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 |
|---|---|---|---|---|---|---|---|
|
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
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-924- 10.58% |
$23.7K - $25.6K
|
7.81K
$199K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
42+ 63.64% |
$1.08K - $1.16K
|
108
$2.76K
|
|
|
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 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.97M- 82.88% |
$76.2M - $82.3M
|
614K
$15.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
150KNew |
$3.85M - $4.16M
|
150K
$3.83M
|
|
|
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
|
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
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.25K+ 4.62% |
$83.5K - $90.1K
|
73.7K
$1.88M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-598- 2.95% |
$15.4K - $16.6K
|
19.7K
$503K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
221+ 4.22% |
$5.67K - $6.12K
|
5.46K
$139K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
29.2KNew |
$748K - $808K
|
29.2K
$745K
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.4KClosed |
$344K - $372K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-171KClosed |
$4.4M - $4.75M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.89KClosed |
$99.8K - $108K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
500KNew |
$12.8M - $13.9M
|
500K
$12.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-204KClosed |
$5.23M - $5.64M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-7.53KClosed |
$193K - $209K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-458- 0.08% |
$11.8K - $12.7K
|
590K
$15.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-1.52M- 99.23% |
$39M - $42.1M
|
11.7K
$300K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-94- 4.73% |
$2.41K - $2.6K
|
1.89K
$48.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
SELL
|
- |
-11.7KClosed |
$299K - $323K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-3.82K- 19.62% |
$98K - $106K
|
15.6K
$400K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-98- 5.32% |
$2.52K - $2.72K
|
1.75K
$44.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
BUY
|
- |
233KNew |
$5.97M - $6.45M
|
233K
$5.94M
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-8.05KClosed |
$207K - $223K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-154K- 92.01% |
$3.95M - $4.26M
|
13.3K
$341K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-832- 6.4% |
$21.4K - $23.1K
|
12.2K
$311K
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
57.9K+ 37.5% |
$1.49M - $1.61M
|
212K
$5.43M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
417New |
$10.7K - $11.6K
|
417
$10.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-1.16KClosed |
$29.8K - $32.2K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
7.8KNew |
$200K - $216K
|
7.8K
$199K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
54New |
$1.39K - $1.5K
|
54
$1.38K
|
|
|
Jul 18, 2022
Q2 2022
|
Capitol Family Office, Inc.
|
BUY
|
- |
15.3K+ 2.82% |
$392K - $423K
|
557K
$14.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-9.2KClosed |
$236K - $255K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-380Closed |
$9.75K - $10.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-121KClosed |
$3.11M - $3.36M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.18KNew |
$30.2K - $32.6K
|
1.18K
$30K
|
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
9.9KNew |
$254K - $274K
|
9.9K
$253K
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-11.1KClosed |
$285K - $308K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
33.2KNew |
$852K - $920K
|
33.2K
$848K
|
|
| Q1 2022 | |||||||
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-8.64K- 47.6% |
$238K - $255K
|
9.51K
$243K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
40KNew |
$1.1M - $1.18M
|
40K
$1.02M
|
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-11.4KClosed |
$314K - $336K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-28Closed |
$771 - $825
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-7.47KClosed |
$206K - $220K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
22KNew |
$605K - $647K
|
22K
$561K
|
|