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 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.9K- 3.0% |
$572K - $588K
|
742K
$18.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-23K- 16.55% |
$574K - $590K
|
116K
$2.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-23.1K- 29.7% |
$576K - $591K
|
54.6K
$1.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-26.8K- 46.52% |
$669K - $687K
|
30.8K
$785K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-27.6K- 7.83% |
$690K - $708K
|
325K
$8.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-27.7K- 55.74% |
$692K - $711K
|
22K
$561K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-29K- 72.8% |
$725K - $744K
|
10.8K
$277K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-29.9K- 8.34% |
$747K - $767K
|
329K
$8.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30K- 30.35% |
$749K - $770K
|
68.8K
$1.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30.1K- 54.74% |
$752K - $772K
|
24.9K
$635K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-30.8K- 96.62% |
$769K - $790K
|
1.08K
$27.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-31.3K- 49.05% |
$783K - $804K
|
32.6K
$830K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-35.5K- 10.63% |
$887K - $912K
|
299K
$7.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-38.2K- 68.78% |
$955K - $981K
|
17.3K
$442K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-41.5K- 39.84% |
$1.04M - $1.07M
|
62.7K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-42.1K- 57.13% |
$1.05M - $1.08M
|
31.6K
$805K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-47.4K- 0.61% |
$1.18M - $1.22M
|
7.72M
$197M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-52.4K- 16.53% |
$1.31M - $1.34M
|
265K
$6.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-55.5K- 28.94% |
$1.39M - $1.42M
|
136K
$3.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
SELL
|
- |
-75.5K- 17.7% |
$1.89M - $1.94M
|
351K
$8.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-108K- 22.28% |
$2.7M - $2.78M
|
378K
$9.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-118K- 3.83% |
$2.95M - $3.03M
|
2.97M
$75.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-119K- 9.8% |
$2.98M - $3.06M
|
1.1M
$28M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-131K- 3.49% |
$3.28M - $3.36M
|
3.63M
$92.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-138K- 13.68% |
$3.46M - $3.55M
|
873K
$22.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-160K- 7.73% |
$4M - $4.11M
|
1.91M
$48.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-173K- 4.24% |
$4.31M - $4.43M
|
3.9M
$99.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-175K- 92.45% |
$4.37M - $4.49M
|
14.3K
$365K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-186K- 65.81% |
$4.63M - $4.76M
|
96.4K
$2.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-275K- 2.42% |
$6.87M - $7.06M
|
11.1M
$283M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-284K- 76.33% |
$7.09M - $7.28M
|
88K
$2.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-391K- 8.12% |
$9.78M - $10M
|
4.43M
$113M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-440K- 38.24% |
$11M - $11.3M
|
711K
$18.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-478K- 19.49% |
$11.9M - $12.3M
|
1.97M
$50.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-714K- 97.46% |
$17.8M - $18.3M
|
18.6K
$474K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-879K- 3.81% |
$22M - $22.5M
|
22.2M
$565M
|