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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-209- 2.47% |
$5.27K - $5.44K
|
8.24K
$207K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.66KNew |
$218K - $225K
|
8.66K
$218K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
13+ 0.81% |
$328 - $338
|
1.61K
$40.5K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.38KNew |
$211K - $218K
|
8.38K
$211K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
4.91K+ 15.55% |
$124K - $128K
|
36.5K
$917K
|
|
|
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
$399K
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
64.2K+ 15.08% |
$1.62M - $1.67M
|
490K
$12.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-293- 0.82% |
$7.39K - $7.62K
|
35.5K
$891K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
28New |
$706 - $728
|
28
$704
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
8.5KNew |
$214K - $221K
|
8.5K
$214K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.44KNew |
$213K - $219K
|
8.44K
$212K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
212New |
$5.35K - $5.51K
|
212
$5.33K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.34KNew |
$135K - $139K
|
5.34K
$134K
|
|
|
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
$277K
|
|
| 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
$4.44M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.05K- 1.88% |
$76K - $79.5K
|
159K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.53K- 43.7% |
$138K - $144K
|
7.12K
$179K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10.1K- 20.26% |
$252K - $263K
|
39.7K
$999K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.2K+ 25.1% |
$54.7K - $57.2K
|
10.9K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-210- 2.09% |
$5.23K - $5.48K
|
9.83K
$247K
|
|
|
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
$85.2K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-493- 5.48% |
$12.3K - $12.9K
|
8.51K
$214K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
157New |
$3.91K - $4.09K
|
157
$3.95K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
980New |
$24.4K - $25.6K
|
980
$24.6K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-378- 1.23% |
$9.42K - $9.86K
|
30.4K
$764K
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
19.1KNew |
$476K - $498K
|
19.1K
$480K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-15- 32.61% |
$374 - $391
|
31
$779
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.88KNew |
$171K - $179K
|
6.88K
$173K
|
|
|
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
$4.02K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-906- 8.16% |
$22.6K - $23.6K
|
10.2K
$256K
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.63K+ 11.96% |
$40.6K - $42.5K
|
15.2K
$383K
|
|
| Q4 2022 | |||||||
|
May 05, 2025
Q4 2022
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
70.4K+ 183.93% |
$1.71M - $1.82M
|
109K
$2.73M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.74K- 17.01% |
$115K - $123K
|
23.1K
$582K
|
|
|
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
$255K
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
12.5KNew |
$303K - $323K
|
12.5K
$314K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.2KNew |
$223K - $238K
|
9.2K
$231K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
9.07KNew |
$220K - $234K
|
9.07K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
621+ 5.65% |
$15.1K - $16.1K
|
11.6K
$292K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.08K- 18.66% |
$50.4K - $53.8K
|
9.07K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-151K- 52.47% |
$3.67M - $3.91M
|
137K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.51KNew |
$36.7K - $39.1K
|
1.51K
$38K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.38KNew |
$57.8K - $61.6K
|
2.38K
$59.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6New |
$146 - $155
|
6
$151
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
739New |
$17.9K - $19.1K
|
739
$18.6K
|
|