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 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1KNew |
$25K - $25.7K
|
1K
$26.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
981+ 0.49% |
$24.5K - $25.2K
|
201K
$5.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
921+ 3.18% |
$23K - $23.6K
|
29.9K
$779K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
911+ 2.44% |
$22.8K - $23.4K
|
38.3K
$999K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
751+ 1.37% |
$18.8K - $19.3K
|
55.4K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
676+ 0.86% |
$16.9K - $17.3K
|
79.6K
$2.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
675+ 113.26% |
$16.9K - $17.3K
|
1.27K
$33.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
660+ 0.58% |
$16.5K - $16.9K
|
114K
$2.97M
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
643New |
$16.1K - $16.5K
|
643
$16.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
634+ 6.8% |
$15.8K - $16.3K
|
9.95K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
601+ 3.1% |
$15K - $15.4K
|
20K
$522K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
563+ 6.21% |
$14.1K - $14.4K
|
9.63K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
558+ 1.03% |
$13.9K - $14.3K
|
54.9K
$1.43M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
534+ 5.42% |
$13.3K - $13.7K
|
10.4K
$271K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
514+ 3.3% |
$12.8K - $13.2K
|
16.1K
$419K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
510+ 2.87% |
$12.7K - $13.1K
|
18.3K
$477K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
444+ 3.01% |
$11.1K - $11.4K
|
15.2K
$396K
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
440+ 3.1% |
$11K - $11.3K
|
14.7K
$382K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
433+ 3.13% |
$10.8K - $11.1K
|
14.3K
$372K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
401+ 0.96% |
$10K - $10.3K
|
42.2K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
323+ 1.01% |
$8.07K - $8.29K
|
32.3K
$843K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
322+ 3.37% |
$8.04K - $8.26K
|
9.87K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
319+ 18.71% |
$7.97K - $8.19K
|
2.02K
$52.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
315+ 1.67% |
$7.87K - $8.08K
|
19.1K
$499K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
311+ 1.57% |
$7.77K - $7.98K
|
20.1K
$524K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
288New |
$7.19K - $7.39K
|
288
$7.51K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
278+ 6.95% |
$6.94K - $7.13K
|
4.28K
$112K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
183+ 0.28% |
$4.57K - $4.7K
|
66.2K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
182+ 1.09% |
$4.55K - $4.67K
|
16.9K
$440K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
126+ 1.11% |
$3.15K - $3.23K
|
11.5K
$299K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
107+ 1.01% |
$2.67K - $2.75K
|
10.8K
$280K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
105New |
$2.62K - $2.69K
|
105
$2.74K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
105New |
$2.62K - $2.69K
|
105
$2.74K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
90+ 187.5% |
$2.25K - $2.31K
|
138
$3.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
77+ 0.76% |
$1.92K - $1.98K
|
10.2K
$267K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
77+ 0.97% |
$1.92K - $1.98K
|
8.04K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
76+ 0.88% |
$1.9K - $1.95K
|
8.71K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
74+ 0.71% |
$1.85K - $1.9K
|
10.5K
$275K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
73+ 0.72% |
$1.82K - $1.87K
|
10.2K
$267K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
70+ 0.03% |
$1.75K - $1.8K
|
233K
$6.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
59+ 0.73% |
$1.47K - $1.51K
|
8.17K
$213K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
50+ 0.21% |
$1.25K - $1.28K
|
23.6K
$615K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
48New |
$1.2K - $1.23K
|
48
$1.25K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.99% |
$625 - $642
|
2.56K
$66.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15+ 9.74% |
$375 - $385
|
169
$4.41K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 0.09% |
$225 - $231
|
10.4K
$270K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.11% |
$200 - $205
|
6.99K
$182K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7+ 1.12% |
$175 - $180
|
633
$16.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 0.99% |
$150 - $154
|
611
$15.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 62.5% |
$125 - $128
|
13
$339
|