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 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
6.89K+ 1.6% |
$172K - $180K
|
437K
$11M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.85KNew |
$171K - $179K
|
6.85K
$172K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6.5K+ 185.48% |
$162K - $170K
|
10K
$252K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.36K+ 2.26% |
$159K - $166K
|
287K
$7.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.31K+ 9.93% |
$157K - $165K
|
69.9K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
6.23K+ 6.19% |
$155K - $163K
|
107K
$2.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
6.16K+ 4.53% |
$154K - $161K
|
142K
$3.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.61K+ 3.81% |
$140K - $147K
|
153K
$3.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.49K+ 11441.67% |
$137K - $144K
|
5.54K
$139K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5.16K+ 11.65% |
$129K - $135K
|
49.4K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.05K+ 17.31% |
$126K - $132K
|
34.2K
$860K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
5.02K+ 10.24% |
$125K - $131K
|
54K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.7K+ 4.98% |
$117K - $123K
|
99.1K
$2.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.1K+ 42.35% |
$102K - $107K
|
13.8K
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
3.65K+ 57.54% |
$91K - $95.3K
|
9.99K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.56K+ 6.11% |
$88.7K - $93K
|
61.8K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.36KNew |
$83.7K - $87.7K
|
3.36K
$84.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.05K+ 37.55% |
$76.1K - $79.8K
|
11.2K
$281K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.96K+ 1.17% |
$73.8K - $77.4K
|
255K
$6.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.89K+ 37.57% |
$72.1K - $75.6K
|
10.6K
$266K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
2.82K+ 5.92% |
$70.4K - $73.7K
|
50.4K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.44K+ 25.21% |
$60.8K - $63.7K
|
12.1K
$304K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.1K+ 8.06% |
$52.3K - $54.8K
|
28.1K
$707K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.93K+ 1.1% |
$48.2K - $50.5K
|
178K
$4.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.7K+ 7.58% |
$42.3K - $44.3K
|
24.1K
$605K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.62K+ 0.18% |
$40.3K - $42.2K
|
918K
$23.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
1.61K+ 11.95% |
$40.2K - $42.1K
|
15.1K
$379K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.56K+ 147.59% |
$38.9K - $40.8K
|
2.62K
$65.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.53KNew |
$38.2K - $40K
|
1.53K
$38.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.45K+ 8.2% |
$36.3K - $38K
|
19.2K
$482K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.4K+ 2.79% |
$34.9K - $36.5K
|
51.5K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.3K+ 14.61% |
$32.3K - $33.9K
|
10.2K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.2KNew |
$29.9K - $31.4K
|
1.2K
$30.2K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.19K+ 0.13% |
$29.7K - $31.1K
|
927K
$23.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.13K+ 6.73% |
$28.1K - $29.5K
|
17.9K
$450K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.1K+ 39.37% |
$27.4K - $28.8K
|
3.89K
$97.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.07K+ 9.13% |
$26.6K - $27.9K
|
12.7K
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
908+ 5.32% |
$22.6K - $23.7K
|
18K
$452K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
799+ 7.43% |
$19.9K - $20.9K
|
11.6K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
732+ 5.79% |
$18.3K - $19.1K
|
13.4K
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
680+ 1.13% |
$17K - $17.8K
|
60.6K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
615+ 6.04% |
$15.3K - $16.1K
|
10.8K
$272K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
602+ 3.95% |
$15K - $15.7K
|
15.8K
$398K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
508+ 1.24% |
$12.7K - $13.3K
|
41.5K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
400+ 5.14% |
$9.98K - $10.5K
|
8.19K
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
391+ 1.11% |
$9.75K - $10.2K
|
35.5K
$893K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
388+ 2.51% |
$9.68K - $10.1K
|
15.9K
$399K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
328+ 1.56% |
$8.18K - $8.57K
|
21.3K
$536K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
301New |
$7.51K - $7.87K
|
301
$7.57K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
271+ 2.99% |
$6.76K - $7.08K
|
9.35K
$235K
|