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 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.73K+ 51.9% |
$117K - $121K
|
13.8K
$352K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-560- 2.89% |
$13.8K - $14.3K
|
18.8K
$479K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14New |
$346 - $359
|
14
$356
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-473- 0.78% |
$11.7K - $12.1K
|
60.2K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-59.9K- 14.37% |
$1.48M - $1.53M
|
357K
$9.07M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.71K+ 1.2% |
$117K - $121K
|
397K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.09K+ 2.23% |
$126K - $130K
|
233K
$5.92M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.45K+ 7.1% |
$160K - $165K
|
97.3K
$2.48M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4+ 0.64% |
$98.9 - $102
|
626
$15.9K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
49+ 0.57% |
$1.21K - $1.26K
|
8.63K
$220K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.57K+ 12.6% |
$88.2K - $91.4K
|
31.9K
$810K
|
|
|
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
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.58K+ 1.39% |
$113K - $117K
|
334K
$8.5M
|
|
|
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
$237K
|
|
|
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
$662K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-2.36K- 6.86% |
$58.3K - $60.4K
|
32K
$814K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-13- 0.13% |
$321 - $333
|
9.97K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-144K- 6.56% |
$3.56M - $3.69M
|
2.05M
$52.2M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-14.7K- 6.44% |
$364K - $377K
|
214K
$5.44M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.57K+ 71.7% |
$88.4K - $91.5K
|
8.56K
$218K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-573- 4.81% |
$14.2K - $14.7K
|
11.3K
$288K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-3.2K- 2.25% |
$79.1K - $81.9K
|
139K
$3.53M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-304K- 8.97% |
$7.52M - $7.79M
|
3.09M
$78.5M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.37K+ 60.81% |
$83.3K - $86.3K
|
8.91K
$227K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1.04K+ 1.52% |
$25.7K - $26.6K
|
69.3K
$1.76M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
714+ 24.33% |
$17.7K - $18.3K
|
3.65K
$92.8K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-373K- 2.28% |
$9.23M - $9.56M
|
16M
$406M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
558New |
$13.8K - $14.3K
|
558
$14.2K
|
|
|
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
$183K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.4K+ 27.58% |
$578K - $599K
|
108K
$2.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
120K+ 6.71% |
$2.97M - $3.08M
|
1.91M
$48.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
759+ 0.04% |
$18.8K - $19.4K
|
2.07M
$52.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-128K- 40.1% |
$3.18M - $3.29M
|
192K
$4.88M
|
|
|
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
$448K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
25New |
$618 - $641
|
25
$636
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-16.2K- 7.77% |
$401K - $416K
|
193K
$4.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-225- 80.65% |
$5.56K - $5.76K
|
54
$1.37K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-333- 40.71% |
$8.24K - $8.53K
|
485
$12.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
565K+ 6.01% |
$14M - $14.5M
|
9.96M
$253M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.77K+ 3.56% |
$242K - $250K
|
284K
$7.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.07K- 10.19% |
$75.8K - $78.6K
|
27K
$687K
|
|
|
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
$2.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.85K- 26.66% |
$145K - $150K
|
16.1K
$409K
|