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 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
26New |
$643 - $666
|
26
$657
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.73% |
$49.5 - $51.2
|
275
$6.95K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-49- 0.17% |
$1.21K - $1.26K
|
28.1K
$709K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-90- 4.2% |
$2.23K - $2.31K
|
2.05K
$51.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-277- 0.66% |
$6.85K - $7.1K
|
41.7K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-322- 1.34% |
$7.96K - $8.25K
|
23.7K
$599K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-435- 0.1% |
$10.8K - $11.1K
|
455K
$11.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.3K- 1.84% |
$32.2K - $33.4K
|
69.6K
$1.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.87K- 11.24% |
$46.3K - $48K
|
14.8K
$374K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.91K- 1.11% |
$47.3K - $49K
|
170K
$4.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.22K- 9.19% |
$54.9K - $56.9K
|
21.9K
$554K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.17K- 19.98% |
$78.4K - $81.3K
|
12.7K
$321K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-3.65K- 13.41% |
$90.2K - $93.4K
|
23.5K
$595K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-6.04K- 6.74% |
$149K - $155K
|
83.6K
$2.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6.57K- 13.97% |
$162K - $168K
|
40.4K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-6.62K- 18.65% |
$164K - $170K
|
28.9K
$730K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-7.91K- 9.34% |
$196K - $203K
|
76.8K
$1.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-9.39K- 25.99% |
$232K - $241K
|
26.7K
$676K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-11.5K- 3.8% |
$284K - $294K
|
290K
$7.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-18.8K- 30.85% |
$466K - $483K
|
42.2K
$1.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-21.6K- 10.84% |
$534K - $553K
|
178K
$4.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-22.6K- 13.06% |
$559K - $579K
|
151K
$3.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-34K- 4.41% |
$842K - $872K
|
738K
$18.7M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-36.8K- 23.83% |
$911K - $944K
|
118K
$2.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-44.7K- 33.8% |
$1.11M - $1.15M
|
87.6K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-52.5K- 14.27% |
$1.3M - $1.34M
|
315K
$7.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-54.2K- 2.16% |
$1.34M - $1.39M
|
2.45M
$62M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-58.8K- 5.5% |
$1.45M - $1.51M
|
1.01M
$25.6M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-64.7K- 6.97% |
$1.6M - $1.66M
|
863K
$21.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-116K- 19.83% |
$2.88M - $2.98M
|
471K
$11.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-185K- 7.67% |
$4.57M - $4.73M
|
2.22M
$56.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-194K- 79.65% |
$4.81M - $4.98M
|
49.7K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-281K- 6.46% |
$6.95M - $7.2M
|
4.07M
$103M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-452K- 99.28% |
$11.2M - $11.6M
|
3.28K
$82.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-835K- 18.17% |
$20.6M - $21.4M
|
3.76M
$95M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.08M- 8.39% |
$26.6M - $27.6M
|
11.7M
$297M
|