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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
47.1K+ 1571333.38% |
$1.17M - $1.24M
|
47.1K
$1.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
924+ 1.61% |
$23K - $24.3K
|
58.3K
$1.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
410+ 0.08% |
$10.2K - $10.8K
|
519K
$13.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.84K+ 160.75% |
$145K - $154K
|
9.47K
$241K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
319KNew |
$7.94M - $8.41M
|
319K
$8.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.11K+ 9.6% |
$27.5K - $29.2K
|
12.6K
$322K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
259K+ 92.17% |
$6.43M - $6.81M
|
539K
$13.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9.85K- 8.17% |
$245K - $259K
|
111K
$2.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-24- 0.14% |
$597 - $632
|
16.8K
$427K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15.9K- 11.13% |
$396K - $420K
|
127K
$3.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
96.6K+ 143.01% |
$2.4M - $2.54M
|
164K
$4.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.39K+ 4.21% |
$59.3K - $62.8K
|
59.1K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-1.56K- 59.61% |
$38.8K - $41.1K
|
1.06K
$26.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-70- 1.03% |
$1.74K - $1.84K
|
6.74K
$171K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
81.1K+ 11.16% |
$2.02M - $2.14M
|
808K
$20.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
77.8K+ 8.65% |
$1.93M - $2.05M
|
977K
$24.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-185K- 7.93% |
$4.61M - $4.88M
|
2.15M
$54.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.4K+ 20.41% |
$1.2M - $1.27M
|
285K
$7.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.62K+ 13.26% |
$65.1K - $68.9K
|
22.4K
$569K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
240K+ 30.02% |
$5.96M - $6.31M
|
1.04M
$26.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
81+ 0.34% |
$2.01K - $2.13K
|
24K
$611K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
16.2K+ 11.14% |
$403K - $427K
|
162K
$4.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
54.7K+ 2.64% |
$1.36M - $1.44M
|
2.13M
$54.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-16.5K- 4.54% |
$409K - $433K
|
346K
$8.8M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-440- 0.58% |
$10.9K - $11.6K
|
75.6K
$1.92M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-33- 0.12% |
$820 - $869
|
28.3K
$719K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
7.26K+ 2.97% |
$180K - $191K
|
252K
$6.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-902- 0.81% |
$22.4K - $23.7K
|
111K
$2.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4K+ 45.25% |
$99.4K - $105K
|
12.8K
$327K
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
270KNew |
$6.71M - $7.11M
|
270K
$6.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.44K+ 4.7% |
$85.4K - $90.5K
|
76.5K
$1.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
28.9K+ 33.29% |
$718K - $761K
|
116K
$2.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
114K+ 9.48% |
$2.84M - $3.01M
|
1.32M
$33.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18.6K+ 27.52% |
$463K - $491K
|
86.3K
$2.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7.76K+ 406.18% |
$193K - $204K
|
9.67K
$246K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
155+ 15.11% |
$3.85K - $4.08K
|
1.18K
$30K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
5.88K+ 13.12% |
$146K - $155K
|
50.7K
$1.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-30- 42.86% |
$746 - $790
|
40
$1.02K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
133K+ 5.03% |
$3.3M - $3.5M
|
2.77M
$70.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.69K- 2.61% |
$142K - $150K
|
212K
$5.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
110+ 0.12% |
$2.73K - $2.9K
|
93.6K
$2.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
735+ 2.93% |
$18.3K - $19.4K
|
25.8K
$657K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
116KNew |
$2.88M - $3.05M
|
116K
$2.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.83K- 16.78% |
$95.3K - $101K
|
19K
$484K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.9K+ 3.84% |
$394K - $418K
|
429K
$10.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
28.9K+ 16.68% |
$718K - $761K
|
202K
$5.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
303K+ 7.66% |
$7.53M - $7.98M
|
4.26M
$108M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
508+ 2.95% |
$12.6K - $13.4K
|
17.7K
$451K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.36K- 13.32% |
$233K - $247K
|
60.9K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
789+ 5.37% |
$19.6K - $20.8K
|
15.5K
$394K
|