Purchases and Sales Made in Q1 2025 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
418K+ 456.02% |
$10.3M - $10.7M
|
510K
$12.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
296KNew |
$7.32M - $7.58M
|
296K
$7.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
173K+ 18.64% |
$4.28M - $4.44M
|
1.1M
$27.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
144KNew |
$3.57M - $3.7M
|
144K
$3.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
108K+ 8.49% |
$2.66M - $2.75M
|
1.37M
$34.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
69.4K+ 115633.33% |
$1.72M - $1.78M
|
69.4K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
64.8K+ 3.19% |
$1.6M - $1.66M
|
2.1M
$53.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
64K+ 300.55% |
$1.58M - $1.64M
|
85.2K
$2.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
51.1K+ 20.04% |
$1.26M - $1.31M
|
306K
$7.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
44.7K+ 1.63% |
$1.1M - $1.14M
|
2.78M
$70.3M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
38.1KNew |
$942K - $976K
|
38.1K
$962K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
26.4K+ 2.55% |
$653K - $676K
|
1.06M
$26.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
26K+ 8.56% |
$644K - $667K
|
330K
$8.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
25.8K+ 13.29% |
$637K - $660K
|
220K
$5.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
22.3K+ 4.06% |
$552K - $571K
|
572K
$14.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.8K+ 60.74% |
$514K - $532K
|
55K
$1.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
20.3K+ 34.08% |
$503K - $521K
|
80K
$2.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
19.3K+ 7.66% |
$478K - $496K
|
272K
$6.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
15.8K+ 1.88% |
$392K - $406K
|
858K
$21.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
14.8K+ 1.35% |
$367K - $380K
|
1.11M
$28.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
12.5KNew |
$310K - $321K
|
12.5K
$317K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
11.4K+ 5.56% |
$282K - $292K
|
216K
$5.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.3K+ 5.08% |
$255K - $265K
|
213K
$5.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
9.6KNew |
$237K - $246K
|
9.6K
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.51KNew |
$211K - $218K
|
8.51K
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.4K+ 8.02% |
$208K - $215K
|
113K
$2.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
8.36KNew |
$207K - $214K
|
8.36K
$211K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.11K+ 14.38% |
$200K - $208K
|
64.5K
$1.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
8.05K+ 81.0% |
$199K - $206K
|
18K
$455K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.5K+ 8.04% |
$161K - $166K
|
87.2K
$2.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5.08K+ 10.27% |
$126K - $130K
|
54.5K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.22K+ 4.68% |
$104K - $108K
|
94.3K
$2.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
3.51K+ 6.49% |
$86.8K - $89.9K
|
57.5K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
3.28K+ 1.93% |
$81K - $83.9K
|
173K
$4.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.98KNew |
$73.6K - $76.2K
|
2.98K
$75.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.76K+ 1.57% |
$68.3K - $70.8K
|
179K
$4.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
2.56K+ 16.95% |
$63.2K - $65.5K
|
17.6K
$446K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.19K+ 2.67% |
$54.2K - $56.1K
|
84.1K
$2.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.03K+ 0.96% |
$50.2K - $52K
|
213K
$5.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.43K+ 4.4% |
$35.3K - $36.6K
|
33.9K
$857K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.11K+ 5.78% |
$27.4K - $28.4K
|
20.3K
$513K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
564+ 0.33% |
$13.9K - $14.4K
|
172K
$4.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
511+ 0.49% |
$12.6K - $13.1K
|
104K
$2.64M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
503+ 1.78% |
$12.4K - $12.9K
|
28.8K
$727K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
483+ 2.7% |
$11.9K - $12.4K
|
18.4K
$464K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
195+ 2.09% |
$4.82K - $5K
|
9.54K
$241K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
175+ 1.9% |
$4.33K - $4.48K
|
9.39K
$237K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
114+ 1.09% |
$2.82K - $2.92K
|
10.6K
$267K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
98+ 0.97% |
$2.42K - $2.51K
|
10.2K
$257K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
64+ 0.78% |
$1.58K - $1.64K
|
8.25K
$208K
|