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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
29.2KNew |
$748K - $808K
|
29.2K
$736K
|
|
|
Jul 18, 2022
Q2 2022
|
Capitol Family Office, Inc.
|
BUY
|
- |
15.3K+ 2.82% |
$392K - $423K
|
557K
$14.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
9.9KNew |
$254K - $274K
|
9.9K
$250K
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
7.8KNew |
$200K - $216K
|
7.8K
$197K
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.25K+ 4.62% |
$83.5K - $90.1K
|
73.7K
$1.86M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.18KNew |
$30.2K - $32.6K
|
1.18K
$29.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
955+ 13.08% |
$24.5K - $26.5K
|
8.26K
$209K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
417New |
$10.7K - $11.6K
|
417
$10.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
221+ 4.22% |
$5.67K - $6.12K
|
5.46K
$138K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
87+ 26.77% |
$2.23K - $2.41K
|
412
$10.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
54New |
$1.39K - $1.5K
|
54
$1.36K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
42+ 63.64% |
$1.08K - $1.16K
|
108
$2.73K
|
|
| Q1 2022 | |||||||
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
40KNew |
$1.1M - $1.18M
|
40K
$1.01M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
33.8KNew |
$931K - $996K
|
33.8K
$854K
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
22KNew |
$605K - $647K
|
22K
$555K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
569New |
$15.7K - $16.8K
|
569
$14.4K
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
485+ 34.52% |
$13.4K - $14.3K
|
1.89K
$47.7K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
78+ 106.85% |
$2.15K - $2.3K
|
151
$3.81K
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
4+ 1.2% |
$110 - $118
|
338
$8.53K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
7.84KNew |
$231K - $235K
|
7.84K
$198K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
131New |
$3.86K - $3.93K
|
131
$3.31K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.19KNew |
$35.5K - $36.1K
|
1.19K
$30K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
810New |
$24.2K - $24.6K
|
810
$20.5K
|
|
| Q2 2021 | |||||||
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
931New |
$27.6K - $27.9K
|
931
$23.5K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
34.3KNew |
$1.05M - $1.06M
|
34.3K
$866K
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
1.34KNew |
$40.8K - $41.3K
|
1.34K
$33.8K
|
|
| Q3 2020 | |||||||
|
Jan 07, 2021
Q3 2020
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.08K+ 100.0% |
$187K - $190K
|
12.2K
$307K
|
|
|
Oct 30, 2020
Q3 2020
|
Camden Capital, LLC
|
BUY
|
- |
2.43K+ 20.22% |
$74.9K - $76K
|
14.5K
$365K
|
|
| Q2 2020 | |||||||
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.3KNew |
$69K - $71K
|
2.3K
$58.1K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.62K+ 9.19% |
$48.5K - $49.9K
|
19.2K
$485K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.03KNew |
$56.7K - $62.6K
|
2.03K
$51.2K
|
|
| Q4 2019 | |||||||
|
Feb 05, 2020
Q4 2019
|
Lvz, Inc.
|
BUY
|
- |
57.4KNew |
$1.68M - $1.71M
|
57.4K
$1.45M
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
620New |
$18.1K - $18.4K
|
620
$15.7K
|
|
| Q4 2017 | |||||||
|
Jun 01, 2023
Q4 2017
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
5.61K+ 114.34% |
N/A
|
10.5K
$265K
|
|
|
Feb 14, 2018
Q4 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
N/A
|
2
$50.5
|
|