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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12K+ 12.41% |
$299K - $317K
|
109K
$2.77M
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
17.1KNew |
$424K - $449K
|
17.1K
$434K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-36- 1.25% |
$895 - $948
|
2.85K
$72.5K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.5K+ 29.0% |
$1.11M - $1.17M
|
198K
$5.04M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
132K+ 6.0% |
$3.29M - $3.49M
|
2.34M
$59.5M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.25K+ 0.63% |
$31.1K - $32.9K
|
200K
$5.08M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
29+ 0.15% |
$721 - $764
|
19.4K
$494K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.2K- 13.53% |
$304K - $322K
|
78.2K
$1.99M
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
91+ 0.95% |
$2.26K - $2.4K
|
9.63K
$245K
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-259- 2.17% |
$6.44K - $6.82K
|
11.7K
$297K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.2K- 3.94% |
$402K - $426K
|
394K
$10M
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
571+ 3.71% |
$14.2K - $15K
|
16K
$406K
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-1.51K- 5.93% |
$37.6K - $39.8K
|
24K
$611K
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.22K+ 6.51% |
$30.4K - $32.2K
|
20K
$509K
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
164KNew |
$4.09M - $4.33M
|
164K
$4.18M
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
148K+ 11.89% |
$3.68M - $3.9M
|
1.39M
$35.5M
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
81.8K+ 11.8% |
$2.03M - $2.15M
|
775K
$19.7M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
337+ 2.36% |
$8.38K - $8.87K
|
14.6K
$371K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.96K+ 38.61% |
$198K - $209K
|
28.6K
$727K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
130K+ 7.15% |
$3.23M - $3.43M
|
1.95M
$49.6M
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
125K+ 17.32% |
$3.1M - $3.28M
|
844K
$21.5M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
42.5K+ 24.59% |
$1.06M - $1.12M
|
215K
$5.48M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
789+ 9.27% |
$19.6K - $20.8K
|
9.3K
$236K
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.6KNew |
$239K - $253K
|
9.6K
$244K
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
31.7K+ 15.58% |
$787K - $834K
|
235K
$5.97M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.43K+ 9.33% |
$135K - $143K
|
63.6K
$1.62M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.41K- 13.82% |
$159K - $169K
|
40K
$1.02M
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
14.1KNew |
$351K - $371K
|
14.1K
$359K
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-27.7K- 7.23% |
$688K - $729K
|
355K
$9.04M
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
14.2K+ 148.65% |
$353K - $374K
|
23.8K
$604K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-49.2K- 7.57% |
$1.22M - $1.3M
|
602K
$15.3M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-113K- 92.76% |
$2.8M - $2.97M
|
8.8K
$224K
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-992- 0.89% |
$24.7K - $26.1K
|
111K
$2.83M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
161K+ 479.94% |
$3.99M - $4.23M
|
194K
$4.94M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.3KNew |
$32.3K - $34.2K
|
1.3K
$33K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.7K- 10.41% |
$42.3K - $44.8K
|
14.6K
$372K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
133K+ 46.24% |
$3.31M - $3.51M
|
421K
$10.7M
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
54.5K+ 11.1% |
$1.35M - $1.44M
|
546K
$13.9M
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.22K- 2.85% |
$30.4K - $32.2K
|
41.7K
$1.06M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.55K- 13.15% |
$113K - $120K
|
30K
$764K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
266K+ 2.99% |
$6.62M - $7.01M
|
9.17M
$233M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
54.3K+ 72.71% |
$1.35M - $1.43M
|
129K
$3.28M
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
93+ 33.57% |
$2.31K - $2.45K
|
370
$9.41K
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-33K- 11.84% |
$820K - $869K
|
246K
$6.25M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-93- 0.18% |
$2.31K - $2.45K
|
52.3K
$1.33M
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
119K+ 561.73% |
$2.96M - $3.14M
|
140K
$3.57M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-49.7K- 9.6% |
$1.23M - $1.31M
|
468K
$11.9M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-916- 4.18% |
$22.8K - $24.1K
|
21K
$535K
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.47KNew |
$36.5K - $38.7K
|
1.47K
$37.4K
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-356- 0.7% |
$8.85K - $9.37K
|
50.6K
$1.29M
|