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 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-382- 1.33% |
$9.5K - $10.1K
|
28.3K
$719K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.57K- 2.53% |
$114K - $120K
|
176K
$4.48M
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-310- 0.09% |
$7.71K - $8.16K
|
340K
$8.65M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
788K+ 39.02% |
$19.6M - $20.8M
|
2.81M
$71.4M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.39KNew |
$184K - $194K
|
7.39K
$188K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34K+ 21.19% |
$846K - $896K
|
195K
$4.95M
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
110New |
$2.73K - $2.9K
|
110
$2.8K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-394- 4.79% |
$9.79K - $10.4K
|
7.84K
$199K
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.46K+ 16.87% |
$160K - $170K
|
44.7K
$1.14M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.38M+ 14.77% |
$83.9M - $88.9M
|
26.2M
$667M
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-41.4K- 33.4% |
$1.03M - $1.09M
|
82.5K
$2.1M
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
183K+ 2.53% |
$4.54M - $4.81M
|
7.4M
$188M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.85KNew |
$70.9K - $75.1K
|
2.85K
$72.6K
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-44- 0.38% |
$1.09K - $1.16K
|
11.7K
$297K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-55.2K- 9.07% |
$1.37M - $1.45M
|
553K
$14.1M
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-19.9K- 11.97% |
$494K - $523K
|
146K
$3.72M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 0.1% |
$174 - $184
|
6.97K
$177K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
73+ 9.89% |
$1.81K - $1.92K
|
811
$20.6K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.95K- 5.97% |
$73.3K - $77.6K
|
46.4K
$1.18M
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-111K- 28.73% |
$2.76M - $2.92M
|
275K
$7M
|
|
Nov 06, 2024
Q3 2024
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-1.3K- 1.0% |
$32.3K - $34.2K
|
129K
$3.28M
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.95K+ 24.27% |
$123K - $130K
|
25.3K
$644K
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
19.8K+ 90.18% |
$492K - $521K
|
41.7K
$1.06M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
198K+ 381.01% |
$4.91M - $5.21M
|
250K
$6.35M
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
17.6K+ 174.57% |
$438K - $464K
|
27.7K
$704K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-281K- 18.0% |
$7M - $7.41M
|
1.28M
$32.6M
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-75.8K- 17.98% |
$1.88M - $1.99M
|
346K
$8.79M
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
47New |
$1.17K - $1.24K
|
47
$1.2K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13K+ 4.24% |
$323K - $342K
|
319K
$8.12M
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
185K+ 36.03% |
$4.6M - $4.87M
|
698K
$17.8M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
659K+ 6.06% |
$16.4M - $17.3M
|
11.5M
$293M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.42K+ 3.56% |
$35.2K - $37.3K
|
41.3K
$1.05M
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.05K+ 13.54% |
$50.9K - $54K
|
17.2K
$437K
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-3.38K- 0.91% |
$84.1K - $89K
|
369K
$9.39M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.74K+ 825.49% |
$167K - $177K
|
7.55K
$192K
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
668KNew |
$16.6M - $17.6M
|
668K
$17M
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-20.5K- 43.19% |
$511K - $541K
|
27K
$688K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
221+ 2.44% |
$5.49K - $5.82K
|
9.29K
$236K
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
26+ 0.17% |
$646 - $685
|
15.2K
$388K
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-528- 0.19% |
$13.1K - $13.9K
|
272K
$6.91M
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-122K- 90.51% |
$3.02M - $3.2M
|
12.7K
$324K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
278+ 3.46% |
$6.91K - $7.32K
|
8.32K
$212K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.53K- 6.56% |
$113K - $119K
|
64.6K
$1.64M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.44K+ 0.43% |
$35.9K - $38K
|
340K
$8.66M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
42K+ 92.15% |
$1.04M - $1.11M
|
87.6K
$2.23M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
149K+ 7.19% |
$3.71M - $3.93M
|
2.22M
$56.6M
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-3.82K- 2.68% |
$95K - $101K
|
139K
$3.53M
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-381- 4.72% |
$9.47K - $10K
|
7.7K
$196K
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.19M- 74.06% |
$29.5M - $31.3M
|
416K
$10.6M
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
20+ 0.02% |
$497 - $527
|
102K
$2.6M
|