Latest Institutional Purchases of Spdr Portfolio Aggregate Bond (SPAB)
This list provides information on the latest institutional transactions involving Spdr Portfolio Aggregate Bond (SPAB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
295K+ 11.8% |
$7.61M - $7.72M
|
2.8M
$72.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
108K+ 1.55% |
$2.78M - $2.82M
|
7.08M
$183M
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
89.8K+ 23.53% |
$2.31M - $2.34M
|
471K
$12.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
87.3K+ 12.8% |
$2.25M - $2.28M
|
769K
$19.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
54K+ 1.48% |
$1.39M - $1.41M
|
3.7M
$95.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
47.6K+ 23.42% |
$1.23M - $1.24M
|
251K
$6.47M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
33.7K+ 10.56% |
$867K - $880K
|
353K
$9.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
32.4KNew |
$835K - $847K
|
32.4K
$836K
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
32K+ 3.56% |
$825K - $837K
|
932K
$24M
|
|
|
Jan 15, 2026
Q4 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
30.6K+ 7.19% |
$787K - $798K
|
455K
$11.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.5K+ 9.37% |
$682K - $692K
|
309K
$7.98M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.4K+ 4.99% |
$654K - $663K
|
534K
$13.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
23.4KNew |
$601K - $610K
|
23.4K
$602K
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
23.3K+ 8.53% |
$600K - $609K
|
297K
$7.65M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
21.6K+ 6.84% |
$557K - $565K
|
338K
$8.71M
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
20.3K+ 12.12% |
$522K - $530K
|
187K
$4.84M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
19.3K+ 23.7% |
$498K - $505K
|
101K
$2.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18.2K+ 18.75% |
$468K - $475K
|
115K
$2.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17.8KNew |
$459K - $466K
|
17.8K
$460K
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
17.7K+ 31.95% |
$456K - $463K
|
73.2K
$1.89M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
16.4K+ 1.31% |
$422K - $428K
|
1.27M
$32.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
10K+ 96.61% |
$257K - $261K
|
20.3K
$525K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.95KNew |
$230K - $234K
|
8.95K
$231K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.16KNew |
$210K - $213K
|
8.16K
$210K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
7.43K+ 11.99% |
$191K - $194K
|
69.4K
$1.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
5.9K+ 54.47% |
$152K - $154K
|
16.7K
$431K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.6K+ 1.47% |
$118K - $120K
|
318K
$8.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.28K+ 2.24% |
$84.4K - $85.6K
|
150K
$3.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
BUY
|
- |
2.72K+ 0.83% |
$69.9K - $70.9K
|
331K
$8.53M
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.95K+ 2.21% |
$50.1K - $50.8K
|
89.8K
$2.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.42K+ 0.64% |
$36.6K - $37.1K
|
223K
$5.76M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
1.15K+ 1.46% |
$29.7K - $30.1K
|
79.9K
$2.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
991+ 4.98% |
$25.5K - $25.9K
|
20.9K
$539K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
879+ 26.77% |
$22.6K - $23K
|
4.16K
$107K
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
633+ 2.35% |
$16.3K - $16.5K
|
27.6K
$711K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
495+ 0.43% |
$12.7K - $12.9K
|
115K
$2.96M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
250+ 3.03% |
$6.44K - $6.53K
|
8.5K
$219K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
227+ 2.43% |
$5.85K - $5.93K
|
9.56K
$247K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
196New |
$5.05K - $5.12K
|
196
$5.05K
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
160+ 0.25% |
$4.12K - $4.18K
|
63.3K
$1.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
155+ 5.37% |
$3.99K - $4.05K
|
3.04K
$78.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
125New |
$3.22K - $3.27K
|
125
$3.22K
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
99+ 0.39% |
$2.55K - $2.59K
|
25.4K
$654K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
34+ 1.32% |
$876 - $888
|
2.62K
$67.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
9+ 1.42% |
$232 - $235
|
642
$16.6K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.97M+ 100967.52% |
$176M - $181M
|
6.98M
$180M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.53M+ 12.11% |
$38.6M - $39.8M
|
14.2M
$365M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
801K+ 890.14% |
$20.2M - $20.8M
|
891K
$23M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
704KNew |
$17.8M - $18.3M
|
704K
$18.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
546KNew |
$13.8M - $14.2M
|
546K
$14.1M
|
|