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 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.05K- 1.88% |
$76K - $79.5K
|
159K
$4.01M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.2K+ 25.1% |
$54.7K - $57.2K
|
10.9K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.53K- 43.7% |
$138K - $144K
|
7.12K
$180K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-210- 2.09% |
$5.23K - $5.48K
|
9.83K
$248K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
44New |
$1.1K - $1.15K
|
44
$1.11K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.39KNew |
$84.5K - $88.5K
|
3.39K
$85.6K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-493- 5.48% |
$12.3K - $12.9K
|
8.51K
$215K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
157New |
$3.91K - $4.09K
|
157
$3.96K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
980New |
$24.4K - $25.6K
|
980
$24.7K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
964+ 99.59% |
$24K - $25.1K
|
1.93K
$48.8K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-378- 1.23% |
$9.42K - $9.86K
|
30.4K
$768K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4.12K- 52.6% |
$103K - $108K
|
3.72K
$93.8K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-15- 32.61% |
$374 - $391
|
31
$783
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
19.1KNew |
$476K - $498K
|
19.1K
$482K
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.88KNew |
$171K - $179K
|
6.88K
$174K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
264New |
$6.58K - $6.89K
|
264
$6.67K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
294+ 0.62% |
$7.33K - $7.67K
|
48.1K
$1.21M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
160New |
$3.99K - $4.17K
|
160
$4.04K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-906- 8.16% |
$22.6K - $23.6K
|
10.2K
$257K
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.63K+ 11.96% |
$40.6K - $42.5K
|
15.2K
$385K
|
|
| Q4 2022 | |||||||
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
68.9K+ 42.8% |
$1.67M - $1.78M
|
230K
$5.8M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.74K- 17.01% |
$115K - $123K
|
23.1K
$584K
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-9.5KClosed |
$230K - $245K
|
0
$0
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
10.1KNew |
$246K - $262K
|
10.1K
$256K
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
12.5KNew |
$303K - $323K
|
12.5K
$316K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.2KNew |
$223K - $238K
|
9.2K
$232K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
9.07KNew |
$220K - $234K
|
9.07K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.08K- 18.66% |
$50.4K - $53.8K
|
9.07K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-151K- 52.47% |
$3.67M - $3.91M
|
137K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.51KNew |
$36.7K - $39.1K
|
1.51K
$38.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6New |
$146 - $155
|
6
$152
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
621+ 5.65% |
$15.1K - $16.1K
|
11.6K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.38KNew |
$57.8K - $61.6K
|
2.38K
$60.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
28.9K+ 41.1% |
$701K - $747K
|
99.2K
$2.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
389+ 100.0% |
$9.43K - $10.1K
|
778
$19.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
739New |
$17.9K - $19.1K
|
739
$18.7K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-46- 12.92% |
$1.12K - $1.19K
|
310
$7.83K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
195+ 26.1% |
$4.73K - $5.04K
|
942
$23.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-125- 0.23% |
$3.03K - $3.23K
|
53.7K
$1.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-50.4K- 66.15% |
$1.22M - $1.3M
|
25.8K
$651K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
85K+ 297.74% |
$2.06M - $2.2M
|
114K
$2.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
93.5K+ 1.44% |
$2.27M - $2.42M
|
6.59M
$166M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.97KNew |
$47.7K - $50.8K
|
1.97K
$49.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
9.71KNew |
$235K - $251K
|
9.71K
$245K
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
31.8KNew |
$770K - $821K
|
31.8K
$802K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
80+ 0.48% |
$1.94K - $2.07K
|
16.9K
$426K
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
13.8KNew |
$335K - $357K
|
13.8K
$349K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
84.8KNew |
$2.06M - $2.19M
|
84.8K
$2.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
12.6KNew |
$305K - $325K
|
12.6K
$317K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
1.13MNew |
$27.3M - $29.1M
|
1.13M
$28.5M
|
|