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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
62K+ 10.95% |
$1.52M - $1.57M
|
629K
$16M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.55K+ 3.22% |
$234K - $241K
|
306K
$7.81M
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-524- 1.11% |
$12.9K - $13.2K
|
46.6K
$1.19M
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-30.8K- 8.31% |
$755K - $778K
|
340K
$8.66M
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.66K- 3.38% |
$40.8K - $42.1K
|
47.6K
$1.21M
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
83+ 30.07% |
$2.04K - $2.1K
|
359
$9.16K
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-16.4K- 39.0% |
$402K - $414K
|
25.6K
$653K
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
8.93KNew |
$219K - $226K
|
8.93K
$228K
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
16.1K+ 14.61% |
$395K - $407K
|
126K
$3.22M
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
4.52K+ 21.55% |
$111K - $114K
|
25.5K
$651K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-74.2K- 35.51% |
$1.82M - $1.88M
|
135K
$3.44M
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-24.8K- 8.35% |
$608K - $627K
|
272K
$6.94M
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-13.7K- 7.01% |
$337K - $347K
|
182K
$4.65M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-18.4K- 26.31% |
$451K - $464K
|
51.5K
$1.31M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.9K- 5.85% |
$292K - $301K
|
191K
$4.88M
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.16KNew |
$28.5K - $29.4K
|
1.16K
$29.7K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-16.6K- 6.0% |
$406K - $418K
|
259K
$6.61M
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
50New |
$1.23K - $1.26K
|
50
$1.28K
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
308KNew |
$7.56M - $7.79M
|
308K
$7.86M
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-10.7K- 12.77% |
$261K - $269K
|
72.8K
$1.86M
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
19.8KNew |
$486K - $501K
|
19.8K
$505K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61.6K+ 62.24% |
$1.51M - $1.56M
|
161K
$4.1M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
264New |
$6.48K - $6.67K
|
264
$6.73K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-557- 2.63% |
$13.7K - $14.1K
|
20.6K
$526K
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-8.4K- 33.05% |
$206K - $212K
|
17K
$434K
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
4.94K+ 3.97% |
$121K - $125K
|
129K
$3.3M
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.85K+ 3.87% |
$193K - $199K
|
211K
$5.38M
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-4.31K- 17.64% |
$106K - $109K
|
20.1K
$513K
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.85K+ 3.09% |
$217K - $224K
|
295K
$7.53M
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
8.11K+ 23.65% |
$199K - $205K
|
42.4K
$1.08M
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 1.03% |
$147 - $152
|
588
$15K
|
|
Jul 18, 2024
Q2 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-113K- 21.38% |
$2.77M - $2.86M
|
415K
$10.6M
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.78K+ 0.96% |
$68.3K - $70.3K
|
291K
$7.43M
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-338- 0.04% |
$8.29K - $8.54K
|
921K
$23.5M
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
32+ 0.09% |
$785 - $809
|
36K
$918K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-91.3K- 18.36% |
$2.24M - $2.31M
|
406K
$10.4M
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.17K- 3.41% |
$53.3K - $54.9K
|
61.6K
$1.57M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
22.8K+ 19.01% |
$560K - $577K
|
143K
$3.64M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-162K- 3.62% |
$3.97M - $4.09M
|
4.31M
$110M
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-14.5K- 42.9% |
$356K - $367K
|
19.3K
$492K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
147K+ 8.82% |
$3.62M - $3.73M
|
1.82M
$46.4M
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-13.4K- 55.44% |
$329K - $339K
|
10.8K
$275K
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-349- 3.45% |
$8.56K - $8.82K
|
9.77K
$249K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.52K+ 0.65% |
$111K - $114K
|
697K
$17.8M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.97K- 49.65% |
$97.3K - $100K
|
4.02K
$103K
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-8.59K- 2.6% |
$211K - $217K
|
321K
$8.2M
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
8.67K+ 29.28% |
$213K - $219K
|
38.3K
$976K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
965New |
$23.7K - $24.4K
|
965
$24.6K
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
860+ 5.99% |
$21.1K - $21.7K
|
15.2K
$388K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.86K+ 186.65% |
$119K - $123K
|
7.47K
$191K
|