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 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-4.27K- 1.18% |
$106K - $109K
|
359K
$9.16M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-373K- 2.28% |
$9.23M - $9.56M
|
16M
$408M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
558New |
$13.8K - $14.3K
|
558
$14.3K
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
4KNew |
$98.9K - $103K
|
4K
$102K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
363+ 5.3% |
$8.98K - $9.3K
|
7.21K
$184K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.4K+ 27.58% |
$578K - $599K
|
108K
$2.76M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
120K+ 6.71% |
$2.97M - $3.08M
|
1.91M
$48.8M
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.35K- 11.73% |
$33.4K - $34.6K
|
10.2K
$259K
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
759+ 0.04% |
$18.8K - $19.4K
|
2.07M
$52.9M
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-128K- 40.1% |
$3.18M - $3.29M
|
192K
$4.9M
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-175- 0.28% |
$4.33K - $4.48K
|
61.6K
$1.57M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.7K+ 36.21% |
$315K - $326K
|
47.9K
$1.22M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
47New |
$1.16K - $1.2K
|
47
$1.2K
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-394- 2.19% |
$9.74K - $10.1K
|
17.6K
$450K
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
25New |
$618 - $641
|
25
$639
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-16.2K- 7.77% |
$401K - $416K
|
193K
$4.92M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-225- 80.65% |
$5.56K - $5.76K
|
54
$1.38K
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
888+ 3.69% |
$22K - $22.8K
|
24.9K
$637K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-333- 40.71% |
$8.24K - $8.53K
|
485
$12.4K
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-208K- 89.24% |
$5.15M - $5.33M
|
25.1K
$641K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
565K+ 6.01% |
$14M - $14.5M
|
9.96M
$254M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.77K+ 3.56% |
$242K - $250K
|
284K
$7.26M
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.07K- 10.19% |
$75.8K - $78.6K
|
27K
$690K
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15.8K+ 17.5% |
$390K - $404K
|
106K
$2.71M
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
37.4K+ 9.12% |
$926K - $959K
|
448K
$11.4M
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.59K+ 2.61% |
$64K - $66.3K
|
102K
$2.6M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.85K- 26.66% |
$145K - $150K
|
16.1K
$411K
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.96K- 8.27% |
$73.2K - $75.8K
|
32.8K
$839K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-19.8K- 6.64% |
$490K - $508K
|
279K
$7.13M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.47K+ 21.22% |
$209K - $217K
|
48.4K
$1.24M
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.17K- 0.28% |
$28.8K - $29.9K
|
412K
$10.5M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
428K+ 3.91% |
$10.6M - $11M
|
11.4M
$291M
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
82+ 28.77% |
$2.03K - $2.1K
|
367
$9.38K
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-2.31K- 12.8% |
$57.2K - $59.3K
|
15.8K
$403K
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-237- 1.21% |
$5.86K - $6.07K
|
19.3K
$493K
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-2.29K- 11.4% |
$56.6K - $58.7K
|
17.8K
$455K
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-40.4K- 3.72% |
$999K - $1.03M
|
1.05M
$26.7M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
378+ 2.81% |
$9.35K - $9.68K
|
13.8K
$353K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
951New |
$23.5K - $24.4K
|
951
$24.3K
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.37K- 10.34% |
$33.9K - $35.1K
|
11.9K
$304K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
43.8K+ 53.13% |
$1.08M - $1.12M
|
126K
$3.23M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-18.2K- 39.22% |
$450K - $466K
|
28.2K
$721K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.53K- 4.11% |
$62.4K - $64.7K
|
59K
$1.51M
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
265+ 0.64% |
$6.55K - $6.79K
|
41.8K
$1.07M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.09K- 10.71% |
$26.9K - $27.9K
|
9.08K
$232K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-955- 8.84% |
$23.6K - $24.5K
|
9.85K
$252K
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
4.19K+ 8.3% |
$104K - $107K
|
54.6K
$1.4M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
704+ 2.41% |
$17.4K - $18K
|
29.9K
$763K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-100K- 9.49% |
$2.47M - $2.56M
|
954K
$24.4M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
66KNew |
$1.63M - $1.69M
|
66K
$1.69M
|