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 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
58+ 0.53% |
$1.43K - $1.49K
|
11K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
83+ 0.23% |
$2.05K - $2.13K
|
35.9K
$912K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
140K+ 83.88% |
$3.47M - $3.59M
|
308K
$7.82M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-3.9K- 10.89% |
$96.5K - $99.9K
|
31.9K
$812K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49.3K+ 6.67% |
$1.22M - $1.26M
|
788K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.55K+ 7.81% |
$162K - $168K
|
90.5K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.25KNew |
$204K - $211K
|
8.25K
$210K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
354K+ 4.78% |
$8.75M - $9.07M
|
7.76M
$197M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-368K- 88.12% |
$9.09M - $9.42M
|
49.6K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.3K+ 4.37% |
$81.6K - $84.6K
|
78.9K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.36K- 3.44% |
$83.2K - $86.2K
|
94.6K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-31.6K- 7.22% |
$780K - $809K
|
405K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-503- 5.17% |
$12.4K - $12.9K
|
9.22K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
281+ 0.52% |
$6.95K - $7.2K
|
54.4K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
66.1K+ 10.01% |
$1.64M - $1.69M
|
727K
$18.5M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-287K- 91.93% |
$7.1M - $7.35M
|
25.2K
$640K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 3.85% |
$24.7 - $25.6
|
25
$636
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
543K+ 186.08% |
$13.4M - $13.9M
|
836K
$21.2M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-35.1K- 35.07% |
$869K - $900K
|
65K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
8.45K+ 2.0% |
$209K - $216K
|
431K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-7.91K- 24.27% |
$196K - $203K
|
24.7K
$628K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.22KClosed |
$30.1K - $31.2K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11KNew |
$272K - $282K
|
11K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-57.8K- 12.32% |
$1.43M - $1.48M
|
411K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.17K+ 5.83% |
$53.7K - $55.7K
|
39.4K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
175+ 3.92% |
$4.33K - $4.48K
|
4.64K
$118K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.42K+ 1.32% |
$35K - $36.3K
|
108K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14K- 4.46% |
$346K - $358K
|
300K
$7.62M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.79K+ 36.86% |
$68.9K - $71.4K
|
10.4K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-68- 3.84% |
$1.68K - $1.74K
|
1.71K
$43.4K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$24.7 - $25.6
|
1
$25.4
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.03K- 1.91% |
$25.4K - $26.3K
|
52.8K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-31K- 9.17% |
$767K - $794K
|
307K
$7.81M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
65+ 0.67% |
$1.61K - $1.67K
|
9.82K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.84K+ 60.09% |
$45.6K - $47.2K
|
4.91K
$125K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
63.5KNew |
$1.57M - $1.63M
|
63.5K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.47K- 0.56% |
$36.3K - $37.6K
|
260K
$6.61M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-12K- 5.75% |
$297K - $308K
|
197K
$5M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
6.14K+ 26.93% |
$152K - $157K
|
28.9K
$736K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-86.1K- 10.73% |
$2.13M - $2.21M
|
716K
$18.2M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
598New |
$14.8K - $15.3K
|
598
$15.2K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
316+ 31600.0% |
$7.81K - $8.1K
|
317
$8.06K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-359K- 12.78% |
$8.87M - $9.19M
|
2.45M
$62.3M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
858+ 5.42% |
$21.2K - $22K
|
16.7K
$424K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
802+ 0.22% |
$19.8K - $20.5K
|
358K
$9.11M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
941+ 0.87% |
$23.3K - $24.1K
|
110K
$2.79M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
65.7KNew |
$1.63M - $1.68M
|
65.7K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.1K+ 0.52% |
$350K - $362K
|
2.76M
$70.1M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-740- 16.97% |
$18.3K - $19K
|
3.62K
$92.1K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
643K+ 235.31% |
$15.9M - $16.5M
|
916K
$23.3M
|