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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.44K+ 25.21% |
$60.8K - $63.7K
|
12.1K
$308K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
301New |
$7.51K - $7.87K
|
301
$7.65K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
56+ 15.14% |
$1.4K - $1.46K
|
426
$10.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14.3KNew |
$358K - $375K
|
14.3K
$365K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-22.3K- 1.41% |
$557K - $584K
|
1.56M
$39.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.1K+ 42.35% |
$102K - $107K
|
13.8K
$350K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.1K+ 39.37% |
$27.4K - $28.8K
|
3.89K
$99K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-10- 25.0% |
$249 - $261
|
30
$763
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
34.9K+ 16.41% |
$869K - $911K
|
247K
$6.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
237+ 4.74% |
$5.91K - $6.2K
|
5.23K
$133K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.56K+ 147.59% |
$38.9K - $40.8K
|
2.62K
$66.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.2KNew |
$29.9K - $31.4K
|
1.2K
$30.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 2.13% |
$24.9 - $26.1
|
48
$1.22K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.36KNew |
$83.7K - $87.7K
|
3.36K
$85.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.07K- 12.04% |
$51.6K - $54.1K
|
15.1K
$384K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-182- 6.09% |
$4.54K - $4.76K
|
2.81K
$71.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6.5K+ 185.48% |
$162K - $170K
|
10K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-298K- 96.75% |
$7.43M - $7.79M
|
10K
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
244+ 195.2% |
$6.09K - $6.38K
|
369
$9.38K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.12K- 54.09% |
$128K - $134K
|
4.35K
$111K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-57- 0.85% |
$1.42K - $1.49K
|
6.68K
$170K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-484- 4.49% |
$12.1K - $12.7K
|
10.3K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.71K- 2.79% |
$67.5K - $70.8K
|
94.3K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
116+ 1.29% |
$2.89K - $3.03K
|
9.12K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8.54KNew |
$213K - $223K
|
8.54K
$217K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-176- 21.15% |
$4.39K - $4.6K
|
656
$16.7K
|
|
| Q3 2024 | |||||||
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
14KNew |
$348K - $369K
|
14K
$356K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-68- 0.85% |
$1.69K - $1.79K
|
7.92K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-319- 3.27% |
$7.93K - $8.4K
|
9.45K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.44K- 25.12% |
$110K - $117K
|
13.2K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
217KNew |
$5.4M - $5.72M
|
217K
$5.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
7.89KNew |
$196K - $208K
|
7.89K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
728New |
$18.1K - $19.2K
|
728
$18.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-36- 1.25% |
$895 - $948
|
2.85K
$72.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.16K+ 14.16% |
$128K - $136K
|
41.6K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
337+ 2.36% |
$8.38K - $8.87K
|
14.6K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
14.1KNew |
$351K - $371K
|
14.1K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-33K- 11.84% |
$820K - $869K
|
246K
$6.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.39KNew |
$184K - $194K
|
7.39K
$188K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-356- 0.7% |
$8.85K - $9.37K
|
50.6K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.47KNew |
$36.5K - $38.7K
|
1.47K
$37.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
110New |
$2.73K - $2.9K
|
110
$2.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.85KNew |
$70.9K - $75.1K
|
2.85K
$72.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-394- 4.79% |
$9.79K - $10.4K
|
7.84K
$199K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-44- 0.38% |
$1.09K - $1.16K
|
11.7K
$297K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.03KNew |
$50.3K - $53.3K
|
2.03K
$51.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-5.09K- 8.27% |
$127K - $134K
|
56.5K
$1.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
11New |
$273 - $290
|
11
$280
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
53.4KNew |
$1.33M - $1.41M
|
53.4K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
7.79KNew |
$194K - $205K
|
7.79K
$198K
|
|