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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-377- 2.06% |
$9.15K - $9.6K
|
17.9K
$453K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
876+ 35.77% |
$21.3K - $22.3K
|
3.33K
$84K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-1.99K- 2.05% |
$48.2K - $50.6K
|
95.1K
$2.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10.6K- 9.74% |
$257K - $270K
|
98.2K
$2.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-843- 8.98% |
$20.5K - $21.5K
|
8.55K
$216K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.5KNew |
$85K - $89.1K
|
3.5K
$88.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.51K+ 4.49% |
$85.3K - $89.5K
|
81.7K
$2.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
55.9KNew |
$1.36M - $1.42M
|
55.9K
$1.41M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
345New |
$8.38K - $8.79K
|
345
$8.71K
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
755+ 4.56% |
$18.3K - $19.2K
|
17.3K
$437K
|
|
| Q2 2023 | |||||||
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13.6KClosed |
$342K - $353K
|
0
$0
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
44New |
$1.11K - $1.14K
|
44
$1.11K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
9.28KNew |
$234K - $241K
|
9.28K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.48MNew |
$37.4M - $38.6M
|
1.48M
$37.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
50KNew |
$1.26M - $1.3M
|
50K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-88- 0.47% |
$2.22K - $2.29K
|
18.7K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.07KNew |
$27K - $27.9K
|
1.07K
$27K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
7.9KNew |
$199K - $205K
|
7.9K
$199K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
73.2K+ 10.38% |
$1.85M - $1.9M
|
778K
$19.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
946New |
$23.9K - $24.6K
|
946
$23.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
8.07KNew |
$204K - $210K
|
8.07K
$204K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
490+ 0.87% |
$12.4K - $12.7K
|
57.1K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.32K- 4.1% |
$83.8K - $86.4K
|
77.6K
$1.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
179+ 2.14% |
$4.51K - $4.66K
|
8.53K
$215K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.57K- 39.32% |
$191K - $197K
|
11.7K
$295K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.7K- 18.46% |
$269K - $278K
|
47.2K
$1.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.47KNew |
$239K - $246K
|
9.47K
$239K
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
32.9KNew |
$830K - $856K
|
32.9K
$831K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-209- 2.47% |
$5.27K - $5.44K
|
8.24K
$208K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.06KNew |
$228K - $236K
|
9.06K
$229K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-758- 20.23% |
$19.1K - $19.7K
|
2.99K
$75.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.66KNew |
$218K - $225K
|
8.66K
$219K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.38KNew |
$211K - $218K
|
8.38K
$212K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
13+ 0.81% |
$328 - $338
|
1.61K
$40.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.59K- 14.54% |
$40.2K - $41.5K
|
9.37K
$237K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.79K+ 8.21% |
$95.6K - $98.6K
|
50K
$1.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
15.9KNew |
$400K - $412K
|
15.9K
$400K
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
64.2K+ 15.08% |
$1.62M - $1.67M
|
490K
$12.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
4.91K+ 15.55% |
$124K - $128K
|
36.5K
$921K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-293- 0.82% |
$7.39K - $7.62K
|
35.5K
$896K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
28New |
$706 - $728
|
28
$707
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
8.5KNew |
$214K - $221K
|
8.5K
$215K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.44KNew |
$213K - $219K
|
8.44K
$213K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
212New |
$5.35K - $5.51K
|
212
$5.35K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.34KNew |
$135K - $139K
|
5.34K
$135K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
4.88KNew |
$123K - $127K
|
4.88K
$123K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-76- 0.69% |
$1.92K - $1.98K
|
11K
$278K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-246Closed |
$6.13K - $6.42K
|
0
$0
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
1.29K+ 0.74% |
$32.2K - $33.7K
|
177K
$4.46M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10.1K- 20.26% |
$252K - $263K
|
39.7K
$1M
|
|