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 |
---|---|---|---|---|---|---|---|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
44.6KNew |
$1.1M - $1.14M
|
44.6K
$1.14M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-103K- 73.61% |
$2.54M - $2.63M
|
36.8K
$940K
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
49+ 0.47% |
$1.21K - $1.26K
|
10.5K
$267K
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
17.1K+ 1.99% |
$422K - $437K
|
875K
$22.4M
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
8.96K+ 0.55% |
$222K - $229K
|
1.63M
$41.7M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
68.1K+ 11.64% |
$1.69M - $1.75M
|
654K
$16.7M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11+ 0.75% |
$272 - $282
|
1.47K
$37.6K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.13K+ 12.72% |
$77.3K - $80.1K
|
27.7K
$708K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-90.4K- 7.46% |
$2.23M - $2.32M
|
1.12M
$28.7M
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
1.42M+ 13.89% |
$35M - $36.3M
|
11.6M
$296M
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-87.6K- 5.72% |
$2.17M - $2.24M
|
1.44M
$36.9M
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1.59K+ 1.44% |
$39.4K - $40.8K
|
112K
$2.87M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-81.4K- 29.69% |
$2.01M - $2.09M
|
193K
$4.92M
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-24.5K- 4.21% |
$606K - $628K
|
558K
$14.3M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.78K- 4.6% |
$93.5K - $96.8K
|
78.5K
$2M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-47- 11.16% |
$1.16K - $1.2K
|
374
$9.56K
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.28M- 63.26% |
$56.4M - $58.4M
|
1.32M
$33.8M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
832New |
$20.6K - $21.3K
|
832
$21.3K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.4K+ 8.03% |
$355K - $368K
|
193K
$4.94M
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
17.3K+ 86.48% |
$429K - $444K
|
37.4K
$956K
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.72K- 1.3% |
$42.5K - $44K
|
130K
$3.33M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.47K- 4.93% |
$160K - $166K
|
125K
$3.18M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-54.2K- 2.97% |
$1.34M - $1.39M
|
1.77M
$45.2M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.87K- 10.7% |
$46.3K - $48K
|
15.6K
$399K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
49.1K+ 3.23% |
$1.21M - $1.26M
|
1.57M
$40.1M
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
50+ 0.45% |
$1.24K - $1.28K
|
11.2K
$285K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-968- 0.14% |
$23.9K - $24.8K
|
674K
$17.2M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.7K- 1.05% |
$462K - $479K
|
1.76M
$45M
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
112K+ 21.0% |
$2.76M - $2.86M
|
644K
$16.5M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
41K+ 2.59% |
$1.01M - $1.05M
|
1.62M
$41.4M
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
37K+ 44.51% |
$915K - $948K
|
120K
$3.07M
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-27.4K- 18.21% |
$676K - $701K
|
123K
$3.14M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
40K+ 5.46% |
$989K - $1.03M
|
773K
$19.8M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-33.1K- 67.13% |
$819K - $849K
|
16.2K
$414K
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-12.3K- 2.15% |
$304K - $315K
|
558K
$14.3M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
71.1K+ 50.59% |
$1.76M - $1.82M
|
212K
$5.41M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.9K+ 4.19% |
$1.21M - $1.25M
|
1.21M
$31M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
101K+ 7.39% |
$2.5M - $2.59M
|
1.47M
$37.5M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-22.5K- 5.04% |
$556K - $576K
|
423K
$10.8M
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
32K+ 2.66% |
$793K - $821K
|
1.24M
$31.6M
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-213K- 89.03% |
$5.27M - $5.46M
|
26.2K
$670K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.19K+ 12.73% |
$54.2K - $56.2K
|
19.4K
$496K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
200K+ 1060.84% |
$4.94M - $5.12M
|
219K
$5.59M
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
166K+ 5.29% |
$4.1M - $4.25M
|
3.3M
$84.3M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.59K+ 19.91% |
$64K - $66.3K
|
15.6K
$398K
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
60K+ 89.29% |
$1.48M - $1.54M
|
127K
$3.25M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-310- 4.41% |
$7.67K - $7.94K
|
6.73K
$172K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.3KNew |
$1.17M - $1.21M
|
47.3K
$1.21M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
300New |
$7.42K - $7.69K
|
300
$7.67K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
78.8K+ 11.49% |
$1.95M - $2.02M
|
765K
$19.5M
|