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 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-8.27KClosed |
$245K - $248K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-169Closed |
$5.01K - $5.07K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Santori & Peters, Inc.
|
SELL
|
- |
-15.4KClosed |
$455K - $461K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.84KClosed |
$203K - $205K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-111Closed |
$3.29K - $3.33K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-7.86KClosed |
$233K - $236K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-110KClosed |
$3.25M - $3.3M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-16.5KClosed |
$487K - $507K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-20.8KClosed |
$613K - $639K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-12.2KClosed |
$359K - $375K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-2Closed |
$59 - $61.5
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1KClosed |
$29.5K - $30.8K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-18.9KClosed |
$559K - $583K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.77KClosed |
$52.4K - $54.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-500Closed |
$14.8K - $15.4K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-113KClosed |
$3.32M - $3.46M
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-29Closed |
$856 - $892
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 18, 2021
Q4 2020
|
Nova Point Capital, LLC
|
SELL
|
- |
-8.55KClosed |
$261K - $264K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-6.97KClosed |
$213K - $215K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-102KClosed |
$3.1M - $3.14M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.75KClosed |
$53.3K - $53.9K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-8.08KClosed |
$247K - $249K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-50.8KClosed |
$1.55M - $1.57M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-2.38KClosed |
$72.7K - $73.6K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-400Closed |
$12.2K - $12.4K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
1.34KNew |
$40.8K - $41.3K
|
1.34K
$33.8K
|
|
|
Jan 21, 2021
Q4 2020
|
Ballast, Inc.
|
SELL
|
- |
-20.5KClosed |
$625K - $632K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
34.3KNew |
$1.05M - $1.06M
|
34.3K
$866K
|
|
| Q3 2020 | |||||||
|
Jan 07, 2021
Q3 2020
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.08K+ 100.0% |
$187K - $190K
|
12.2K
$307K
|
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-78Closed |
$2.4K - $2.44K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-63.5KClosed |
$1.95M - $1.98M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.44KClosed |
$106K - $107K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-146KClosed |
$4.49M - $4.55M
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-12.1KClosed |
$372K - $377K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Camden Capital, LLC
|
BUY
|
- |
2.43K+ 20.22% |
$74.9K - $76K
|
14.5K
$365K
|
|
|
Oct 27, 2020
Q3 2020
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-27.8KClosed |
$854K - $867K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-83.8KClosed |
$2.58M - $2.62M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Executive Wealth Management, LLC
|
SELL
|
- |
-68.7KClosed |
$2.11M - $2.14M
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-25.7KClosed |
$790K - $801K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 11, 2024
Q2 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-8.51KClosed |
$255K - $262K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.62K+ 9.19% |
$48.5K - $49.9K
|
19.2K
$485K
|
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.3KNew |
$69K - $71K
|
2.3K
$58.1K
|
|
|
Aug 14, 2020
Q2 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.58KClosed |
$47.5K - $48.9K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-714Closed |
$21.4K - $22K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-405Closed |
$12.2K - $12.5K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-9.35KClosed |
$280K - $288K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-8.28KClosed |
$248K - $255K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.01KClosed |
$30.4K - $31.3K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-20Closed |
$600 - $617
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.9KClosed |
$207K - $213K
|
0
$0
|
|