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 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
23K+ 12.9% |
$575K - $591K
|
202K
$5.26M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
22.8K+ 242.16% |
$569K - $585K
|
32.2K
$840K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
21.3K+ 72.91% |
$531K - $546K
|
50.4K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
20.8KNew |
$519K - $534K
|
20.8K
$542K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
20.1K+ 31.19% |
$502K - $516K
|
84.6K
$2.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
19.6K+ 3.51% |
$490K - $503K
|
578K
$15.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19.6K+ 48.47% |
$489K - $503K
|
60K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
18.7K+ 2.42% |
$467K - $479K
|
792K
$20.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
18.3K+ 8.33% |
$457K - $470K
|
238K
$6.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
18.1K+ 22.11% |
$452K - $464K
|
100K
$2.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
17.9K+ 2.78% |
$447K - $459K
|
662K
$17.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
17.5K+ 10.18% |
$437K - $449K
|
189K
$4.94M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
17.4KNew |
$435K - $447K
|
17.4K
$454K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
16.9K+ 25.76% |
$423K - $434K
|
82.7K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
16.7K+ 1.02% |
$416K - $428K
|
1.65M
$43M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
16.1KNew |
$401K - $412K
|
16.1K
$419K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
16K+ 135.03% |
$399K - $410K
|
27.8K
$725K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15.3K+ 4.62% |
$381K - $391K
|
345K
$9M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
14.7K+ 6.86% |
$366K - $376K
|
228K
$5.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
14.6K+ 27.82% |
$366K - $376K
|
67.3K
$1.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.6K+ 3.1% |
$364K - $374K
|
485K
$12.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
14.5KNew |
$363K - $373K
|
14.5K
$379K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
14.3K+ 7.49% |
$358K - $368K
|
206K
$5.37M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
14.2K+ 1.65% |
$356K - $365K
|
877K
$22.9M
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
13.4KNew |
$335K - $344K
|
13.4K
$349K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
13.2KNew |
$329K - $338K
|
13.2K
$343K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
12.5K+ 0.91% |
$313K - $322K
|
1.39M
$36.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
12.5K+ 4.29% |
$313K - $322K
|
304K
$7.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.1K+ 4.81% |
$301K - $309K
|
262K
$6.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12KNew |
$301K - $309K
|
12K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 19.01% |
$289K - $297K
|
72.4K
$1.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
11.4KNew |
$284K - $292K
|
11.4K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
11.3K+ 3.42% |
$282K - $289K
|
342K
$8.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.7K+ 0.88% |
$267K - $275K
|
1.23M
$31.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
9.84K+ 0.93% |
$246K - $253K
|
1.07M
$27.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.83KNew |
$246K - $252K
|
9.83K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.77K+ 3.26% |
$244K - $251K
|
309K
$8.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
9.3KNew |
$232K - $239K
|
9.3K
$242K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.26KNew |
$231K - $238K
|
9.26K
$241K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.37K+ 1447.58% |
$209K - $215K
|
8.95K
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
8.34K+ 8.15% |
$208K - $214K
|
111K
$2.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
8.31KNew |
$207K - $213K
|
8.31K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
7.92KNew |
$198K - $203K
|
7.92K
$206K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.91K+ 16.19% |
$198K - $203K
|
56.8K
$1.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
7.8K+ 0.85% |
$195K - $200K
|
931K
$24.3M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
7.79K+ 14.5% |
$195K - $200K
|
61.5K
$1.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.44K+ 9.69% |
$186K - $191K
|
84.3K
$2.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
7.39K+ 0.63% |
$185K - $190K
|
1.18M
$30.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
7.36K+ 1.67% |
$184K - $189K
|
448K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.71K+ 65.03% |
$168K - $172K
|
17K
$444K
|