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, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-229K- 17.84% |
$5.71M - $5.98M
|
1.05M
$26.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
21+ 11.86% |
$524 - $549
|
198
$4.99K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-62.6K- 48.52% |
$1.56M - $1.64M
|
66.4K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.7K+ 5.67% |
$989K - $1.04M
|
739K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.52K+ 4.92% |
$62.9K - $65.9K
|
53.8K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
17K+ 4.91% |
$424K - $444K
|
363K
$9.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-54.6K- 28.15% |
$1.36M - $1.43M
|
139K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
595+ 1.0% |
$14.8K - $15.6K
|
60.3K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
226K+ 2.47% |
$5.64M - $5.91M
|
9.39M
$237M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.87K+ 2.96% |
$146K - $153K
|
204K
$5.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
20.2KNew |
$504K - $528K
|
20.2K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
83.1KNew |
$2.07M - $2.17M
|
83.1K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8K+ 72.73% |
$200K - $209K
|
19K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-504- 3.44% |
$12.6K - $13.2K
|
14.1K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
7.7K+ 2.83% |
$192K - $201K
|
279K
$7.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10.2K+ 43.25% |
$256K - $268K
|
33.9K
$856K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
29.4KNew |
$734K - $769K
|
29.4K
$742K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.25K- 27.64% |
$106K - $111K
|
11.1K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
114+ 1.05% |
$2.84K - $2.98K
|
10.9K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
11.9KNew |
$297K - $311K
|
11.9K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
44.2KNew |
$1.1M - $1.16M
|
44.2K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.28K- 3.85% |
$107K - $112K
|
107K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.79K+ 3.43% |
$44.7K - $46.8K
|
54.1K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.71K+ 0.81% |
$217K - $228K
|
1.08M
$27.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-865- 1.3% |
$21.6K - $22.6K
|
65.8K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
33.1K+ 67648.98% |
$827K - $866K
|
33.2K
$837K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-17- 0.95% |
$424 - $444
|
1.77K
$44.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.47K- 0.67% |
$112K - $117K
|
661K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.98KNew |
$124K - $130K
|
4.98K
$126K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3.01K- 7.68% |
$75K - $78.6K
|
36.1K
$911K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-50.8K- 2.71% |
$1.27M - $1.33M
|
1.82M
$46M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.51KNew |
$87.6K - $91.9K
|
3.51K
$88.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-36.8K- 1.16% |
$918K - $962K
|
3.13M
$79M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-36.3K- 9.21% |
$905K - $949K
|
358K
$9.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
109KNew |
$2.71M - $2.84M
|
109K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
297K+ 1901.24% |
$7.4M - $7.75M
|
312K
$7.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
168K+ 14.02% |
$4.2M - $4.4M
|
1.37M
$34.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46K+ 10.3% |
$1.15M - $1.2M
|
492K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-83.3K- 38.69% |
$2.08M - $2.18M
|
132K
$3.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-137K- 4.65% |
$3.42M - $3.58M
|
2.81M
$70.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3.15K- 39.14% |
$78.5K - $82.3K
|
4.9K
$123K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.76K+ 2.28% |
$119K - $124K
|
213K
$5.38M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$24.9 - $26.1
|
1
$25.2
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
111KNew |
$2.76M - $2.89M
|
111K
$2.79M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
11.8K+ 0.16% |
$294K - $308K
|
7.41M
$187M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-53.2K- 19.35% |
$1.33M - $1.39M
|
222K
$5.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.9K+ 2.82% |
$122K - $128K
|
179K
$4.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.8KNew |
$293K - $307K
|
11.8K
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.05K- 0.48% |
$51.1K - $53.6K
|
423K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
561+ 6.03% |
$14K - $14.7K
|
9.86K
$248K
|