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 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.98MNew |
$48M - $51.2M
|
1.98M
$50.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
1.13MNew |
$27.3M - $29.1M
|
1.13M
$28.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
190KNew |
$4.6M - $4.9M
|
190K
$4.82M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
93.5K+ 1.44% |
$2.27M - $2.42M
|
6.59M
$168M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
85K+ 297.74% |
$2.06M - $2.2M
|
114K
$2.89M
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
84.8KNew |
$2.06M - $2.19M
|
84.8K
$2.16M
|
|
|
May 05, 2025
Q4 2022
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
70.4K+ 183.93% |
$1.71M - $1.82M
|
109K
$2.76M
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
31.8KNew |
$770K - $821K
|
31.8K
$808K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
28.9K+ 41.1% |
$701K - $747K
|
99.2K
$2.52M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
17.8KNew |
$431K - $459K
|
17.8K
$452K
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
13.8KNew |
$335K - $357K
|
13.8K
$352K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
12.6KNew |
$305K - $325K
|
12.6K
$320K
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
12.5KNew |
$303K - $323K
|
12.5K
$318K
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
10.1KNew |
$246K - $262K
|
10.1K
$258K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
9.71KNew |
$235K - $251K
|
9.71K
$247K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.2KNew |
$223K - $238K
|
9.2K
$234K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
9.07KNew |
$220K - $234K
|
9.07K
$231K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.89KNew |
$216K - $230K
|
8.89K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.38KNew |
$57.8K - $61.6K
|
2.38K
$60.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.51KNew |
$36.7K - $39.1K
|
1.51K
$38.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
739New |
$17.9K - $19.1K
|
739
$18.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
621+ 5.65% |
$15.1K - $16.1K
|
11.6K
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
389+ 100.0% |
$9.43K - $10.1K
|
778
$19.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
229New |
$5.55K - $5.92K
|
229
$5.82K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
195+ 26.1% |
$4.73K - $5.04K
|
942
$24K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
80+ 0.48% |
$1.94K - $2.07K
|
16.9K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6New |
$146 - $155
|
6
$153
|
|
| Q3 2022 | |||||||
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
140KNew |
$3.48M - $3.79M
|
140K
$3.57M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
51.5K+ 27.78% |
$1.27M - $1.39M
|
237K
$6.02M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
34.1K+ 77.78% |
$845K - $922K
|
78K
$1.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
17.2K+ 37.31% |
$425K - $464K
|
63.2K
$1.61M
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
11.8KNew |
$293K - $319K
|
11.8K
$301K
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.38KNew |
$232K - $253K
|
9.38K
$239K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
6.33KNew |
$157K - $171K
|
6.33K
$161K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.76KNew |
$43.6K - $47.5K
|
1.76K
$44.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.27K+ 17.38% |
$31.4K - $34.3K
|
8.58K
$218K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
885New |
$21.9K - $23.9K
|
885
$22.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
718+ 4.12% |
$17.8K - $19.4K
|
18.1K
$461K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
111New |
$2.75K - $3K
|
111
$2.82K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
50New |
$1.24K - $1.35K
|
50
$1.27K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
500KNew |
$12.8M - $13.9M
|
500K
$12.7M
|
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
BUY
|
- |
233KNew |
$5.97M - $6.45M
|
233K
$5.92M
|
|
|
Aug 12, 2022
Q2 2022
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
150KNew |
$3.85M - $4.16M
|
150K
$3.81M
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
57.9K+ 37.5% |
$1.49M - $1.61M
|
212K
$5.4M
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
33.2KNew |
$852K - $920K
|
33.2K
$844K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
29.2KNew |
$748K - $808K
|
29.2K
$741K
|
|
|
Jul 18, 2022
Q2 2022
|
Capitol Family Office, Inc.
|
BUY
|
- |
15.3K+ 2.82% |
$392K - $423K
|
557K
$14.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
9.9KNew |
$254K - $274K
|
9.9K
$252K
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
7.8KNew |
$200K - $216K
|
7.8K
$198K
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.25K+ 4.62% |
$83.5K - $90.1K
|
73.7K
$1.87M
|
|