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 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
61.6K+ 3.78% |
$1.54M - $1.58M
|
1.69M
$44.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
61.2K+ 718.42% |
$1.53M - $1.57M
|
69.7K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
60K+ 104.58% |
$1.5M - $1.54M
|
117K
$3.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58.3K+ 33.88% |
$1.46M - $1.5M
|
230K
$6M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
58KNew |
$1.45M - $1.49M
|
58K
$1.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
57.4K+ 20.59% |
$1.43M - $1.47M
|
336K
$8.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
51.7K+ 4.95% |
$1.29M - $1.33M
|
1.1M
$28.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
51.6K+ 2.7% |
$1.29M - $1.32M
|
1.96M
$51.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
49.7K+ 949.27% |
$1.24M - $1.27M
|
54.9K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
47.9KNew |
$1.2M - $1.23M
|
47.9K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
47.3K+ 113.38% |
$1.18M - $1.21M
|
89K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
47K+ 3.0% |
$1.17M - $1.21M
|
1.62M
$42.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
44.2K+ 2.11% |
$1.11M - $1.14M
|
2.14M
$55.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
42.9K+ 209.63% |
$1.07M - $1.1M
|
63.3K
$1.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
42.6K+ 117.57% |
$1.06M - $1.09M
|
78.9K
$2.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
42.2K+ 5.47% |
$1.05M - $1.08M
|
813K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
42.1K+ 8.74% |
$1.05M - $1.08M
|
524K
$13.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
41.1K+ 91.03% |
$1.03M - $1.05M
|
86.2K
$2.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
40.9K+ 65.6% |
$1.02M - $1.05M
|
103K
$2.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
37.6K+ 3.82% |
$939K - $964K
|
1.02M
$26.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
37.4K+ 8.09% |
$935K - $960K
|
500K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
37.2K+ 29.22% |
$929K - $954K
|
164K
$4.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
36.1K+ 4.13% |
$902K - $926K
|
911K
$23.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
35.4K+ 3.21% |
$884K - $908K
|
1.14M
$29.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
33.7K+ 159.33% |
$843K - $865K
|
54.9K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
33.6K+ 305.4% |
$838K - $861K
|
44.6K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
33K+ 37.62% |
$823K - $846K
|
121K
$3.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
32.7K+ 4.04% |
$818K - $840K
|
843K
$22M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
32.5K+ 3.17% |
$812K - $834K
|
1.06M
$27.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
32.5K+ 120.98% |
$811K - $833K
|
59.3K
$1.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
31.9K+ 256.11% |
$797K - $818K
|
44.3K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
31.6K+ 9.99% |
$790K - $811K
|
348K
$9.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
31.4K+ 174.55% |
$785K - $806K
|
49.4K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
30.7K+ 11.28% |
$766K - $787K
|
303K
$7.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.9K+ 6.56% |
$746K - $766K
|
485K
$12.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
29.3K+ 30.06% |
$731K - $751K
|
127K
$3.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
28.3KNew |
$707K - $727K
|
28.3K
$738K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28.3K+ 1.38% |
$707K - $726K
|
2.08M
$54.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
27.7K+ 15.63% |
$693K - $712K
|
205K
$5.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
27.6K+ 87.21% |
$690K - $709K
|
59.3K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
27.6K+ 2.24% |
$690K - $709K
|
1.26M
$32.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.4K+ 10.25% |
$659K - $677K
|
284K
$7.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
25.7KNew |
$642K - $660K
|
25.7K
$670K
|
|
|
Aug 04, 2025
Q2 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
25.4KNew |
$635K - $652K
|
25.4K
$662K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
25.3K+ 8.89% |
$631K - $648K
|
309K
$8.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
25K+ 61.78% |
$624K - $641K
|
65.4K
$1.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
24.7KNew |
$617K - $634K
|
24.7K
$644K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.6K+ 57.67% |
$616K - $632K
|
67.4K
$1.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
23.4K+ 0.79% |
$584K - $600K
|
2.96M
$77.3M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
23.1K+ 19.26% |
$578K - $594K
|
143K
$3.74M
|