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 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-627- 3.36% |
$15.6K - $16.4K
|
18K
$453K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-672- 5.99% |
$16.8K - $17.6K
|
10.5K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-757- 5.81% |
$18.9K - $19.8K
|
12.3K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-776- 2.59% |
$19.4K - $20.3K
|
29.2K
$733K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.08K- 1.42% |
$26.8K - $28.1K
|
74.5K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.23K- 1.71% |
$30.7K - $32.2K
|
70.9K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.29K- 0.35% |
$32.2K - $33.7K
|
368K
$9.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.4K- 7.39% |
$34.8K - $36.5K
|
17.5K
$440K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.6K- 1.86% |
$40K - $41.9K
|
84.7K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.75K- 6.31% |
$43.6K - $45.7K
|
25.9K
$652K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.07K- 12.04% |
$51.6K - $54.1K
|
15.1K
$380K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.15K- 11.44% |
$53.7K - $56.3K
|
16.7K
$419K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.71K- 2.79% |
$67.5K - $70.8K
|
94.3K
$2.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.12K- 24.28% |
$77.8K - $81.5K
|
9.72K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.37K- 85.37% |
$84.1K - $88.1K
|
578
$14.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.57K- 2.63% |
$89K - $93.2K
|
132K
$3.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-3.68K- 3.94% |
$91.8K - $96.2K
|
89.7K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.15K- 1.35% |
$104K - $109K
|
304K
$7.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.38K- 14.86% |
$109K - $115K
|
25.1K
$631K
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-4.56K- 1.09% |
$114K - $119K
|
413K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-4.65K- 33.8% |
$116K - $122K
|
9.11K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.81K- 64.12% |
$120K - $126K
|
2.69K
$67.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-5.06K- 4.89% |
$126K - $132K
|
98.3K
$2.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.12K- 54.09% |
$128K - $134K
|
4.35K
$109K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.39K- 0.25% |
$134K - $141K
|
2.12M
$53.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-6.03K- 0.37% |
$150K - $158K
|
1.62M
$40.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.28K- 5.65% |
$157K - $164K
|
105K
$2.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.33K- 22.92% |
$158K - $165K
|
21.3K
$535K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-6.37K- 64.5% |
$159K - $167K
|
3.51K
$88.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-6.88K- 28.66% |
$172K - $180K
|
17.1K
$430K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-7.73K- 4.27% |
$193K - $202K
|
173K
$4.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-7.85K- 8.86% |
$196K - $205K
|
80.7K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-8.21K- 4.06% |
$205K - $215K
|
194K
$4.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-10K- 10.35% |
$250K - $262K
|
86.7K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.5K- 2.02% |
$262K - $275K
|
511K
$12.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-13.4K- 27.25% |
$333K - $349K
|
35.6K
$895K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.9K- 8.18% |
$397K - $416K
|
179K
$4.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.9K- 2.76% |
$546K - $572K
|
772K
$19.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-22.3K- 1.41% |
$557K - $584K
|
1.56M
$39.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-23.4K- 25.56% |
$584K - $612K
|
68.2K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-28.4K- 25.59% |
$708K - $742K
|
82.5K
$2.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-30.9K- 26.71% |
$771K - $808K
|
84.8K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-33.1K- 13.67% |
$825K - $864K
|
209K
$5.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-38.6K- 1.39% |
$962K - $1.01M
|
2.74M
$68.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-46.1K- 12.61% |
$1.15M - $1.21M
|
320K
$8.03M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-49K- 24.06% |
$1.22M - $1.28M
|
155K
$3.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-49.4K- 9.05% |
$1.23M - $1.29M
|
496K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-50.5K- 34.61% |
$1.26M - $1.32M
|
95.5K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-50.7K- 1.98% |
$1.27M - $1.33M
|
2.51M
$63M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-60.1K- 48.7% |
$1.5M - $1.57M
|
63.3K
$1.59M
|