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 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
1.13MNew |
$27.3M - $29.1M
|
1.13M
$28.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.89KNew |
$216K - $230K
|
8.89K
$226K
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
190KNew |
$4.6M - $4.9M
|
190K
$4.83M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
17.8KNew |
$431K - $459K
|
17.8K
$452K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.98MNew |
$48M - $51.2M
|
1.98M
$50.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-162K- 90.93% |
$3.92M - $4.18M
|
16.1K
$410K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
229New |
$5.55K - $5.92K
|
229
$5.83K
|
|
| Q3 2022 | |||||||
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
51.5K+ 27.78% |
$1.27M - $1.39M
|
237K
$6.02M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
140KNew |
$3.48M - $3.79M
|
140K
$3.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-41Closed |
$1.01K - $1.11K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-200K- 13.33% |
$4.95M - $5.4M
|
1.3M
$33.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-303- 3.51% |
$7.5K - $8.18K
|
8.33K
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
17.2K+ 37.31% |
$425K - $464K
|
63.2K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-60- 0.63% |
$1.49K - $1.62K
|
9.45K
$240K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-26.2K- 13.35% |
$649K - $708K
|
170K
$4.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-40.7K- 19.23% |
$1.01M - $1.1M
|
171K
$4.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.76KNew |
$43.6K - $47.5K
|
1.76K
$44.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-101- 48.79% |
$2.5K - $2.73K
|
106
$2.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-120K- 66.62% |
$2.98M - $3.25M
|
60.3K
$1.53M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-6.61K- 55.88% |
$164K - $178K
|
5.22K
$133K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.27K+ 17.38% |
$31.4K - $34.3K
|
8.58K
$218K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
11.8KNew |
$293K - $319K
|
11.8K
$301K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
885New |
$21.9K - $23.9K
|
885
$22.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
34.1K+ 77.78% |
$845K - $922K
|
78K
$1.99M
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-1.25K- 7.0% |
$31K - $33.9K
|
16.7K
$424K
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.38KNew |
$232K - $253K
|
9.38K
$239K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-76- 6.96% |
$1.88K - $2.05K
|
1.02K
$25.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-7.9K- 44.73% |
$195K - $213K
|
9.76K
$248K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-13.5KClosed |
$335K - $366K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.04K- 6.32% |
$25.7K - $28.1K
|
15.4K
$392K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
6.33KNew |
$157K - $171K
|
6.33K
$161K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
50New |
$1.24K - $1.35K
|
50
$1.27K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
111New |
$2.75K - $3K
|
111
$2.82K
|
|
|
Oct 12, 2022
Q3 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-2.26K- 11.64% |
$56K - $61.1K
|
17.2K
$437K
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
718+ 4.12% |
$17.8K - $19.4K
|
18.1K
$462K
|
|
| Q2 2022 | |||||||
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-11.3KClosed |
$290K - $313K
|
0
$0
|
|
|
Sep 07, 2022
Q2 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-6.6KClosed |
$169K - $183K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.3KClosed |
$110K - $119K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
42+ 63.64% |
$1.08K - $1.16K
|
108
$2.75K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.97M- 82.88% |
$76.2M - $82.3M
|
614K
$15.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-924- 10.58% |
$23.7K - $25.6K
|
7.81K
$199K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
87+ 26.77% |
$2.23K - $2.41K
|
412
$10.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-62Closed |
$1.59K - $1.72K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
150KNew |
$3.85M - $4.16M
|
150K
$3.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.98KClosed |
$205K - $221K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-7.37KClosed |
$189K - $204K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.25K+ 4.62% |
$83.5K - $90.1K
|
73.7K
$1.88M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-15.2KClosed |
$391K - $422K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-77.2KClosed |
$1.98M - $2.14M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
29.2KNew |
$748K - $808K
|
29.2K
$742K
|
|