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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
108K+ 8.49% |
$2.66M - $2.75M
|
1.37M
$34.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.22K- 9.19% |
$54.9K - $56.9K
|
21.9K
$558K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
64+ 0.78% |
$1.58K - $1.64K
|
8.25K
$210K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
8.36KNew |
$207K - $214K
|
8.36K
$213K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
114+ 1.09% |
$2.82K - $2.92K
|
10.6K
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.98KNew |
$73.6K - $76.2K
|
2.98K
$75.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
564+ 0.33% |
$13.9K - $14.4K
|
172K
$4.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-435- 0.1% |
$10.8K - $11.1K
|
455K
$11.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
11.4K+ 5.56% |
$282K - $292K
|
216K
$5.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-44.7K- 33.8% |
$1.11M - $1.15M
|
87.6K
$2.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-116K- 19.83% |
$2.88M - $2.98M
|
471K
$12M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
9.6KNew |
$237K - $246K
|
9.6K
$244K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.48KNew |
$36.9K - $38.6K
|
1.48K
$37.6K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
388K+ 10.44% |
$9.68M - $10.2M
|
4.11M
$104M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.88K+ 70.55% |
$197K - $206K
|
19.1K
$484K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
125+ 0.1% |
$3.12K - $3.27K
|
119K
$3.03M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
194+ 16.71% |
$4.84K - $5.07K
|
1.36K
$34.5K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
11.9KNew |
$297K - $312K
|
11.9K
$303K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2KNew |
$49.9K - $52.3K
|
2K
$50.9K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2+ 0.51% |
$49.9 - $52.3
|
392
$9.97K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.13KNew |
$203K - $212K
|
8.13K
$207K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
256New |
$6.38K - $6.69K
|
256
$6.51K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.37K- 15.21% |
$34.2K - $35.8K
|
7.64K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.18K+ 27.51% |
$179K - $188K
|
33.3K
$846K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-3.59K- 5.35% |
$89.6K - $93.9K
|
63.5K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
277+ 0.4% |
$6.91K - $7.24K
|
69.9K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
54New |
$1.35K - $1.41K
|
54
$1.37K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.82KNew |
$45.4K - $47.5K
|
1.82K
$46.3K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
13.2KNew |
$330K - $345K
|
13.2K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-63.6K- 88.01% |
$1.59M - $1.66M
|
8.66K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-11- 0.3% |
$274 - $288
|
3.69K
$93.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8K+ 72.73% |
$200K - $209K
|
19K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
29.4KNew |
$734K - $769K
|
29.4K
$748K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1New |
$24.9 - $26.1
|
1
$25.4
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.51KNew |
$87.6K - $91.9K
|
3.51K
$89.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
44.2KNew |
$1.1M - $1.16M
|
44.2K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-53.2K- 19.35% |
$1.33M - $1.39M
|
222K
$5.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3.15K- 39.14% |
$78.5K - $82.3K
|
4.9K
$125K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
190New |
$4.74K - $4.97K
|
190
$4.83K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
813New |
$20.3K - $21.3K
|
813
$20.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
9.29KNew |
$232K - $243K
|
9.29K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.88K- 2.94% |
$147K - $154K
|
194K
$4.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
877New |
$21.9K - $22.9K
|
877
$22.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
684KNew |
$17M - $17.9M
|
684K
$17.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
13.4KNew |
$333K - $349K
|
13.4K
$340K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-196- 24.75% |
$4.89K - $5.12K
|
596
$15.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
29.9KNew |
$746K - $782K
|
29.9K
$760K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.53KNew |
$38.2K - $40K
|
1.53K
$38.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
328+ 1.56% |
$8.18K - $8.57K
|
21.3K
$542K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.44K+ 25.21% |
$60.8K - $63.7K
|
12.1K
$308K
|
|