Who owns SPDR Barclays Capital Aggregate Bo?
- Ticker: SPAB
- CUSIP Number: 78464A649
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Analyze quarterly positions in SPDR Barclays Capital Aggregate Bo with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold SPDR Barclays Capital Aggregate Bo this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
LPL Financial | 26M | $686M | 15% | Sep 2024 |
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CWM | 15M | $394M | 8% | Sep 2024 |
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CliftonLarsonAllen Wealth Advisors | 12M | $312M | 10% | Sep 2024 |
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Envestnet Asset Management | 12M | $301M | 6% | Sep 2024 |
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HPM Partners | 9.2M | $240M | 3% | Sep 2024 |
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RiverFront Investment Group | 7.4M | $193M | 3% | Sep 2024 |
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State Street Corporation | 5.2M | $132M | 5% | Jun 2024 |
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Wealth Enhancement Advisory Services | 4.3M | $108M | -4% | Jun 2024 |
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Gradient Investments | 4.3M | $111M | 8% | Sep 2024 |
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Advisor Group Holdings | 3.9M | $102M | 12% | Sep 2024 |
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Private Advisor | 3.7M | $96M | -5% | Sep 2024 |
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Syon Capital | 3.5M | $92M | 1% | Sep 2024 |
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Huntington Asset Advisors | 3.5M | $91M | -3% | Sep 2024 |
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Tobias Financial Advisors | 3.2M | $83M | 4% | Sep 2024 |
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Jpmorgan Chase & Co | 2.8M | $73M | 39% | Sep 2024 |
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Good Life Advisors | 2.8M | $73M | 5% | Sep 2024 |
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Baker Avenue Asset Management | 2.7M | $71M | -7% | Sep 2024 |
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Equitable Holdings | 2.7M | $68M | -19% | Jun 2024 |
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KWB Wealth | 2.6M | $64M | 9% | Sep 2024 |
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AlphaStar Capital Management | 2.3M | $61M | 6% | Sep 2024 |
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N.E.W. Advisory Services | 2.3M | $61M | 8% | Sep 2024 |
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McNamara Financial Services | 2.3M | $60M | 1% | Sep 2024 |
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Univest National Bank and Trust | 2.3M | $60M | 501% | Sep 2024 |
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Wealthcare Advisory Partners | 2.2M | $58M | 7% | Sep 2024 |
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Raymond James & Associates | 2.2M | $56M | -8% | Sep 2024 |
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Trilogy Capital | 2.1M | $56M | 3% | Sep 2024 |
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Great Lakes Retirement | 2.0M | $53M | 2% | Sep 2024 |
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Assetmark | 2.0M | $51M | 51% | Sep 2024 |
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Great Valley Advisor Group | 1.9M | $51M | 7% | Sep 2024 |
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Girard Partners | 1.6M | $41M | 2% | Jun 2024 |
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Royal Bank of Canada | 1.6M | $43M | -9% | Sep 2024 |
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Financial Strategies Group | 1.6M | $42M | 77% | Sep 2024 |
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Goss Wealth Management | 1.5M | $38M | 14% | Jun 2024 |
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Park Avenue Securities | 1.5M | $39M | 23% | Sep 2024 |
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Leading Edge Financial Planning | 1.5M | $38M | 12% | Sep 2024 |
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Morgan Stanley | 1.4M | $36M | -4% | Jun 2024 |
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GM Advisory | 1.4M | $37M | 12% | Sep 2024 |
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Envestnet Portfolio Solutions | 1.4M | $36M | 95% | Sep 2024 |
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Fundamentun | 1.3M | $35M | 9% | Sep 2024 |
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Sanctuary Advisors | 1.3M | $32M | 100% | Jun 2024 |
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Resources Investment Advisors | 1.3M | $34M | -18% | Sep 2024 |
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Mariner Wealth Advisors | 1.2M | $31M | 21% | Sep 2024 |
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Wells Fargo & Company | 1.2M | $31M | 0% | Sep 2024 |
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Us Bancorp | 1.2M | $31M | -3% | Sep 2024 |
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Money Design | 1.2M | $31M | 2% | Sep 2024 |
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Cornerstone Advisors Asset Management | 1.1M | $29M | 42% | Sep 2024 |
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Reston Wealth Management | 1.1M | $28M | 1% | Sep 2024 |
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Trinity Wealth Management | 1.0M | $27M | 30% | Sep 2024 |
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Bnp Paribas Arbitrage, Snc | 1.0M | $26M | 71% | Sep 2024 |
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W. E. Donoghue & Co | 993k | $25M | -3% | Jun 2024 |
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Cetera Investment Advisers | 981k | $25M | 3% | Jun 2024 |
