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 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.37K+ 1447.58% |
$209K - $215K
|
8.95K
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
8.34K+ 8.15% |
$208K - $214K
|
111K
$2.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
8.31KNew |
$207K - $213K
|
8.31K
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
7.92KNew |
$198K - $203K
|
7.92K
$202K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.91K+ 16.19% |
$198K - $203K
|
56.8K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
7.8K+ 0.85% |
$195K - $200K
|
931K
$23.7M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
7.79K+ 14.5% |
$195K - $200K
|
61.5K
$1.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.44K+ 9.69% |
$186K - $191K
|
84.3K
$2.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
7.39K+ 0.63% |
$185K - $190K
|
1.18M
$30.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
7.36K+ 1.67% |
$184K - $189K
|
448K
$11.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.47K+ 21.44% |
$161K - $166K
|
36.6K
$934K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
6.46K+ 78.32% |
$161K - $166K
|
14.7K
$375K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
5.48K+ 40.96% |
$137K - $141K
|
18.9K
$481K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
5.27K+ 2.44% |
$132K - $135K
|
222K
$5.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.81KNew |
$120K - $124K
|
4.81K
$123K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
4.79K+ 575.36% |
$120K - $123K
|
5.62K
$143K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
4.61K+ 1.92% |
$115K - $118K
|
244K
$6.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.51K+ 4.17% |
$113K - $116K
|
113K
$2.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.38K+ 15.61% |
$109K - $112K
|
32.5K
$828K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.33K+ 5.42% |
$108K - $111K
|
84.3K
$2.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.29K+ 34.19% |
$107K - $110K
|
16.8K
$429K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.13K+ 10.85% |
$103K - $106K
|
42.2K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.01K+ 1.25% |
$100K - $103K
|
326K
$8.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
3.96K+ 14.05% |
$99K - $102K
|
32.2K
$821K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.9K+ 0.35% |
$97.3K - $99.9K
|
1.12M
$28.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.87K+ 0.49% |
$96.7K - $99.4K
|
792K
$20.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.75K+ 15.05% |
$93.7K - $96.3K
|
28.7K
$732K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.41K+ 2.24% |
$85.2K - $87.6K
|
156K
$3.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3K+ 1.24% |
$75K - $77.1K
|
246K
$6.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.9K+ 0.67% |
$72.5K - $74.5K
|
434K
$11.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.85K+ 5.64% |
$71.2K - $73.1K
|
53.4K
$1.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
2.82K+ 0.95% |
$70.4K - $72.4K
|
299K
$7.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.76K+ 21.49% |
$68.9K - $70.8K
|
15.6K
$398K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.72K+ 2.51% |
$67.8K - $69.7K
|
111K
$2.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.49K+ 1.41% |
$62.1K - $63.8K
|
178K
$4.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2.34K+ 8.38% |
$58.4K - $60K
|
30.2K
$771K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
2.22K+ 2.93% |
$55.4K - $56.9K
|
77.9K
$1.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.13K+ 8.45% |
$53.1K - $54.6K
|
27.3K
$697K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.06K+ 3.42% |
$51.4K - $52.8K
|
62.2K
$1.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.03K+ 0.36% |
$50.8K - $52.1K
|
574K
$14.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
1.93K+ 0.31% |
$48.1K - $49.4K
|
615K
$15.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.87K+ 6.26% |
$46.7K - $48K
|
31.7K
$810K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.84K+ 1.81% |
$46K - $47.2K
|
104K
$2.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.75K+ 21.0% |
$43.7K - $44.9K
|
10.1K
$257K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.7KNew |
$42.5K - $43.6K
|
1.7K
$43.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.66K+ 1.85% |
$41.5K - $42.6K
|
91.3K
$2.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.48K+ 6.25% |
$37K - $38.1K
|
25.2K
$643K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.32K+ 10.9% |
$33K - $33.9K
|
13.4K
$342K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.26K+ 1.86% |
$31.5K - $32.4K
|
69.3K
$1.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.2K+ 4.83% |
$30K - $30.8K
|
26.1K
$665K
|