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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.13MNew |
$26.9M - $29.2M
|
1.13M
$29M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
81New |
$1.92K - $2.08K
|
81
$2.07K
|
|
| Q3 2023 | |||||||
|
Apr 28, 2025
Q3 2023
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-25.5KClosed |
$618K - $648K
|
0
$0
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
229New |
$5.56K - $5.83K
|
229
$5.85K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-11.5KClosed |
$280K - $294K
|
0
$0
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-623Closed |
$15.1K - $15.9K
|
0
$0
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-166Closed |
$4.03K - $4.23K
|
0
$0
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-23.7K- 26.51% |
$576K - $605K
|
65.8K
$1.68M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-65- 0.69% |
$1.58K - $1.66K
|
9.33K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.3KNew |
$541K - $568K
|
22.3K
$570K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-127- 54.98% |
$3.08K - $3.23K
|
104
$2.66K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.33K+ 13.39% |
$32.4K - $34K
|
11.3K
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
639New |
$15.5K - $16.3K
|
639
$16.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
70New |
$1.7K - $1.78K
|
70
$1.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.85% |
$24.3 - $25.5
|
55
$1.41K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
415KNew |
$10.1M - $10.6M
|
415K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-16.3KClosed |
$396K - $415K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-9.02K- 34.38% |
$219K - $230K
|
17.2K
$440K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.8KNew |
$311K - $326K
|
12.8K
$327K
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-62- 0.66% |
$1.51K - $1.58K
|
9.34K
$239K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-377- 2.06% |
$9.15K - $9.6K
|
17.9K
$458K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
876+ 35.77% |
$21.3K - $22.3K
|
3.33K
$85K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-1.99K- 2.05% |
$48.2K - $50.6K
|
95.1K
$2.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10.6K- 9.74% |
$257K - $270K
|
98.2K
$2.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.5KNew |
$85K - $89.1K
|
3.5K
$89.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-843- 8.98% |
$20.5K - $21.5K
|
8.55K
$218K
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.51K+ 4.49% |
$85.3K - $89.5K
|
81.7K
$2.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
55.9KNew |
$1.36M - $1.42M
|
55.9K
$1.43M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
345New |
$8.38K - $8.79K
|
345
$8.81K
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
755+ 4.56% |
$18.3K - $19.2K
|
17.3K
$442K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-130- 1.56% |
$3.28K - $3.38K
|
8.2K
$209K
|
|
|
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
$1.12K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
50KNew |
$1.26M - $1.3M
|
50K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.48MNew |
$37.4M - $38.6M
|
1.48M
$37.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
9.28KNew |
$234K - $241K
|
9.28K
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-88- 0.47% |
$2.22K - $2.29K
|
18.7K
$479K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.07KNew |
$27K - $27.9K
|
1.07K
$27.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
7.9KNew |
$199K - $205K
|
7.9K
$202K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
73.2K+ 10.38% |
$1.85M - $1.9M
|
778K
$19.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
946New |
$23.9K - $24.6K
|
946
$24.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
8.07KNew |
$204K - $210K
|
8.07K
$206K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
490+ 0.87% |
$12.4K - $12.7K
|
57.1K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
179+ 2.14% |
$4.51K - $4.66K
|
8.53K
$218K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.32K- 4.1% |
$83.8K - $86.4K
|
77.6K
$1.98M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.7K- 18.46% |
$269K - $278K
|
47.2K
$1.21M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.57K- 39.32% |
$191K - $197K
|
11.7K
$298K
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
32.9KNew |
$830K - $856K
|
32.9K
$841K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.47KNew |
$239K - $246K
|
9.47K
$242K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.06KNew |
$228K - $236K
|
9.06K
$231K
|
|