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 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.83K- 9.13% |
$45.3K - $46.9K
|
18.2K
$466K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-959- 1.86% |
$23.7K - $24.6K
|
50.5K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
829K+ 7829.49% |
$20.5M - $21.2M
|
839K
$21.4M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
34.7KNew |
$859K - $889K
|
34.7K
$887K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
16K+ 17.45% |
$396K - $410K
|
108K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.7K+ 10.8% |
$585K - $607K
|
243K
$6.21M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-8.69K- 8.84% |
$215K - $223K
|
89.6K
$2.29M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.4K+ 6.61% |
$1.76M - $1.83M
|
1.15M
$29.4M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.84K- 1.92% |
$45.4K - $47K
|
94K
$2.4M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-20.6K- 8.94% |
$508K - $527K
|
209K
$5.35M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
11.8KNew |
$292K - $303K
|
11.8K
$302K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.9K+ 95.22% |
$590K - $611K
|
48.9K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.1K+ 4.63% |
$27.2K - $28.2K
|
24.9K
$635K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
189KNew |
$4.68M - $4.85M
|
189K
$4.84M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
148K+ 12.75% |
$3.67M - $3.8M
|
1.31M
$33.5M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-27.4K- 28.74% |
$679K - $703K
|
68.1K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-66.5K- 3.13% |
$1.64M - $1.7M
|
2.06M
$52.5M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-288- 0.45% |
$7.12K - $7.38K
|
63.5K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.11KNew |
$201K - $208K
|
8.11K
$207K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
983K+ 25.61% |
$24.3M - $25.2M
|
4.82M
$123M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.73K+ 51.9% |
$117K - $121K
|
13.8K
$354K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-560- 2.89% |
$13.8K - $14.3K
|
18.8K
$481K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14New |
$346 - $359
|
14
$358
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-473- 0.78% |
$11.7K - $12.1K
|
60.2K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-59.9K- 14.37% |
$1.48M - $1.53M
|
357K
$9.11M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.71K+ 1.2% |
$117K - $121K
|
397K
$10.2M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.09K+ 2.23% |
$126K - $130K
|
233K
$5.95M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.45K+ 7.1% |
$160K - $165K
|
97.3K
$2.49M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4+ 0.64% |
$98.9 - $102
|
626
$16K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
49+ 0.57% |
$1.21K - $1.26K
|
8.63K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.57K+ 12.6% |
$88.2K - $91.4K
|
31.9K
$814K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4.79K+ 7.18% |
$118K - $123K
|
71.4K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-21.9K- 27.24% |
$542K - $562K
|
58.6K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.58K+ 1.39% |
$113K - $117K
|
334K
$8.54M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-43.1K- 8.15% |
$1.07M - $1.1M
|
486K
$12.4M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
323+ 3.59% |
$7.99K - $8.28K
|
9.32K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-131- 71.2% |
$3.24K - $3.36K
|
53
$1.35K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
170+ 0.66% |
$4.2K - $4.36K
|
26K
$665K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-2.36K- 6.86% |
$58.3K - $60.4K
|
32K
$818K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-13- 0.13% |
$321 - $333
|
9.97K
$255K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-144K- 6.56% |
$3.56M - $3.69M
|
2.05M
$52.5M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-89- 0.06% |
$2.2K - $2.28K
|
152K
$3.9M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-14.7K- 6.44% |
$364K - $377K
|
214K
$5.47M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.57K+ 71.7% |
$88.4K - $91.5K
|
8.56K
$219K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-573- 4.81% |
$14.2K - $14.7K
|
11.3K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-3.2K- 2.25% |
$79.1K - $81.9K
|
139K
$3.55M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-304K- 8.97% |
$7.52M - $7.79M
|
3.09M
$78.9M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.37K+ 60.81% |
$83.3K - $86.3K
|
8.91K
$228K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1.04K+ 1.52% |
$25.7K - $26.6K
|
69.3K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
714+ 24.33% |
$17.7K - $18.3K
|
3.65K
$93.2K
|