M - $1.75M
|
842K
$21.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
59.2K+ 5.7% |
$1.48M - $1.55M
|
1.1M
$27.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
56.9K+ 5.82% |
$1.42M - $1.49M
|
1.03M
$26M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
55.8K+ 72.94% |
$1.39M - $1.46M
|
132K
$3.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
43.6K+ 1298.6% |
$1.09M - $1.14M
|
47K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
38.9K+ 16.51% |
$969K - $1.02M
|
274K
$6.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
38KNew |
$948K - $994K
|
38K
$955K
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
36.4K+ 13.48% |
$907K - $951K
|
306K
$7.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.8K+ 28.1% |
$892K - $935K
|
163K
$4.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
35.8K+ 5.15% |
$892K - $935K
|
730K
$18.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
34.9K+ 16.41% |
$869K - $911K
|
247K
$6.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
33.6K+ 3.53% |
$837K - $877K
|
985K
$24.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
31.2K+ 2.09% |
$779K - $816K
|
1.53M
$38.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
30.8K+ 21.87% |
$767K - $804K
|
171K
$4.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
28.3KNew |
$706K - $740K
|
28.3K
$711K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
26.6K+ 4.6% |
$664K - $696K
|
606K
$15.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
23.9K+ 6.9% |
$595K - $624K
|
370K
$9.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
22.5K+ 2.65% |
$562K - $589K
|
872K
$21.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
21.2KNew |
$530K - $555K
|
21.2K
$533K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
21.1K+ 6.18% |
$525K - $550K
|
361K
$9.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
21K+ 122.82% |
$523K - $548K
|
38K
$955K
|