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 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
33.7K+ 159.33% |
$843K - $865K
|
54.9K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
33.6K+ 305.4% |
$838K - $861K
|
44.6K
$1.14M
|
|
|
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
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
31.6K+ 9.99% |
$790K - $811K
|
348K
$8.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
31.4K+ 174.55% |
$785K - $806K
|
49.4K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
30.7K+ 11.28% |
$766K - $787K
|
303K
$7.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.9K+ 6.56% |
$746K - $766K
|
485K
$12.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
29.3K+ 30.06% |
$731K - $751K
|
127K
$3.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
28.3KNew |
$707K - $727K
|
28.3K
$722K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28.3K+ 1.38% |
$707K - $726K
|
2.08M
$53.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
27.7K+ 15.63% |
$693K - $712K
|
205K
$5.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
27.6K+ 2.24% |
$690K - $709K
|
1.26M
$32.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.4K+ 10.25% |
$659K - $677K
|
284K
$7.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
25.7KNew |
$642K - $660K
|
25.7K
$656K
|
|
|
Aug 04, 2025
Q2 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
25.4KNew |
$635K - $652K
|
25.4K
$648K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
25K+ 61.78% |
$624K - $641K
|
65.4K
$1.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
24.7KNew |
$617K - $634K
|
24.7K
$630K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
23.4K+ 0.79% |
$584K - $600K
|
2.96M
$75.6M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
23.1K+ 19.26% |
$578K - $594K
|
143K
$3.66M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
23K+ 12.9% |
$575K - $591K
|
202K
$5.14M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
22.8K+ 242.16% |
$569K - $585K
|
32.2K
$822K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
21.3K+ 72.91% |
$531K - $546K
|
50.4K
$1.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
20.8KNew |
$519K - $534K
|
20.8K
$530K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
20.1K+ 31.19% |
$502K - $516K
|
84.6K
$2.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
19.6K+ 3.51% |
$490K - $503K
|
578K
$14.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19.6K+ 48.47% |
$489K - $503K
|
60K
$1.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
18.7K+ 2.42% |
$467K - $479K
|
792K
$20.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
18.3K+ 8.33% |
$457K - $470K
|
238K
$6.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
18.1K+ 22.11% |
$452K - $464K
|
100K
$2.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
17.9K+ 2.78% |
$447K - $459K
|
662K
$16.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
17.5K+ 10.18% |
$437K - $449K
|
189K
$4.83M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
17.4KNew |
$435K - $447K
|
17.4K
$444K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
16.9K+ 25.76% |
$423K - $434K
|
82.7K
$2.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
16K+ 135.03% |
$399K - $410K
|
27.8K
$709K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15.3K+ 4.62% |
$381K - $391K
|
345K
$8.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.6K+ 3.1% |
$364K - $374K
|
485K
$12.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
14.5KNew |
$363K - $373K
|
14.5K
$370K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
14.3K+ 7.49% |
$358K - $368K
|
206K
$5.25M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
14.2K+ 1.65% |
$356K - $365K
|
877K
$22.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
13.2KNew |
$329K - $338K
|
13.2K
$336K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
12.5K+ 0.91% |
$313K - $322K
|
1.39M
$35.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
12.5K+ 4.29% |
$313K - $322K
|
304K
$7.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12KNew |
$301K - $309K
|
12K
$307K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
11.4KNew |
$284K - $292K
|
11.4K
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.83KNew |
$246K - $252K
|
9.83K
$251K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
9.3KNew |
$232K - $239K
|
9.3K
$237K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.26KNew |
$231K - $238K
|
9.26K
$236K
|