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 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.1K+ 89.35% |
$27.5K - $28.2K
|
2.33K
$59.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.04K+ 0.3% |
$25.9K - $26.6K
|
343K
$8.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1KNew |
$25K - $25.7K
|
1K
$25.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
981+ 0.49% |
$24.5K - $25.2K
|
201K
$5.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
911+ 2.44% |
$22.8K - $23.4K
|
38.3K
$977K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
751+ 1.37% |
$18.8K - $19.3K
|
55.4K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
675+ 113.26% |
$16.9K - $17.3K
|
1.27K
$32.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
660+ 0.58% |
$16.5K - $16.9K
|
114K
$2.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
634+ 6.8% |
$15.8K - $16.3K
|
9.95K
$254K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
534+ 5.42% |
$13.3K - $13.7K
|
10.4K
$265K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
514+ 3.3% |
$12.8K - $13.2K
|
16.1K
$410K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
510+ 2.87% |
$12.7K - $13.1K
|
18.3K
$467K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
444+ 3.01% |
$11.1K - $11.4K
|
15.2K
$387K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
433+ 3.13% |
$10.8K - $11.1K
|
14.3K
$364K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
401+ 0.96% |
$10K - $10.3K
|
42.2K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
323+ 1.01% |
$8.07K - $8.29K
|
32.3K
$825K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
322+ 3.37% |
$8.04K - $8.26K
|
9.87K
$252K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
315+ 1.67% |
$7.87K - $8.08K
|
19.1K
$488K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
311+ 1.57% |
$7.77K - $7.98K
|
20.1K
$512K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
288New |
$7.19K - $7.39K
|
288
$7.35K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
278+ 6.95% |
$6.94K - $7.13K
|
4.28K
$109K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
183+ 0.28% |
$4.57K - $4.7K
|
66.2K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
182+ 1.09% |
$4.55K - $4.67K
|
16.9K
$430K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
107+ 1.01% |
$2.67K - $2.75K
|
10.8K
$274K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
105New |
$2.62K - $2.69K
|
105
$2.68K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
105New |
$2.62K - $2.69K
|
105
$2.68K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
90+ 187.5% |
$2.25K - $2.31K
|
138
$3.52K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
77+ 0.76% |
$1.92K - $1.98K
|
10.2K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
77+ 0.97% |
$1.92K - $1.98K
|
8.04K
$205K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
74+ 0.71% |
$1.85K - $1.9K
|
10.5K
$269K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
73+ 0.72% |
$1.82K - $1.87K
|
10.2K
$261K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
70+ 0.03% |
$1.75K - $1.8K
|
233K
$5.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
50+ 0.21% |
$1.25K - $1.28K
|
23.6K
$602K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
48New |
$1.2K - $1.23K
|
48
$1.22K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.99% |
$625 - $642
|
2.56K
$65.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15+ 9.74% |
$375 - $385
|
169
$4.31K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 0.09% |
$225 - $231
|
10.4K
$264K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.11% |
$200 - $205
|
6.99K
$178K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7+ 1.12% |
$175 - $180
|
633
$16.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 0.99% |
$150 - $154
|
611
$15.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 62.5% |
$125 - $128
|
13
$332
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
5+ 0.03% |
$125 - $128
|
18.4K
$469K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.1% |
$99.9 - $103
|
367
$9.36K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
4+ 15.38% |
$99.9 - $103
|
30
$765
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
4+ 0.82% |
$99.9 - $103
|
489
$12.5K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 1.09% |
$74.9 - $77
|
278
$7.09K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2+ 0.0% |
$50 - $51.3
|
84.1K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-20- 0.2% |
$500 - $513
|
9.95K
$254K
|