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 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
$59.8M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.03K- 2.5% |
$223K - $231K
|
352K
$8.96M
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
293+ 0.14% |
$7.25K - $7.51K
|
214K
$5.43M
|
|
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
$898K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-111- 0.75% |
$2.75K - $2.84K
|
14.7K
$375K
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
206+ 0.34% |
$5.09K - $5.28K
|
60.5K
$1.54M
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6.42K+ 1.81% |
$159K - $164K
|
360K
$9.17M
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
9.22K+ 3.0% |
$228K - $236K
|
317K
$8.06M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
802+ 2.26% |
$19.8K - $20.5K
|
36.2K
$922K
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
722K+ 32.52% |
$17.8M - $18.5M
|
2.94M
$74.8M
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.68K+ 2.74% |
$165K - $171K
|
250K
$6.37M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
17.8K+ 1.55% |
$441K - $457K
|
1.17M
$29.8M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
66.9K+ 2.35% |
$1.65M - $1.71M
|
2.92M
$74.2M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.27KNew |
$31.5K - $32.6K
|
1.27K
$32.4K
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
3.28K+ 19.13% |
$81.2K - $84.1K
|
20.4K
$520K
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
888New |
$22K - $22.8K
|
888
$22.6K
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
62.3K+ 22.29% |
$1.54M - $1.6M
|
342K
$8.69M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
37K+ 22.69% |
$915K - $948K
|
200K
$5.09M
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-10.3K- 2.59% |
$255K - $264K
|
387K
$9.85M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.64M- 10.28% |
$65.3M - $67.7M
|
23M
$586M
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-268- 10.15% |
$6.63K - $6.87K
|
2.37K
$60.3K
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.2K+ 1.6% |
$54.4K - $56.4K
|
139K
$3.54M
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
9.88KNew |
$244K - $253K
|
9.88K
$251K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
228K+ 11.07% |
$5.63M - $5.83M
|
2.28M
$58.1M
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.1KNew |
$325K - $336K
|
13.1K
$334K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-342K- 31.11% |
$8.45M - $8.75M
|
756K
$19.2M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3.23K+ 12.46% |
$80K - $82.8K
|
29.2K
$742K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.7K- 6.22% |
$314K - $325K
|
191K
$4.87M
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
8.81KNew |
$218K - $226K
|
8.81K
$224K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.83K- 9.13% |
$45.3K - $46.9K
|
18.2K
$464K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-959- 1.86% |
$23.7K - $24.6K
|
50.5K
$1.28M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
829K+ 7829.49% |
$20.5M - $21.2M
|
839K
$21.3M
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
34.7KNew |
$859K - $889K
|
34.7K
$883K
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
16K+ 17.45% |
$396K - $410K
|
108K
$2.74M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.7K+ 10.8% |
$585K - $607K
|
243K
$6.18M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.4K+ 6.61% |
$1.76M - $1.83M
|
1.15M
$29.3M
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.84K- 1.92% |
$45.4K - $47K
|
94K
$2.39M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-20.6K- 8.94% |
$508K - $527K
|
209K
$5.32M
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
11.8KNew |
$292K - $303K
|
11.8K
$301K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.9K+ 95.22% |
$590K - $611K
|
48.9K
$1.24M
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.1K+ 4.63% |
$27.2K - $28.2K
|
24.9K
$632K
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
189KNew |
$4.68M - $4.85M
|
189K
$4.81M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
148K+ 12.75% |
$3.67M - $3.8M
|
1.31M
$33.4M
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-27.4K- 28.74% |
$679K - $703K
|
68.1K
$1.73M
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-66.5K- 3.13% |
$1.64M - $1.7M
|
2.06M
$52.3M
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-288- 0.45% |
$7.12K - $7.38K
|
63.5K
$1.61M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.11KNew |
$201K - $208K
|
8.11K
$206K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
983K+ 25.61% |
$24.3M - $25.2M
|
4.82M
$123M
|