Purchases and Sales Made in Q2 2025 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
12M+ 103.69% |
$301M - $309M
|
23.6M
$616M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.74MNew |
$43.5M - $44.7M
|
1.74M
$45.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.13M+ 7.1% |
$28.3M - $29.1M
|
17.1M
$445M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.07M+ 81.77% |
$26.8M - $27.5M
|
2.39M
$62.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
890K+ 7.57% |
$22.2M - $22.8M
|
12.6M
$329M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
595K+ 70.75% |
$14.9M - $15.3M
|
1.44M
$37.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
574K+ 5.76% |
$14.3M - $14.7M
|
10.5M
$275M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
483K+ 334.51% |
$12.1M - $12.4M
|
627K
$16.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
436KNew |
$10.9M - $11.2M
|
436K
$11.4M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
377K+ 9.65% |
$9.42M - $9.68M
|
4.29M
$112M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
328K+ 64.22% |
$8.18M - $8.41M
|
838K
$21.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
301K+ 37.01% |
$7.52M - $7.72M
|
1.11M
$29M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
300KNew |
$7.49M - $7.7M
|
300K
$7.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
277K+ 29.04% |
$6.92M - $7.11M
|
1.23M
$32.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
266K+ 30.97% |
$6.64M - $6.82M
|
1.12M
$29.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
211K+ 805.63% |
$5.28M - $5.42M
|
238K
$6.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
202K+ 820.84% |
$5.04M - $5.18M
|
227K
$5.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
194K+ 24.33% |
$4.84M - $4.97M
|
991K
$25.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
188K+ 5.06% |
$4.7M - $4.83M
|
3.91M
$102M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
181K+ 5.48% |
$4.51M - $4.64M
|
3.48M
$90.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
172K+ 13.28% |
$4.3M - $4.42M
|
1.47M
$38.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
168K+ 241.8% |
$4.19M - $4.31M
|
237K
$6.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
167K+ 271.26% |
$4.16M - $4.27M
|
228K
$5.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
162K+ 7.27% |
$4.04M - $4.15M
|
2.39M
$62.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
152K+ 143.87% |
$3.81M - $3.91M
|
258K
$6.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
138K+ 55.87% |
$3.45M - $3.55M
|
385K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
136K+ 7.69% |
$3.4M - $3.49M
|
1.91M
$49.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
135K+ 14.69% |
$3.36M - $3.45M
|
1.05M
$27.4M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
127K+ 86.05% |
$3.18M - $3.27M
|
276K
$7.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
125K+ 12.99% |
$3.12M - $3.2M
|
1.09M
$28.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
123K+ 268.79% |
$3.08M - $3.17M
|
169K
$4.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
122K+ 1383.25% |
$3.04M - $3.13M
|
131K
$3.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
119K+ 3.32% |
$2.96M - $3.04M
|
3.7M
$96.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
117K+ 336.26% |
$2.92M - $3M
|
151K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
112K+ 4.08% |
$2.81M - $2.88M
|
2.87M
$74.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
111K+ 443.89% |
$2.78M - $2.86M
|
136K
$3.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
111K+ 9.96% |
$2.77M - $2.84M
|
1.22M
$31.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
89.9KNew |
$2.25M - $2.31M
|
89.9K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
87.9K+ 12.1% |
$2.2M - $2.26M
|
815K
$21.2M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
82.1K+ 20.95% |
$2.05M - $2.11M
|
474K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
82.1K+ 2.81% |
$2.05M - $2.11M
|
3M
$78.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
80.8K+ 167.04% |
$2.02M - $2.07M
|
129K
$3.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
79.6K+ 46.74% |
$1.99M - $2.04M
|
250K
$6.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
78K+ 11.15% |
$1.95M - $2M
|
778K
$20.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
77.2KNew |
$1.93M - $1.98M
|
77.2K
$2.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
71.4K+ 453.15% |
$1.78M - $1.83M
|
87.1K
$2.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
67.5K+ 140.93% |
$1.69M - $1.73M
|
115K
$3.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
64.3K+ 7.17% |
$1.61M - $1.65M
|
962K
$25.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
62.9KNew |
$1.57M - $1.61M
|
62.9K
$1.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
61.8K+ 2.22% |
$1.54M - $1.58M
|
2.84M
$74.1M
|