Latest Institutional Transactions on Spdr Portfolio Aggregate Bond (SPAB)
This table provides information on the latest institutional transactions involving Spdr Portfolio Aggregate Bond (SPAB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
66.9K+ 8.64% |
$1.67M - $1.75M
|
842K
$21M
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-185K- 24.22% |
$4.61M - $4.83M
|
578K
$14.4M
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-8.21K- 4.06% |
$205K - $215K
|
194K
$4.84M
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
5.02K+ 10.24% |
$125K - $131K
|
54K
$1.35M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.36K+ 2.26% |
$159K - $166K
|
287K
$7.17M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-200- 0.31% |
$4.99K - $5.23K
|
64.1K
$1.6M
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-55- 0.55% |
$1.37K - $1.44K
|
9.94K
$248K
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
36+ 0.15% |
$898 - $941
|
24K
$600K
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
7.37K+ 7.64% |
$184K - $193K
|
104K
$2.59M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-57- 0.85% |
$1.42K - $1.49K
|
6.68K
$167K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
186K+ 8.35% |
$4.63M - $4.85M
|
2.41M
$60.1M
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
93.3KNew |
$2.33M - $2.44M
|
93.3K
$2.33M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-757- 5.81% |
$18.9K - $19.8K
|
12.3K
$306K
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.96K+ 1.17% |
$73.8K - $77.4K
|
255K
$6.36M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
55.8K+ 72.94% |
$1.39M - $1.46M
|
132K
$3.3M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.12K- 24.28% |
$77.8K - $81.5K
|
9.72K
$243K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-49K- 24.06% |
$1.22M - $1.28M
|
155K
$3.86M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.28K- 5.65% |
$157K - $164K
|
105K
$2.62M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-484- 4.49% |
$12.1K - $12.7K
|
10.3K
$257K
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
21.2KNew |
$530K - $555K
|
21.2K
$530K
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5.16K+ 11.65% |
$129K - $135K
|
49.4K
$1.23M
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
33+ 2.79% |
$823 - $863
|
1.21K
$30.3K
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.05K+ 37.55% |
$76.1K - $79.8K
|
11.2K
$279K
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.33K- 22.92% |
$158K - $165K
|
21.3K
$531K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
31.2K+ 2.09% |
$779K - $816K
|
1.53M
$38.1M
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-238K- 53.04% |
$5.94M - $6.23M
|
211K
$5.27M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
91.8KNew |
$2.29M - $2.4M
|
91.8K
$2.29M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
889K+ 7.45% |
$22.2M - $23.2M
|
12.8M
$320M
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
16.6K+ 7.84% |
$415K - $435K
|
229K
$5.71M
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7.54K+ 12.76% |
$188K - $197K
|
66.6K
$1.66M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.4K+ 2.79% |
$34.9K - $36.5K
|
51.5K
$1.28M
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
56.9K+ 5.82% |
$1.42M - $1.49M
|
1.03M
$25.8M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.85K+ 3.77% |
$221K - $231K
|
244K
$6.08M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-7.85K- 8.86% |
$196K - $205K
|
80.7K
$2.01M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.1K+ 8.06% |
$52.3K - $54.8K
|
28.1K
$702K
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
400+ 5.14% |
$9.98K - $10.5K
|
8.19K
$204K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
6.89K+ 1.6% |
$172K - $180K
|
437K
$10.9M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.71K- 2.79% |
$67.5K - $70.8K
|
94.3K
$2.35M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
263+ 1.21% |
$6.56K - $6.87K
|
21.9K
$547K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.3K+ 14.61% |
$32.3K - $33.9K
|
10.2K
$254K
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
1.61K+ 11.95% |
$40.2K - $42.1K
|
15.1K
$376K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.37K- 85.37% |
$84.1K - $88.1K
|
578
$14.4K
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
12K+ 148.51% |
$299K - $314K
|
20.1K
$501K
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8.54KNew |
$213K - $223K
|
8.54K
$213K
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-7.73K- 4.27% |
$193K - $202K
|
173K
$4.32M
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-50.7K- 1.98% |
$1.27M - $1.33M
|
2.51M
$62.5M
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
116+ 1.29% |
$2.89K - $3.03K
|
9.12K
$227K
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
15.7K+ 8.29% |
$391K - $410K
|
205K
$5.11M
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.62K+ 0.18% |
$40.3K - $42.2K
|
918K
$22.9M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
11.9K+ 7.24% |
$296K - $310K
|
176K
$4.39M
|