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 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 1.54% |
$49K - $50.3K
|
126K
$3.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-2.04K- 0.65% |
$51K - $52.4K
|
313K
$7.99M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-2.16K- 7.49% |
$54K - $55.5K
|
26.7K
$682K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.24K- 7.53% |
$55.9K - $57.4K
|
27.5K
$700K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.37K- 5.95% |
$59.2K - $60.8K
|
37.4K
$955K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.48K- 16.78% |
$62.1K - $63.7K
|
12.3K
$314K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.49K- 7.13% |
$62.2K - $63.9K
|
32.5K
$828K
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.63K- 3.14% |
$65.6K - $67.4K
|
81K
$2.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.68K- 0.36% |
$66.8K - $68.6K
|
735K
$18.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.72K- 17.56% |
$68K - $69.8K
|
12.8K
$326K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.76K- 1.32% |
$68.9K - $70.8K
|
207K
$5.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.77K- 4.49% |
$69.1K - $70.9K
|
58.9K
$1.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-2.77K- 5.09% |
$69.3K - $71.2K
|
51.7K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.02K- 3.46% |
$75.5K - $77.5K
|
84.2K
$2.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-3.06K- 1.05% |
$76.5K - $78.6K
|
289K
$7.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.11K- 0.15% |
$77.6K - $79.7K
|
2.05M
$52.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-3.11K- 4.36% |
$77.8K - $79.9K
|
68.3K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.2K- 9.08% |
$79.9K - $82.1K
|
32K
$817K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.66K- 1.9% |
$91.3K - $93.8K
|
189K
$4.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.89K- 9.21% |
$97.2K - $99.8K
|
38.3K
$978K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.95K- 1.2% |
$98.6K - $101K
|
325K
$8.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.02K- 45.1% |
$100K - $103K
|
4.89K
$125K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-4.24K- 17.16% |
$106K - $109K
|
20.5K
$522K
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-4.24K- 2.2% |
$106K - $109K
|
188K
$4.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.3K- 6.32% |
$107K - $110K
|
63.7K
$1.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-4.5K- 11.61% |
$112K - $115K
|
34.3K
$874K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-4.65K- 2.18% |
$116K - $119K
|
209K
$5.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-4.7K- 8.65% |
$117K - $121K
|
49.7K
$1.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-4.81K- 2.77% |
$120K - $123K
|
168K
$4.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-4.99K- 18.66% |
$125K - $128K
|
21.8K
$555K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-5.02K- 27.53% |
$125K - $129K
|
13.2K
$337K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5.46K- 60.15% |
$136K - $140K
|
3.62K
$92.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-6.48K- 17.33% |
$162K - $166K
|
30.9K
$789K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-6.77K- 45.69% |
$169K - $174K
|
8.05K
$205K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-7.43K- 2.07% |
$186K - $191K
|
351K
$8.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.01K- 1.57% |
$200K - $206K
|
504K
$12.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-8.16K- 11.73% |
$204K - $209K
|
61.4K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-8.5K- 13.07% |
$212K - $218K
|
56.5K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.78K- 7.74% |
$244K - $251K
|
117K
$2.97M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-9.81K- 2.47% |
$245K - $252K
|
387K
$9.88M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-10.1K- 8.55% |
$251K - $258K
|
108K
$2.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-10.8K- 3.41% |
$270K - $277K
|
306K
$7.81M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-11.3K- 2.92% |
$282K - $290K
|
376K
$9.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-11.8K- 3.27% |
$294K - $302K
|
349K
$8.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-17.1K- 29.21% |
$427K - $439K
|
41.5K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-17.4K- 5.99% |
$434K - $446K
|
273K
$6.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-18.9K- 17.7% |
$473K - $486K
|
88K
$2.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-19.2K- 5.39% |
$480K - $493K
|
337K
$8.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-20.4K- 29.44% |
$509K - $523K
|
48.9K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-21.8K- 2.35% |
$543K - $558K
|
905K
$23.1M
|