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Truefg | 977k | $26M | 9% | Sep 2024 |
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Bensler | 967k | $25M | 10% | Sep 2024 |
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Bristlecone Advisors | 952k | $25M | 3% | Sep 2024 |
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Waller Financial Planning Group | 926k | $24M | 1% | Sep 2024 |
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Lodestar Private Asset Management | 923k | $24M | 5% | Sep 2024 |
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Heartwood Wealth Advisors | 917k | $24M | 1% | Sep 2024 |
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Clear Creek Financial Management | 850k | $22M | 5% | Sep 2024 |
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Banco Santander | 844k | $22M | 17% | Sep 2024 |
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Bank of New York Mellon | 826k | $22M | 1% | Sep 2024 |
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Citadel Advisors | 818k | $21M | 941% | Sep 2024 |
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Raymond James Financial Services Advisors | 808k | $21M | 11% | Sep 2024 |
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Janney Montgomery Scott | 794k | $21M | -4% | Sep 2024 |
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Cambridge Investment Research Advisors | 783k | $21M | 12% | Sep 2024 |
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Arete Wealth Advisors | 783k | $20M | 170% | Sep 2024 |
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Advisory Alpha | 775k | $20M | 12% | Sep 2024 |
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Aspire Private Capital | 763k | $20M | 45% | Sep 2024 |
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Cutler Investment Counsel | 698k | $18M | 36% | Sep 2024 |
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Money Concepts Capital Corp | 694k | $18M | 0% | Sep 2024 |
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Rockefeller Capital Management | 685k | $17M | -46% | Jun 2024 |
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Pinnacle Wealth Planning Services | 679k | $18M | 7% | Sep 2024 |
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Bank of America Corporation | 670k | $18M | -12% | Sep 2024 |
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WealthPlan Investment Management | 668k | $17M | 100% | Sep 2024 |
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Mml Investors Services | 665k | $17M | 1% | Sep 2024 |
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Bull Oak Capital | 649k | $17M | 56% | Sep 2024 |
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Rinkey Investments | 631k | $16M | 1% | Jun 2024 |
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Levy Wealth Management Group | 629k | $16M | 11% | Jun 2024 |
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Creative Planning | 603k | $16M | -4% | Sep 2024 |
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Larson Financial Group | 602k | $16M | -8% | Sep 2024 |
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Americana Partners | 579k | $15M | -1% | Sep 2024 |
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Beaumont Capital Management | 570k | $15M | 0% | Sep 2024 |
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SigFig Wealth Management | 568k | $15M | -27% | Jun 2024 |
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Rsm Us Wealth Management | 553k | $15M | -9% | Sep 2024 |
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Aveo Capital Partners | 546k | $14M | 11% | Sep 2024 |
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 541k | $14M | 170% | Sep 2024 |
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Stewardship Advisors | 539k | $14M | 92% | Sep 2024 |
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Weitzel Financial Services | 520k | $14M | 2% | Sep 2024 |
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AIFG Consultants | 519k | $14M | 0% | Sep 2024 |
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Jane Street | 471k | $12M | 121% | Sep 2024 |
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Moneta Group Investment Advisors | 468k | $12M | -10% | Sep 2024 |
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WCG Wealth Advisors | 460k | $12M | -13% | Sep 2024 |
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Melone Private Wealth | 449k | $12M | 6% | Sep 2024 |
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LWMG | 443k | $12M | 23% | Sep 2024 |
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TSFG | 430k | $11M | 3% | Sep 2024 |
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RFG Advisory | 429k | $11M | 4% | Sep 2024 |
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Rockbridge Investment Management, LCC | 425k | $11M | -4% | Sep 2024 |
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Jones Financial Companies, L.L | 421k | $11M | 95% | Sep 2024 |
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Astoria Strategic Wealth | 418k | $11M | -14% | Sep 2024 |
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Facet Wealth | 416k | $11M | -74% | Sep 2024 |
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Old Mission Capital | 416k | $10M | 421% | Jun 2024 |
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Gerber Kawasaki Wealth & Investment Management | 399k | $10M | -84% | Jun 2024 |
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PAX Financial Group | 395k | $9.9M | 1% | Jun 2024 |
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United Capital Financial Advisers | 394k | $10M | -4% | Sep 2024 |
