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 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-25- 1.22% |
$625 - $642
|
2.03K
$51.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-29- 0.25% |
$724 - $744
|
11.7K
$298K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-36- 0.99% |
$899 - $924
|
3.61K
$92.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-37- 3.97% |
$924 - $949
|
895
$22.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-39- 0.54% |
$974 - $1K
|
7.17K
$183K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-50- 5.26% |
$1.25K - $1.28K
|
901
$23K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-61- 0.15% |
$1.52K - $1.57K
|
41.6K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-65- 17.71% |
$1.62K - $1.67K
|
302
$7.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-117- 0.04% |
$2.92K - $3K
|
306K
$7.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-124- 1.15% |
$3.1K - $3.18K
|
10.6K
$271K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-176- 4.86% |
$4.4K - $4.52K
|
3.45K
$87.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-239- 0.25% |
$5.97K - $6.13K
|
93.7K
$2.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-243- 1.38% |
$6.07K - $6.24K
|
17.4K
$443K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-253- 0.69% |
$6.32K - $6.49K
|
36.6K
$932K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-272- 1.04% |
$6.79K - $6.98K
|
25.8K
$657K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-282- 1.75% |
$7.04K - $7.24K
|
15.8K
$403K
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-301- 0.07% |
$7.52K - $7.72K
|
412K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-316- 99.68% |
$7.89K - $8.11K
|
1
$25.5
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-350- 3.31% |
$8.74K - $8.98K
|
10.2K
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-370- 3.27% |
$9.24K - $9.49K
|
10.9K
$279K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-443- 0.16% |
$11.1K - $11.4K
|
285K
$7.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-445- 79.75% |
$11.1K - $11.4K
|
113
$2.88K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-513- 2.34% |
$12.8K - $13.2K
|
21.4K
$546K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-559- 4.05% |
$14K - $14.3K
|
13.2K
$338K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-563- 21.51% |
$14.1K - $14.4K
|
2.05K
$52.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-589- 0.13% |
$14.7K - $15.1K
|
447K
$11.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-623- 12.69% |
$15.6K - $16K
|
4.29K
$109K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-637- 4.15% |
$15.9K - $16.3K
|
14.7K
$375K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-671- 0.51% |
$16.8K - $17.2K
|
130K
$3.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-764- 2.33% |
$19.1K - $19.6K
|
32.1K
$818K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-766- 3.14% |
$19.1K - $19.7K
|
23.6K
$603K
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-824- 1.3% |
$20.6K - $21.1K
|
62.7K
$1.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-834- 9.05% |
$20.8K - $21.4K
|
8.39K
$214K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-890- 7.76% |
$22.2K - $22.8K
|
10.6K
$270K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-900- 0.84% |
$22.5K - $23.1K
|
107K
$2.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-915- 0.97% |
$22.9K - $23.5K
|
93.4K
$2.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-925- 1.32% |
$23.1K - $23.7K
|
69K
$1.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-994- 1.72% |
$24.8K - $25.5K
|
56.9K
$1.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.09K- 1.47% |
$27.3K - $28K
|
73.3K
$1.87M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.17K- 1.58% |
$29.2K - $30K
|
72.8K
$1.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.27K- 12.83% |
$31.6K - $32.5K
|
8.61K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.33K- 7.52% |
$33.1K - $34.1K
|
16.3K
$416K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.44K- 8.87% |
$35.9K - $36.9K
|
14.8K
$377K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.54K- 12.1% |
$38.4K - $39.4K
|
11.2K
$285K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.73K- 15.65% |
$43.1K - $44.3K
|
9.3K
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.78K- 1.18% |
$44.5K - $45.7K
|
149K
$3.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-1.78K- 0.84% |
$44.5K - $45.7K
|
211K
$5.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.8K- 2.74% |
$44.9K - $46.1K
|
63.8K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.82K- 13.53% |
$45.4K - $46.6K
|
11.6K
$296K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.95K- 2.29% |
$48.8K - $50.1K
|
83.3K
$2.12M
|