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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.3KNew |
$456K - $483K
|
18.3K
$462K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-69.4K- 13.11% |
$1.73M - $1.83M
|
460K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 7.14% |
$49.7 - $52.7
|
26
$655
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.16K+ 14.16% |
$128K - $136K
|
41.6K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
337+ 2.36% |
$8.38K - $8.87K
|
14.6K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.96K+ 38.61% |
$198K - $209K
|
28.6K
$720K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
130K+ 7.15% |
$3.23M - $3.43M
|
1.95M
$49.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
14.1KNew |
$351K - $371K
|
14.1K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-33K- 11.84% |
$820K - $869K
|
246K
$6.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
14.2K+ 148.65% |
$353K - $374K
|
23.8K
$599K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-113K- 92.76% |
$2.8M - $2.97M
|
8.8K
$222K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.39KNew |
$184K - $194K
|
7.39K
$186K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-356- 0.7% |
$8.85K - $9.37K
|
50.6K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.47KNew |
$36.5K - $38.7K
|
1.47K
$37K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
110New |
$2.73K - $2.9K
|
110
$2.77K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.85KNew |
$70.9K - $75.1K
|
2.85K
$71.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-394- 4.79% |
$9.79K - $10.4K
|
7.84K
$198K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-44- 0.38% |
$1.09K - $1.16K
|
11.7K
$294K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-122K- 90.51% |
$3.02M - $3.2M
|
12.7K
$321K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.03KNew |
$50.3K - $53.3K
|
2.03K
$51.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
54.9KNew |
$1.37M - $1.45M
|
54.9K
$1.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-5.09K- 8.27% |
$127K - $134K
|
56.5K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
11New |
$273 - $290
|
11
$277
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
16.7KNew |
$416K - $441K
|
16.7K
$422K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
53.4KNew |
$1.33M - $1.41M
|
53.4K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.98KNew |
$223K - $236K
|
8.98K
$226K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
48.9K+ 18.38% |
$1.22M - $1.29M
|
315K
$7.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.19KNew |
$29.7K - $31.4K
|
1.19K
$30.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
7.79KNew |
$194K - $205K
|
7.79K
$196K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.14K+ 12.7% |
$28.2K - $29.9K
|
10.1K
$254K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.27K- 13.53% |
$31.5K - $33.4K
|
8.1K
$204K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
4New |
$99.4 - $105
|
4
$101
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.01K- 33.55% |
$25.1K - $26.6K
|
2K
$50.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
81.1K+ 11.16% |
$2.02M - $2.14M
|
808K
$20.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-185K- 7.93% |
$4.61M - $4.88M
|
2.15M
$54.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
110+ 0.12% |
$2.73K - $2.9K
|
93.6K
$2.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.85K- 3.1% |
$46.1K - $48.8K
|
57.9K
$1.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
15.6KNew |
$387K - $410K
|
15.6K
$393K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-559- 31.48% |
$13.9K - $14.7K
|
1.22K
$30.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-48.2K- 24.15% |
$1.2M - $1.27M
|
151K
$3.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.78K- 4.44% |
$44.2K - $46.8K
|
38.3K
$965K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
5.44K+ 2.28% |
$135K - $143K
|
244K
$6.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9.15KNew |
$228K - $241K
|
9.15K
$231K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
82.8K+ 23.02% |
$2.06M - $2.18M
|
443K
$11.2M
|
|
| Q2 2024 | |||||||
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
25.9KNew |
$636K - $656K
|
25.9K
$654K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-405- 3.97% |
$9.94K - $10.2K
|
9.8K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-350K- 41.18% |
$8.59M - $8.85M
|
500K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17.7KNew |
$434K - $447K
|
17.7K
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-26Closed |
$638 - $657
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
517New |
$12.7K - $13.1K
|
517
$13K
|
|