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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
93.3KNew |
$2.33M - $2.44M
|
93.3K
$2.35M
|
|
|
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
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
89.7K+ 6.43% |
$2.24M - $2.35M
|
1.48M
$37.3M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
83.1KNew |
$2.07M - $2.17M
|
83.1K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
82.8K+ 10.58% |
$2.07M - $2.16M
|
865K
$21.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
82.4K+ 13.66% |
$2.06M - $2.15M
|
686K
$17.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
82.2K+ 12.31% |
$2.05M - $2.15M
|
750K
$18.9M
|
|
|
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
$21.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
63.8KNew |
$1.59M - $1.67M
|
63.8K
$1.6M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
56.8K+ 22.1% |
$1.42M - $1.48M
|
314K
$7.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
55.8K+ 72.94% |
$1.39M - $1.46M
|
132K
$3.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
53.9K+ 7.93% |
$1.34M - $1.41M
|
733K
$18.4M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
52.8KNew |
$1.32M - $1.38M
|
52.8K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
47K+ 30.09% |
$1.17M - $1.23M
|
203K
$5.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46K+ 10.3% |
$1.15M - $1.2M
|
492K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
44.2KNew |
$1.1M - $1.16M
|
44.2K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
43.6K+ 1298.6% |
$1.09M - $1.14M
|
47K
$1.18M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43.4K+ 0.95% |
$1.08M - $1.13M
|
4.6M
$116M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
42.3KNew |
$1.06M - $1.11M
|
42.3K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.7K+ 5.67% |
$989K - $1.04M
|
739K
$18.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
38.9K+ 16.51% |
$969K - $1.02M
|
274K
$6.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
38.8KNew |
$966K - $1.01M
|
38.8K
$975K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
38KNew |
$948K - $994K
|
38K
$956K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
37.3KNew |
$930K - $974K
|
37.3K
$937K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
36.7K+ 22.58% |
$915K - $959K
|
199K
$5.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
36.4K+ 13.48% |
$907K - $951K
|
306K
$7.7M
|
|
|
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
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35.6K+ 142.6% |
$887K - $930K
|
60.5K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
34.9K+ 16.41% |
$869K - $911K
|
247K
$6.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
34.4KNew |
$857K - $898K
|
34.4K
$864K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
33.6K+ 3.53% |
$837K - $877K
|
985K
$24.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
33.1K+ 67648.98% |
$827K - $866K
|
33.2K
$835K
|
|
|
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
$4.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
29.9KNew |
$746K - $782K
|
29.9K
$752K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
29.4KNew |
$734K - $769K
|
29.4K
$740K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
28.3KNew |
$706K - $740K
|
28.3K
$712K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
27.1KNew |
$675K - $708K
|
27.1K
$681K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
26.6K+ 4.6% |
$664K - $696K
|
606K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
24.6KNew |
$613K - $643K
|
24.6K
$618K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
23.9K+ 6.9% |
$595K - $624K
|
370K
$9.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
22.5K+ 2.65% |
$562K - $589K
|
872K
$21.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.3K+ 10.77% |
$531K - $557K
|
219K
$5.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
21.2KNew |
$530K - $555K
|
21.2K
$534K
|