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 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.96K- 8.27% |
$73.2K - $75.8K
|
32.8K
$835K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-19.8K- 6.64% |
$490K - $508K
|
279K
$7.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.47K+ 21.22% |
$209K - $217K
|
48.4K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
428K+ 3.91% |
$10.6M - $11M
|
11.4M
$289M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-2.31K- 12.8% |
$57.2K - $59.3K
|
15.8K
$401K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-237- 1.21% |
$5.86K - $6.07K
|
19.3K
$491K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-2.29K- 11.4% |
$56.6K - $58.7K
|
17.8K
$452K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-40.4K- 3.72% |
$999K - $1.03M
|
1.05M
$26.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
378+ 2.81% |
$9.35K - $9.68K
|
13.8K
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
951New |
$23.5K - $24.4K
|
951
$24.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.37K- 10.34% |
$33.9K - $35.1K
|
11.9K
$302K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
43.8K+ 53.13% |
$1.08M - $1.12M
|
126K
$3.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-18.2K- 39.22% |
$450K - $466K
|
28.2K
$717K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.53K- 4.11% |
$62.4K - $64.7K
|
59K
$1.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
265+ 0.64% |
$6.55K - $6.79K
|
41.8K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.09K- 10.71% |
$26.9K - $27.9K
|
9.08K
$231K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-955- 8.84% |
$23.6K - $24.5K
|
9.85K
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
4.19K+ 8.3% |
$104K - $107K
|
54.6K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
704+ 2.41% |
$17.4K - $18K
|
29.9K
$760K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-100K- 9.49% |
$2.47M - $2.56M
|
954K
$24.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
73.6K+ 30.22% |
$1.82M - $1.88M
|
317K
$8.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 9.67% |
$4.95K - $5.12K
|
1.87K
$47.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 0.67% |
$98.9 - $102
|
605
$15.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
426KNew |
$10.5M - $10.9M
|
426K
$10.8M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
775New |
$19.2K - $19.9K
|
775
$19.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.88K+ 6.06% |
$96K - $99.5K
|
68K
$1.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.46K- 4.26% |
$85.5K - $88.5K
|
77.6K
$1.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8.04K+ 0.79% |
$199K - $206K
|
1.02M
$26.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
345K+ 39.5% |
$8.52M - $8.83M
|
1.22M
$30.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-40.1K- 5.49% |
$992K - $1.03M
|
690K
$17.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-164K- 15.11% |
$4.06M - $4.21M
|
923K
$23.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
3.72K+ 0.85% |
$92K - $95.4K
|
441K
$11.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-512K- 50.0% |
$12.7M - $13.1M
|
512K
$13M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
82.6K+ 6.8% |
$2.04M - $2.12M
|
1.3M
$33M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
66.5K+ 6.31% |
$1.64M - $1.7M
|
1.12M
$28.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.56K- 6.04% |
$63.3K - $65.6K
|
39.8K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-411- 23.22% |
$10.2K - $10.5K
|
1.36K
$34.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.09K+ 20.19% |
$51.7K - $53.6K
|
12.5K
$317K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
229KNew |
$5.66M - $5.87M
|
229K
$5.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.06K+ 8.62% |
$26.3K - $27.2K
|
13.4K
$340K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.58KNew |
$39.1K - $40.5K
|
1.58K
$40.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
9.04K+ 9.69% |
$224K - $232K
|
102K
$2.6M
|
|
|
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
$7.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.6K- 50.41% |
$337K - $350K
|
13.4K
$341K
|
|
|
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
$7.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
235K+ 40.62% |
$5.81M - $6.02M
|
813K
$20.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
672+ 3.74% |
$16.6K - $17.2K
|
18.6K
$474K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.8K+ 5.4% |
$1.01M - $1.05M
|
797K
$20.3M
|