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 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.43K+ 5.8% |
$35.5K - $37.5K
|
26K
$657K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
12.1K+ 2.9% |
$301K - $319K
|
430K
$10.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.47K- 1.88% |
$86.3K - $91.4K
|
181K
$4.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
877+ 9.62% |
$21.8K - $23.1K
|
10K
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-67.1K- 13.83% |
$1.67M - $1.77M
|
418K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-509- 0.77% |
$12.7K - $13.4K
|
65.5K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-16.8K- 7.32% |
$417K - $442K
|
212K
$5.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
833+ 4.68% |
$20.7K - $21.9K
|
18.6K
$471K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.85K- 3.1% |
$46.1K - $48.8K
|
57.9K
$1.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
15.6KNew |
$387K - $410K
|
15.6K
$394K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-24.1K- 3.84% |
$600K - $635K
|
603K
$15.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.7K+ 26.15% |
$67.1K - $71.1K
|
13K
$329K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
832New |
$20.7K - $21.9K
|
832
$21K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
35.1KNew |
$873K - $925K
|
35.1K
$887K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.13M+ 10.45% |
$28.1M - $29.7M
|
11.9M
$301M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.85K+ 10.51% |
$46K - $48.7K
|
19.4K
$491K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-920- 88.04% |
$22.9K - $24.2K
|
125
$3.16K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
28.1K+ 1.24% |
$699K - $741K
|
2.3M
$58M
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
165+ 0.34% |
$4.1K - $4.34K
|
49K
$1.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.78K- 2.69% |
$44.1K - $46.7K
|
64.3K
$1.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-983- 9.85% |
$24.4K - $25.9K
|
9K
$227K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-559- 31.48% |
$13.9K - $14.7K
|
1.22K
$30.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.65K- 10.14% |
$140K - $149K
|
50.1K
$1.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
267+ 2.75% |
$6.64K - $7.03K
|
9.98K
$252K
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
28K+ 2.43% |
$696K - $737K
|
1.18M
$29.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
910+ 11.14% |
$22.6K - $24K
|
9.08K
$229K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-129- 0.15% |
$3.21K - $3.4K
|
88.6K
$2.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-3.29K- 28.8% |
$81.7K - $86.5K
|
8.13K
$205K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-48.2K- 24.15% |
$1.2M - $1.27M
|
151K
$3.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.78K- 4.44% |
$44.2K - $46.8K
|
38.3K
$966K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.81K+ 36.64% |
$144K - $153K
|
21.7K
$547K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
863+ 0.95% |
$21.5K - $22.7K
|
91.7K
$2.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.05M+ 7.53% |
$26.2M - $27.8M
|
15.1M
$380M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
341K+ 170.32% |
$8.48M - $8.98M
|
541K
$13.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
9.75K+ 16.29% |
$242K - $257K
|
69.6K
$1.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
372+ 3.58% |
$9.25K - $9.79K
|
10.8K
$272K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
424+ 2.3% |
$10.5K - $11.2K
|
18.8K
$476K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
22.3K+ 70.04% |
$554K - $587K
|
54.1K
$1.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9.15KNew |
$228K - $241K
|
9.15K
$231K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7.79KNew |
$194K - $205K
|
7.79K
$197K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
23.5K+ 5.51% |
$583K - $617K
|
449K
$11.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
46.4K+ 32.45% |
$1.15M - $1.22M
|
189K
$4.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
201K+ 8.51% |
$4.98M - $5.28M
|
2.56M
$64.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9.22K+ 1.02% |
$229K - $243K
|
917K
$23.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-19.7K- 41.63% |
$490K - $518K
|
27.6K
$697K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
5.44K+ 2.28% |
$135K - $143K
|
244K
$6.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.37K+ 583.39% |
$83.8K - $88.8K
|
3.95K
$99.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.01K+ 1.87% |
$74.9K - $79.3K
|
164K
$4.14M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.89K+ 3.21% |
$121K - $129K
|
157K
$3.96M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
82.8K+ 23.02% |
$2.06M - $2.18M
|
443K
$11.2M
|