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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
28.9K+ 41.1% |
$701K - $747K
|
99.2K
$2.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
389+ 100.0% |
$9.43K - $10.1K
|
778
$19.9K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-46- 12.92% |
$1.12K - $1.19K
|
310
$7.92K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
195+ 26.1% |
$4.73K - $5.04K
|
942
$24.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-125- 0.23% |
$3.03K - $3.23K
|
53.7K
$1.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-50.4K- 66.15% |
$1.22M - $1.3M
|
25.8K
$658K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
85K+ 297.74% |
$2.06M - $2.2M
|
114K
$2.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
93.5K+ 1.44% |
$2.27M - $2.42M
|
6.59M
$168M
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
31.8KNew |
$770K - $821K
|
31.8K
$811K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
9.71KNew |
$235K - $251K
|
9.71K
$248K
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
13.8KNew |
$335K - $357K
|
13.8K
$353K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
80+ 0.48% |
$1.94K - $2.07K
|
16.9K
$431K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
84.8KNew |
$2.06M - $2.19M
|
84.8K
$2.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
12.6KNew |
$305K - $325K
|
12.6K
$321K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
1.13MNew |
$27.3M - $29.1M
|
1.13M
$28.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.89KNew |
$216K - $230K
|
8.89K
$227K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.98MNew |
$48M - $51.2M
|
1.98M
$50.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
190KNew |
$4.6M - $4.9M
|
190K
$4.85M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
17.8KNew |
$431K - $459K
|
17.8K
$454K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-162K- 90.93% |
$3.92M - $4.18M
|
16.1K
$411K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
229New |
$5.55K - $5.92K
|
229
$5.85K
|
|
| Q3 2022 | |||||||
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
51.5K+ 27.78% |
$1.27M - $1.39M
|
237K
$6.05M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
140KNew |
$3.48M - $3.79M
|
140K
$3.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-26.2K- 13.35% |
$649K - $708K
|
170K
$4.35M
|
|
|
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
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-200K- 13.33% |
$4.95M - $5.4M
|
1.3M
$33.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-60- 0.63% |
$1.49K - $1.62K
|
9.45K
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-41Closed |
$1.01K - $1.11K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-40.7K- 19.23% |
$1.01M - $1.1M
|
171K
$4.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.76KNew |
$43.6K - $47.5K
|
1.76K
$45K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-101- 48.79% |
$2.5K - $2.73K
|
106
$2.71K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-120K- 66.62% |
$2.98M - $3.25M
|
60.3K
$1.54M
|
|
|
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
$219K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
11.8KNew |
$293K - $319K
|
11.8K
$302K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
34.1K+ 77.78% |
$845K - $922K
|
78K
$1.99M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
885New |
$21.9K - $23.9K
|
885
$22.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-1.25K- 7.0% |
$31K - $33.9K
|
16.7K
$426K
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.38KNew |
$232K - $253K
|
9.38K
$240K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-7.9K- 44.73% |
$195K - $213K
|
9.76K
$249K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-76- 6.96% |
$1.88K - $2.05K
|
1.02K
$26K
|
|
|
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
$393K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
6.33KNew |
$157K - $171K
|
6.33K
$162K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
50New |
$1.24K - $1.35K
|
50
$1.28K
|
|
|
Oct 12, 2022
Q3 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-2.26K- 11.64% |
$56K - $61.1K
|
17.2K
$439K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
111New |
$2.75K - $3K
|
111
$2.84K
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
718+ 4.12% |
$17.8K - $19.4K
|
18.1K
$464K
|
|
| 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
|
|