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 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.92K- 14.33% |
$47.4K - $49.1K
|
11.5K
$293K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
173+ 0.55% |
$4.28K - $4.43K
|
31.7K
$810K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.55% |
$49.5 - $51.2
|
363
$9.27K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.26K- 0.62% |
$130K - $135K
|
841K
$21.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-903K- 98.33% |
$22.3M - $23.1M
|
15.3K
$392K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.41KNew |
$233K - $241K
|
9.41K
$240K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
44.8K+ 10.71% |
$1.11M - $1.15M
|
463K
$11.8M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
10.6K+ 4.64% |
$262K - $272K
|
239K
$6.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.02K- 1.13% |
$49.9K - $51.7K
|
176K
$4.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.07K- 17.93% |
$76K - $78.7K
|
14.1K
$359K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
732KNew |
$18.1M - $18.8M
|
732K
$18.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
49+ 0.17% |
$1.21K - $1.26K
|
28.2K
$720K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
26K+ 8.56% |
$644K - $667K
|
330K
$8.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-9.39K- 25.99% |
$232K - $241K
|
26.7K
$683K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
19.3K+ 7.66% |
$478K - $496K
|
272K
$6.95M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
105+ 1.0% |
$2.6K - $2.69K
|
10.6K
$272K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-18.8K- 30.85% |
$466K - $483K
|
42.2K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
44.7K+ 1.63% |
$1.1M - $1.14M
|
2.78M
$71M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
8.05K+ 81.0% |
$199K - $206K
|
18K
$460K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.91K- 1.11% |
$47.3K - $49K
|
170K
$4.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.87K- 11.24% |
$46.3K - $48K
|
14.8K
$378K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.73% |
$49.5 - $51.2
|
275
$7.03K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
22.3K+ 4.06% |
$552K - $571K
|
572K
$14.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-34K- 4.41% |
$842K - $872K
|
738K
$18.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
98+ 0.97% |
$2.42K - $2.51K
|
10.2K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
64.8K+ 3.19% |
$1.6M - $1.66M
|
2.1M
$53.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-7.91K- 9.34% |
$196K - $203K
|
76.8K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.22K+ 4.68% |
$104K - $108K
|
94.3K
$2.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
511+ 0.49% |
$12.6K - $13.1K
|
104K
$2.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
26New |
$643 - $666
|
26
$664
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
483+ 2.7% |
$11.9K - $12.4K
|
18.4K
$470K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-835K- 18.17% |
$20.6M - $21.4M
|
3.76M
$96.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
20.3K+ 34.08% |
$503K - $521K
|
80K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
503+ 1.78% |
$12.4K - $12.9K
|
28.8K
$735K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-58.8K- 5.5% |
$1.45M - $1.51M
|
1.01M
$25.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-6.04K- 6.74% |
$149K - $155K
|
83.6K
$2.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
175+ 1.9% |
$4.33K - $4.48K
|
9.39K
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-52.5K- 14.27% |
$1.3M - $1.34M
|
315K
$8.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.3K+ 5.08% |
$255K - $265K
|
213K
$5.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.08M- 8.39% |
$26.6M - $27.6M
|
11.7M
$300M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-11.5K- 3.8% |
$284K - $294K
|
290K
$7.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-452K- 99.28% |
$11.2M - $11.6M
|
3.28K
$83.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-3.65K- 13.41% |
$90.2K - $93.4K
|
23.5K
$602K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
25.8K+ 13.29% |
$637K - $660K
|
220K
$5.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
12.5KNew |
$310K - $321K
|
12.5K
$320K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6.57K- 13.97% |
$162K - $168K
|
40.4K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-322- 1.34% |
$7.96K - $8.25K
|
23.7K
$606K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.43K+ 4.4% |
$35.3K - $36.6K
|
33.9K
$866K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-22.6K- 13.06% |
$559K - $579K
|
151K
$3.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
3.28K+ 1.93% |
$81K - $83.9K
|
173K
$4.43M
|