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 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20.3K+ 39.38% |
$507K - $521K
|
71.9K
$1.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-18.3K- 97.77% |
$456K - $469K
|
416
$10.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
92New |
$2.3K - $2.36K
|
92
$2.35K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.2KNew |
$80K - $82.1K
|
3.2K
$81.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
915New |
$22.9K - $23.5K
|
915
$23.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.97KNew |
$174K - $179K
|
6.97K
$178K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
25.2KNew |
$628K - $646K
|
25.2K
$643K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
468New |
$11.7K - $12K
|
468
$12K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 11.11% |
$25 - $25.7
|
8
$204
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
113New |
$2.82K - $2.9K
|
113
$2.89K
|
|
| Q4 2023 | |||||||
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.01% |
$23.7 - $25.7
|
17K
$435K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
186New |
$4.41K - $4.79K
|
186
$4.75K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
215KNew |
$5.09M - $5.52M
|
215K
$5.48M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
598New |
$14.2K - $15.4K
|
598
$15.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
734KNew |
$17.4M - $18.9M
|
734K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
84New |
$1.99K - $2.16K
|
84
$2.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.12KNew |
$26.6K - $28.8K
|
1.12K
$28.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29.6KNew |
$703K - $763K
|
29.6K
$758K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18.6KNew |
$441K - $478K
|
18.6K
$475K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.88KNew |
$68.2K - $74K
|
2.88K
$73.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13KNew |
$309K - $335K
|
13K
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.35KNew |
$31.9K - $34.6K
|
1.35K
$34.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
221+ 1.79% |
$5.24K - $5.69K
|
12.6K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1New |
$23.7 - $25.7
|
1
$25.6
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
28.2KNew |
$668K - $726K
|
28.2K
$720K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-121K- 41.33% |
$2.86M - $3.11M
|
171K
$4.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
488+ 54.95% |
$11.6K - $12.6K
|
1.38K
$35.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.53KNew |
$36.3K - $39.4K
|
1.53K
$39.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
10.5KNew |
$249K - $270K
|
10.5K
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
53.9KNew |
$1.28M - $1.39M
|
53.9K
$1.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
10.4KNew |
$246K - $267K
|
10.4K
$265K
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
BUY
|
- |
7.5KNew |
$178K - $193K
|
7.5K
$192K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.73KNew |
$64.7K - $70.3K
|
2.73K
$69.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 1.21% |
$190 - $206
|
669
$17.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
11.2KNew |
$264K - $287K
|
11.2K
$285K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-981- 3.49% |
$23.3K - $25.3K
|
27.2K
$694K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
291KNew |
$6.91M - $7.5M
|
291K
$7.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-23- 1.14% |
$545 - $592
|
1.99K
$50.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-12.8K- 15.57% |
$304K - $330K
|
69.6K
$1.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.86KNew |
$186K - $202K
|
7.86K
$201K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
309K+ 471.68% |
$7.32M - $7.95M
|
374K
$9.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-12.6K- 4.99% |
$299K - $325K
|
240K
$6.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
45.5KNew |
$1.08M - $1.17M
|
45.5K
$1.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-297- 1.55% |
$7.04K - $7.64K
|
18.8K
$480K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-28.1K- 43.99% |
$665K - $722K
|
35.7K
$913K
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-5- 0.11% |
$119 - $129
|
4.47K
$114K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.6K+ 0.41% |
$394K - $428K
|
4.07M
$104M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.08K- 7.59% |
$73K - $79.3K
|
37.5K
$958K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
275New |
$6.52K - $7.08K
|
275
$7.03K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-307- 4.35% |
$7.28K - $7.9K
|
6.74K
$172K
|
|