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 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-427- 2.11% |
$10.6K - $10.9K
|
19.8K
$505K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.01K- 10.12% |
$49.6K - $51.4K
|
17.8K
$455K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-22- 0.16% |
$544 - $564
|
14.1K
$361K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.58K- 8.4% |
$138K - $143K
|
60.8K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.72K- 3.76% |
$166K - $172K
|
172K
$4.4M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
57.4KNew |
$1.42M - $1.47M
|
57.4K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-5.5K- 4.13% |
$136K - $141K
|
128K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-14.7K- 7.08% |
$362K - $375K
|
192K
$4.92M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.2K- 18.2% |
$253K - $262K
|
45.9K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.28K- 17.78% |
$130K - $135K
|
24.4K
$623K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-356- 27.64% |
$8.8K - $9.12K
|
932
$23.8K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-9.63K- 38.32% |
$238K - $247K
|
15.5K
$396K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-250- 62.34% |
$6.18K - $6.41K
|
151
$3.86K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
21K+ 2.8% |
$520K - $539K
|
771K
$19.7M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.63K- 2.6% |
$65.1K - $67.5K
|
98.8K
$2.52M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
135K+ 15.89% |
$3.34M - $3.46M
|
984K
$25.1M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.07% |
$124 - $128
|
6.99K
$178K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
250K+ 11.91% |
$6.18M - $6.41M
|
2.35M
$60M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.03K- 2.5% |
$223K - $231K
|
352K
$9.01M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
33.7K+ 5.82% |
$834K - $864K
|
613K
$15.7M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
293+ 0.14% |
$7.25K - $7.51K
|
214K
$5.46M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.8K+ 21.89% |
$242K - $251K
|
54.6K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.33K- 6.19% |
$57.6K - $59.7K
|
35.3K
$902K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-111- 0.75% |
$2.75K - $2.84K
|
14.7K
$376K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
206+ 0.34% |
$5.09K - $5.28K
|
60.5K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6.42K+ 1.81% |
$159K - $164K
|
360K
$9.21M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
9.22K+ 3.0% |
$228K - $236K
|
317K
$8.1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
802+ 2.26% |
$19.8K - $20.5K
|
36.2K
$926K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
722K+ 32.52% |
$17.8M - $18.5M
|
2.94M
$75.1M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.68K+ 2.74% |
$165K - $171K
|
250K
$6.4M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
17.8K+ 1.55% |
$441K - $457K
|
1.17M
$29.9M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
66.9K+ 2.35% |
$1.65M - $1.71M
|
2.92M
$74.5M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.27KNew |
$31.5K - $32.6K
|
1.27K
$32.5K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
3.28K+ 19.13% |
$81.2K - $84.1K
|
20.4K
$522K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
888New |
$22K - $22.8K
|
888
$22.7K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
62.3K+ 22.29% |
$1.54M - $1.6M
|
342K
$8.73M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
37K+ 22.69% |
$915K - $948K
|
200K
$5.11M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-10.3K- 2.59% |
$255K - $264K
|
387K
$9.89M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.64M- 10.28% |
$65.3M - $67.7M
|
23M
$589M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-268- 10.15% |
$6.63K - $6.87K
|
2.37K
$60.6K
|
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.2K+ 1.6% |
$54.4K - $56.4K
|
139K
$3.56M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
9.88KNew |
$244K - $253K
|
9.88K
$252K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
11.3KNew |
$280K - $290K
|
11.3K
$289K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
228K+ 11.07% |
$5.63M - $5.83M
|
2.28M
$58.3M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44.9K+ 21.15% |
$1.11M - $1.15M
|
257K
$6.58M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.1KNew |
$325K - $336K
|
13.1K
$335K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-342K- 31.11% |
$8.45M - $8.75M
|
756K
$19.3M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3.23K+ 12.46% |
$80K - $82.8K
|
29.2K
$745K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.7K- 6.22% |
$314K - $325K
|
191K
$4.89M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
8.81KNew |
$218K - $226K
|
8.81K
$225K
|