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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.74MNew |
$43.5M - $44.7M
|
1.74M
$44.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.13M+ 7.1% |
$28.3M - $29.1M
|
17.1M
$436M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.07M+ 81.77% |
$26.8M - $27.5M
|
2.39M
$60.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
890K+ 7.57% |
$22.2M - $22.8M
|
12.6M
$322M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
595K+ 70.75% |
$14.9M - $15.3M
|
1.44M
$36.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
483K+ 334.51% |
$12.1M - $12.4M
|
627K
$16M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
328K+ 64.22% |
$8.18M - $8.41M
|
838K
$21.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
301K+ 37.01% |
$7.52M - $7.72M
|
1.11M
$28.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
277K+ 29.04% |
$6.92M - $7.11M
|
1.23M
$31.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
266K+ 30.97% |
$6.64M - $6.82M
|
1.12M
$28.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
211K+ 805.63% |
$5.28M - $5.42M
|
238K
$6.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
202K+ 820.84% |
$5.04M - $5.18M
|
227K
$5.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
194K+ 24.33% |
$4.84M - $4.97M
|
991K
$25.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
172K+ 13.28% |
$4.3M - $4.42M
|
1.47M
$37.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
168K+ 241.8% |
$4.19M - $4.31M
|
237K
$6.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
162K+ 7.27% |
$4.04M - $4.15M
|
2.39M
$60.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
152K+ 143.87% |
$3.81M - $3.91M
|
258K
$6.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
122K+ 1383.25% |
$3.04M - $3.13M
|
131K
$3.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
119K+ 3.32% |
$2.96M - $3.04M
|
3.7M
$94.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
111K+ 443.89% |
$2.78M - $2.86M
|
136K
$3.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
111K+ 9.96% |
$2.77M - $2.84M
|
1.22M
$31.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
89.9KNew |
$2.25M - $2.31M
|
89.9K
$2.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
80.8K+ 167.04% |
$2.02M - $2.07M
|
129K
$3.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
79.6K+ 46.74% |
$1.99M - $2.04M
|
250K
$6.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
71.4K+ 453.15% |
$1.78M - $1.83M
|
87.1K
$2.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
67.5K+ 140.93% |
$1.69M - $1.73M
|
115K
$2.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
64.3K+ 7.17% |
$1.61M - $1.65M
|
962K
$24.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
62.9KNew |
$1.57M - $1.61M
|
62.9K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
61.8K+ 2.22% |
$1.54M - $1.58M
|
2.84M
$72.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
61.2K+ 718.42% |
$1.53M - $1.57M
|
69.7K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
60K+ 104.58% |
$1.5M - $1.54M
|
117K
$2.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58.3K+ 33.88% |
$1.46M - $1.5M
|
230K
$5.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
58KNew |
$1.45M - $1.49M
|
58K
$1.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
57.4K+ 20.59% |
$1.43M - $1.47M
|
336K
$8.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
51.7K+ 4.95% |
$1.29M - $1.33M
|
1.1M
$28M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
51.6K+ 2.7% |
$1.29M - $1.32M
|
1.96M
$50.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
44.2K+ 2.11% |
$1.11M - $1.14M
|
2.14M
$54.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
42.6K+ 117.57% |
$1.06M - $1.09M
|
78.9K
$2.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
42.2K+ 5.47% |
$1.05M - $1.08M
|
813K
$20.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
41.1K+ 91.03% |
$1.03M - $1.05M
|
86.2K
$2.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
40.9K+ 65.6% |
$1.02M - $1.05M
|
103K
$2.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
37.6K+ 3.82% |
$939K - $964K
|
1.02M
$26.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
37.4K+ 8.09% |
$935K - $960K
|
500K
$12.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
36.1K+ 4.13% |
$902K - $926K
|
911K
$23.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
35.4K+ 3.21% |
$884K - $908K
|
1.14M
$29M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
33.7K+ 159.33% |
$843K - $865K
|
54.9K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
33K+ 37.62% |
$823K - $846K
|
121K
$3.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
32.7K+ 4.04% |
$818K - $840K
|
843K
$21.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
32.5K+ 3.17% |
$812K - $834K
|
1.06M
$27M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
31.9K+ 256.11% |
$797K - $818K
|
44.3K
$1.13M
|