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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
63.5KNew |
$1.57M - $1.63M
|
63.5K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.47K- 0.56% |
$36.3K - $37.6K
|
260K
$6.64M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-12K- 5.75% |
$297K - $308K
|
197K
$5.02M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
6.14K+ 26.93% |
$152K - $157K
|
28.9K
$740K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-86.1K- 10.73% |
$2.13M - $2.21M
|
716K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
598New |
$14.8K - $15.3K
|
598
$15.3K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
316+ 31600.0% |
$7.81K - $8.1K
|
317
$8.1K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-359K- 12.78% |
$8.87M - $9.19M
|
2.45M
$62.6M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
858+ 5.42% |
$21.2K - $22K
|
16.7K
$426K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
802+ 0.22% |
$19.8K - $20.5K
|
358K
$9.16M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
941+ 0.87% |
$23.3K - $24.1K
|
110K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
65.7KNew |
$1.63M - $1.68M
|
65.7K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.1K+ 0.52% |
$350K - $362K
|
2.76M
$70.4M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-740- 16.97% |
$18.3K - $19K
|
3.62K
$92.5K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
643K+ 235.31% |
$15.9M - $16.5M
|
916K
$23.4M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-167- 0.25% |
$4.13K - $4.28K
|
65.6K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.87K- 2.01% |
$244K - $253K
|
482K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-56.4K- 42.7% |
$1.39M - $1.44M
|
75.7K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
377K+ 168.15% |
$9.32M - $9.66M
|
601K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
51+ 0.64% |
$1.26K - $1.31K
|
7.96K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-58.8K- 5.97% |
$1.45M - $1.51M
|
927K
$23.7M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
802+ 3.97% |
$19.8K - $20.5K
|
21K
$537K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
572+ 4.66% |
$14.1K - $14.7K
|
12.8K
$328K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
24.6KNew |
$608K - $630K
|
24.6K
$629K
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.48K+ 11.58% |
$36.5K - $37.8K
|
14.2K
$363K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37.4K+ 1.48% |
$925K - $958K
|
2.56M
$65.3M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
50New |
$1.24K - $1.28K
|
50
$1.28K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-44- 22.22% |
$1.09K - $1.13K
|
154
$3.93K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
292K+ 48.17% |
$7.21M - $7.47M
|
897K
$22.9M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.67K- 2.55% |
$41.4K - $42.9K
|
63.9K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-9.36K- 8.75% |
$231K - $240K
|
97.6K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-100- 0.9% |
$2.47K - $2.56K
|
11K
$282K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.53K+ 6.47% |
$112K - $116K
|
74.4K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.3K- 0.44% |
$404K - $419K
|
3.72M
$95.1M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.39K+ 55.84% |
$133K - $138K
|
15K
$384K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.73K+ 14.06% |
$42.7K - $44.3K
|
14K
$358K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.78K+ 1.53% |
$143K - $148K
|
383K
$9.79M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-994- 9.88% |
$24.6K - $25.5K
|
9.06K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-45.9K- 9.25% |
$1.14M - $1.18M
|
450K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
31.8K+ 95.66% |
$785K - $814K
|
65K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-47.7K- 12.92% |
$1.18M - $1.22M
|
322K
$8.22M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-483K- 55.21% |
$11.9M - $12.4M
|
392K
$10M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
384New |
$9.5K - $9.84K
|
384
$9.81K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.53K- 5.98% |
$62.7K - $64.9K
|
39.8K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
384New |
$9.5K - $9.84K
|
384
$9.81K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
2.11K+ 0.25% |
$52.1K - $53.9K
|
859K
$21.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.7K- 5.92% |
$438K - $454K
|
282K
$7.2M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.3K+ 3.83% |
$32.1K - $33.3K
|
35.2K
$900K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.52K- 15.39% |
$37.5K - $38.9K
|
8.34K
$213K
|