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 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-915- 0.97% |
$22.9K - $23.5K
|
93.4K
$2.37M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-131K- 3.49% |
$3.28M - $3.36M
|
3.63M
$92.3M
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
111K+ 443.89% |
$2.78M - $2.86M
|
136K
$3.47M
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-2.77K- 5.09% |
$69.3K - $71.2K
|
51.7K
$1.32M
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.37K+ 1447.58% |
$209K - $215K
|
8.95K
$227K
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.03K+ 0.36% |
$50.8K - $52.1K
|
574K
$14.6M
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
77+ 0.76% |
$1.92K - $1.98K
|
10.2K
$261K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-41.5K- 39.84% |
$1.04M - $1.07M
|
62.7K
$1.6M
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
7.92KNew |
$198K - $203K
|
7.92K
$201K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.89K- 9.21% |
$97.2K - $99.8K
|
38.3K
$975K
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.02K- 3.46% |
$75.5K - $77.5K
|
84.2K
$2.14M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15.3K+ 4.62% |
$381K - $391K
|
345K
$8.78M
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-3.06K- 1.05% |
$76.5K - $78.6K
|
289K
$7.35M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
61.2K+ 718.42% |
$1.53M - $1.57M
|
69.7K
$1.77M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
28.3KNew |
$707K - $727K
|
28.3K
$720K
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-38.2K- 68.78% |
$955K - $981K
|
17.3K
$441K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
168K+ 241.8% |
$4.19M - $4.31M
|
237K
$6.04M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-173K- 4.24% |
$4.31M - $4.43M
|
3.9M
$99.1M
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-637- 4.15% |
$15.9K - $16.3K
|
14.7K
$374K
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.95K- 2.29% |
$48.8K - $50.1K
|
83.3K
$2.12M
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-2.16K- 7.49% |
$54K - $55.5K
|
26.7K
$680K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
328K+ 64.22% |
$8.18M - $8.41M
|
838K
$21.3M
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-1.78K- 0.84% |
$44.5K - $45.7K
|
211K
$5.37M
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-124- 1.15% |
$3.1K - $3.18K
|
10.6K
$270K
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
73+ 0.72% |
$1.82K - $1.87K
|
10.2K
$260K
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
9.3KNew |
$232K - $239K
|
9.3K
$236K
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-117- 0.04% |
$2.92K - $3K
|
306K
$7.78M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
27.7K+ 15.63% |
$693K - $712K
|
205K
$5.22M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-10.1K- 8.55% |
$251K - $258K
|
108K
$2.74M
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
14.2K+ 1.65% |
$356K - $365K
|
877K
$22.3M
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.13K+ 10.85% |
$103K - $106K
|
42.2K
$1.07M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
23K+ 12.9% |
$575K - $591K
|
202K
$5.13M
|
|
Q1 2025 | |||||||
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-9.27K- 1.62% |
$229K - $237K
|
562K
$14.3M
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
174+ 0.47% |
$4.3K - $4.46K
|
37.4K
$951K
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
115New |
$2.84K - $2.95K
|
115
$2.92K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
46.1K+ 7.06% |
$1.14M - $1.18M
|
700K
$17.8M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-395K- 86.56% |
$9.78M - $10.1M
|
61.4K
$1.56M
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2.91K+ 11.66% |
$72K - $74.6K
|
27.9K
$709K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-35.4K- 13.77% |
$876K - $908K
|
222K
$5.64M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
44.6KNew |
$1.1M - $1.14M
|
44.6K
$1.13M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-103K- 73.61% |
$2.54M - $2.63M
|
36.8K
$936K
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
49+ 0.47% |
$1.21K - $1.26K
|
10.5K
$266K
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
17.1K+ 1.99% |
$422K - $437K
|
875K
$22.2M
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
8.96K+ 0.55% |
$222K - $229K
|
1.63M
$41.5M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11+ 0.75% |
$272 - $282
|
1.47K
$37.4K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.13K+ 12.72% |
$77.3K - $80.1K
|
27.7K
$705K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-90.4K- 7.46% |
$2.23M - $2.32M
|
1.12M
$28.5M
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
1.42M+ 13.89% |
$35M - $36.3M
|
11.6M
$295M
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-87.6K- 5.72% |
$2.17M - $2.24M
|
1.44M
$36.7M
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1.59K+ 1.44% |
$39.4K - $40.8K
|
112K
$2.85M
|