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Destiny Capital Corp | 369k | $9.3M | -1% | Sep 2024 |
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VisionPoint Advisory Group | 366k | $9.6M | 18% | Sep 2024 |
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Towercrest Capital Management | 355k | $9.3M | -7% | Sep 2024 |
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HighTower Advisors | 352k | $8.8M | -2% | Jun 2024 |
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Cahaba Wealth Management | 346k | $9.0M | -5% | Sep 2024 |
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Northeast Financial Group | 346k | $9.0M | -18% | Sep 2024 |
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Savant Capital Management | 340k | $8.9M | 0% | Sep 2024 |
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Eldridge Investment Advisors | 340k | $8.9M | 0% | Sep 2024 |
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Integrated Wealth Concepts | 323k | $8.4M | 0% | Sep 2024 |
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Sharkey, Howes & Javer | 320k | $8.4M | 100% | Sep 2024 |
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Signature Estate and Investment Advisors | 319k | $8.3M | 4% | Sep 2024 |
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Burt Wealth Advisors | 317k | $8.3M | -2% | Sep 2024 |
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Integrated Advisors Network | 315k | $8.2M | 18% | Sep 2024 |
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Tennessee Valley Asset Management Partners | 309k | $8.1M | 5% | Sep 2024 |
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Investment Planning Advisors | 308k | $7.7M | 0% | Sep 2024 |
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Alliance Wealth Management | 307k | $7.7M | 4% | Jun 2024 |
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Commonwealth Equity Services | 285k | $7.5M | 20% | Sep 2024 |
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Pure Financial Advisors | 281k | $7.3M | -4% | Sep 2024 |
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Branch Banking & Trust Company | 281k | $7.0M | -7% | Jun 2024 |
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Vertex Planning Partners | 275k | $7.2M | -29% | Sep 2024 |
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Security Financial Services | 272k | $7.1M | 0% | Sep 2024 |
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Cyr Financial | 270k | $7.1M | 100% | Sep 2024 |
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Stifel Financial | 265k | $6.6M | 50% | Jun 2024 |
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Appleton Partners | 258k | $6.7M | 4% | Sep 2024 |
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Captrust Financial Advisors | 257k | $6.7M | 6% | Sep 2024 |
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Wealth Alliance Advisory Group | 252k | $6.6M | 3% | Sep 2024 |
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Amtrust Financial Services | 251k | $6.6M | 0% | Sep 2024 |
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Lifeworks Advisors | 250k | $6.5M | 381% | Sep 2024 |
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Cibc World Markets | 249k | $6.5M | -15% | Sep 2024 |
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CIBC World Markets | 246k | $6.4M | -12% | Sep 2024 |
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Kure Advisory | 244k | $6.4M | 2% | Sep 2024 |
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Hanson McClain Advisors | 242k | $6.3M | -7% | Sep 2024 |
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Crestwood Advisors | 236k | $6.2M | -3% | Sep 2024 |
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Gateway Wealth Partners | 235k | $6.2M | 7% | Sep 2024 |
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Certified Advisory Corp | 235k | $6.1M | 16% | Sep 2024 |
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Townsquare Capital | 228k | $6.0M | 3% | Sep 2024 |
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Values Added Financial | 226k | $5.9M | 19% | Sep 2024 |
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Lunt Capital Management | 218k | $5.7M | 3% | Sep 2024 |
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Citigroup | 215k | $5.6M | 25% | Sep 2024 |
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Horizon Investments | 213k | $5.6M | 1% | Sep 2024 |
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Global Retirement Partners | 212k | $5.6M | -3% | Sep 2024 |
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ERn Financial | 212k | $5.5M | -7% | Sep 2024 |
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TrueWealth Advisors | 204k | $5.3M | -40% | Sep 2024 |
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Zhang Financial | 202k | $5.3M | 17% | Sep 2024 |
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Founders Financial Securities | 200k | $5.2M | 1% | Sep 2024 |
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AE Wealth Management | 198k | $3.0M | 9% | Sep 2024 |
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Jacobi Capital Management | 194k | $4.9M | -44% | Jun 2024 |
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Geneos Wealth Management | 192k | $4.8M | -6% | Jun 2024 |
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Simplicity Wealth | 151k | $4.0M | -24% | Sep 2024 |
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YCMNET Advisors | 135k | $3.4M | -36% | Jun 2024 |
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Who sold out of SPDR Barclays Capital Aggregate Bo?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Feltz Wealth PLAN | Jun 2024 | 621k | $16M |
Toronto-Dominion Bank | Jun 2024 | 500k | $13M |
OneAscent Financial Services | Jun 2024 | 406k | $10M |