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 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-825- 5.77% |
$20.5K - $21.7K
|
13.5K
$340K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
282K+ 23.21% |
$7.01M - $7.42M
|
1.5M
$37.8M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
7.41K+ 0.81% |
$184K - $195K
|
926K
$23.4M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
9.83K+ 3.96% |
$244K - $259K
|
258K
$6.52M
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
551+ 2.78% |
$13.5K - $13.9K
|
20.3K
$514K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.59K+ 6.61% |
$63.5K - $65.4K
|
41.7K
$1.05M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
25.9KNew |
$636K - $656K
|
25.9K
$655K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
71.3KNew |
$1.75M - $1.8M
|
71.3K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17.7KNew |
$434K - $447K
|
17.7K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-350K- 41.18% |
$8.59M - $8.85M
|
500K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-405- 3.97% |
$9.94K - $10.2K
|
9.8K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-26Closed |
$638 - $657
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-400- 3.51% |
$9.82K - $10.1K
|
11K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
517New |
$12.7K - $13.1K
|
517
$13.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
201+ 1827.27% |
$4.93K - $5.08K
|
212
$5.35K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.29KNew |
$31.6K - $32.6K
|
1.29K
$32.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-710- 6.58% |
$17.4K - $17.9K
|
10.1K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3+ 1.22% |
$73.6 - $75.8
|
249
$6.29K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
30.7K+ 1.9% |
$753K - $775K
|
1.64M
$41.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
12.9KNew |
$317K - $326K
|
12.9K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-4.83K- 0.84% |
$119K - $122K
|
570K
$14.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.44K- 20.21% |
$59.9K - $61.7K
|
9.64K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.04K- 17.8% |
$74.7K - $77K
|
14.1K
$355K
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
70+ 0.84% |
$1.72K - $1.77K
|
8.42K
$213K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.24KNew |
$54.9K - $56.6K
|
2.24K
$56.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.08K+ 9.04% |
$26.5K - $27.3K
|
13K
$329K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
35.4K+ 6.04% |
$869K - $895K
|
621K
$15.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-8.46K- 8.07% |
$208K - $214K
|
96.4K
$2.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-718- 82.43% |
$17.6K - $18.2K
|
153
$3.86K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
122+ 1.19% |
$2.99K - $3.08K
|
10.4K
$263K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.58K- 76.53% |
$63.4K - $65.3K
|
792
$20K
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-34.3K- 3.34% |
$843K - $868K
|
993K
$25.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
88.3K+ 83.36% |
$2.17M - $2.23M
|
194K
$4.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
279New |
$6.85K - $7.05K
|
279
$7.04K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
16New |
$393 - $404
|
16
$404
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
8New |
$196 - $202
|
8
$202
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-483- 85.19% |
$11.9K - $12.2K
|
84
$2.12K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
25.6K+ 55.82% |
$628K - $647K
|
71.5K
$1.8M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.52KNew |
$37.3K - $38.5K
|
1.52K
$38.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4New |
$98.2 - $101
|
4
$101
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
62K+ 10.95% |
$1.52M - $1.57M
|
629K
$15.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
BUY
|
- |
58+ 0.32% |
$1.42K - $1.47K
|
18.1K
$458K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
32.9KNew |
$807K - $832K
|
32.9K
$831K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-74.2K- 35.51% |
$1.82M - $1.88M
|
135K
$3.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
83+ 30.07% |
$2.04K - $2.1K
|
359
$9.06K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.16KNew |
$28.5K - $29.4K
|
1.16K
$29.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
50New |
$1.23K - $1.26K
|
50
$1.26K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
19.8KNew |
$486K - $501K
|
19.8K
$500K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
308KNew |
$7.56M - $7.79M
|
308K
$7.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
264New |
$6.48K - $6.67K
|
264
$6.67K
|
|