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 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
|
|
|
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 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
28.3KNew |
$706K - $740K
|
28.3K
$712K
|
|
|
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
$9.29M
|
|
|
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
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
21.1K+ 6.18% |
$525K - $550K
|
361K
$9.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
21K+ 122.82% |
$523K - $548K
|
38K
$957K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
20.2K+ 1.0% |
$503K - $527K
|
2.04M
$51.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
20.1KNew |
$500K - $524K
|
20.1K
$504K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
18.2K+ 7.04% |
$453K - $475K
|
276K
$6.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
17.7K+ 7.85% |
$442K - $463K
|
243K
$6.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
17.2KNew |
$428K - $449K
|
17.2K
$432K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
16.6K+ 7.84% |
$415K - $435K
|
229K
$5.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
15.7K+ 8.29% |
$391K - $410K
|
205K
$5.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
14.9K+ 33.3% |
$371K - $389K
|
59.6K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
14.6K+ 35.03% |
$365K - $382K
|
56.4K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14.3KNew |
$358K - $375K
|
14.3K
$361K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
14.2K+ 10.4% |
$353K - $370K
|
150K
$3.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.7K+ 26.34% |
$342K - $358K
|
65.7K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13.5K+ 70.75% |
$336K - $352K
|
32.5K
$817K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.5K+ 6.76% |
$336K - $352K
|
212K
$5.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
13.4KNew |
$333K - $349K
|
13.4K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
12.3KNew |
$307K - $322K
|
12.3K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
12.2K+ 1.45% |
$305K - $319K
|
857K
$21.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
12.1K+ 62.1% |
$301K - $316K
|
31.5K
$793K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
12K+ 148.51% |
$299K - $314K
|
20.1K
$505K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
11.9K+ 7.24% |
$296K - $310K
|
176K
$4.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
11.7K+ 1.09% |
$291K - $305K
|
1.09M
$27.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
11.3K+ 32.33% |
$283K - $296K
|
46.4K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10.8K+ 3.76% |
$270K - $283K
|
299K
$7.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10.5KNew |
$261K - $273K
|
10.5K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
10.1K+ 4.62% |
$251K - $263K
|
228K
$5.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
9.93K+ 1.84% |
$248K - $260K
|
549K
$13.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
9.22KNew |
$230K - $241K
|
9.22K
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
9KNew |
$224K - $235K
|
9K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.85K+ 3.77% |
$221K - $231K
|
244K
$6.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
8.7KNew |
$217K - $227K
|
8.7K
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8.54KNew |
$213K - $223K
|
8.54K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.24K+ 9.97% |
$206K - $215K
|
90.9K
$2.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
8.1K+ 6.28% |
$202K - $212K
|
137K
$3.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
8.07K+ 4.98% |
$201K - $211K
|
170K
$4.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7.54K+ 12.76% |
$188K - $197K
|
66.6K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
7.37K+ 7.64% |
$184K - $193K
|
104K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
6.89K+ 1.6% |
$172K - $180K
|
437K
$11M
|