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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
73.6K+ 30.22% |
$1.82M - $1.88M
|
317K
$8.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 9.67% |
$4.95K - $5.12K
|
1.87K
$47.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 0.67% |
$98.9 - $102
|
605
$15.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
426KNew |
$10.5M - $10.9M
|
426K
$10.9M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
3.34K+ 6.62% |
$82.5K - $85.4K
|
53.7K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
775New |
$19.2K - $19.9K
|
775
$19.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.88K+ 6.06% |
$96K - $99.5K
|
68K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.46K- 4.26% |
$85.5K - $88.5K
|
77.6K
$1.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8.04K+ 0.79% |
$199K - $206K
|
1.02M
$26.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
345K+ 39.5% |
$8.52M - $8.83M
|
1.22M
$31.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-3.09K- 8.13% |
$76.4K - $79.2K
|
34.9K
$893K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-40.1K- 5.49% |
$992K - $1.03M
|
690K
$17.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-164K- 15.11% |
$4.06M - $4.21M
|
923K
$23.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
3.72K+ 0.85% |
$92K - $95.4K
|
441K
$11.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-512K- 50.0% |
$12.7M - $13.1M
|
512K
$13.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
82.6K+ 6.8% |
$2.04M - $2.12M
|
1.3M
$33.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
66.5K+ 6.31% |
$1.64M - $1.7M
|
1.12M
$28.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
17.5K+ 46.11% |
$434K - $449K
|
55.6K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.56K- 6.04% |
$63.3K - $65.6K
|
39.8K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-411- 23.22% |
$10.2K - $10.5K
|
1.36K
$34.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.09K+ 20.19% |
$51.7K - $53.6K
|
12.5K
$318K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-261- 1.73% |
$6.45K - $6.69K
|
14.8K
$379K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
32.5K+ 4.18% |
$804K - $833K
|
810K
$20.7M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-540- 0.72% |
$13.4K - $13.8K
|
74K
$1.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.58K+ 18.25% |
$113K - $117K
|
29.7K
$759K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
229KNew |
$5.66M - $5.87M
|
229K
$5.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.06K+ 8.62% |
$26.3K - $27.2K
|
13.4K
$342K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.58KNew |
$39.1K - $40.5K
|
1.58K
$40.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49K+ 23.49% |
$1.21M - $1.25M
|
257K
$6.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
9.04K+ 9.69% |
$224K - $232K
|
102K
$2.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
56.1K+ 897.76% |
$1.39M - $1.44M
|
62.3K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 0.56% |
$39.7K - $41.1K
|
286K
$7.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.6K- 50.41% |
$337K - $350K
|
13.4K
$343K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.4K+ 3.24% |
$256K - $266K
|
330K
$8.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-18.2K- 28.71% |
$449K - $465K
|
45.1K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
15.4K+ 5.59% |
$382K - $396K
|
292K
$7.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
235K+ 40.62% |
$5.81M - $6.02M
|
813K
$20.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-15.1K- 4.91% |
$374K - $387K
|
292K
$7.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
10.3K+ 3.36% |
$255K - $264K
|
317K
$8.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
672+ 3.74% |
$16.6K - $17.2K
|
18.6K
$476K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.8K+ 5.4% |
$1.01M - $1.05M
|
797K
$20.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
16+ 1.32% |
$396 - $410
|
1.23K
$31.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-798- 6.91% |
$19.7K - $20.4K
|
10.8K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.53K+ 2.9% |
$37.8K - $39.2K
|
54.4K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
31.7K+ 9.31% |
$783K - $811K
|
372K
$9.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-159- 5.91% |
$3.93K - $4.07K
|
2.53K
$64.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.49K- 15.41% |
$136K - $141K
|
30.2K
$770K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-258- 4.89% |
$6.38K - $6.61K
|
5.02K
$128K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-211- 2.43% |
$5.22K - $5.41K
|
8.48K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-61- 0.52% |
$1.51K - $1.56K
|
11.7K
$299K
|