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 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-258K- 11.16% |
$6.44M - $6.75M
|
2.06M
$52.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-269K- 11.52% |
$6.72M - $7.04M
|
2.07M
$52.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-288K- 10.25% |
$7.18M - $7.53M
|
2.52M
$64.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-298K- 96.75% |
$7.43M - $7.79M
|
10K
$255K
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-329K- 50.67% |
$8.21M - $8.6M
|
320K
$8.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-371K- 19.5% |
$9.25M - $9.7M
|
1.53M
$39M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-396K- 33.06% |
$9.88M - $10.4M
|
802K
$20.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-468K- 30.76% |
$11.7M - $12.2M
|
1.05M
$26.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-476K- 28.97% |
$11.9M - $12.4M
|
1.17M
$29.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-477K- 91.83% |
$11.9M - $12.5M
|
42.4K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-511K- 37.65% |
$12.7M - $13.4M
|
847K
$21.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-540K- 2.06% |
$13.5M - $14.1M
|
25.7M
$653M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-577K- 5.0% |
$14.4M - $15.1M
|
10.9M
$278M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-679K- 46.63% |
$16.9M - $17.8M
|
778K
$19.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-804K- 40.86% |
$20.1M - $21M
|
1.16M
$29.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.03M- 44.91% |
$25.7M - $27M
|
1.27M
$32.2M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.72M- 21.06% |
$67.8M - $71.1M
|
10.2M
$259M
|