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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
500+ 166.67% |
$12.4K - $13.2K
|
800
$20.2K
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
470+ 2.21% |
$11.7K - $12.4K
|
21.8K
$549K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
337+ 2.36% |
$8.38K - $8.87K
|
14.6K
$368K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
110New |
$2.73K - $2.9K
|
110
$2.77K
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
110+ 0.12% |
$2.73K - $2.9K
|
93.6K
$2.36M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
11New |
$273 - $290
|
11
$277
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
4New |
$99.4 - $105
|
4
$101
|
|
Q2 2024 | |||||||
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
62K+ 10.95% |
$1.52M - $1.57M
|
629K
$15.9M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
35.4K+ 6.04% |
$869K - $895K
|
621K
$15.7M
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
32.9KNew |
$807K - $832K
|
32.9K
$829K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
30.7K+ 1.9% |
$753K - $775K
|
1.64M
$41.5M
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
25.9KNew |
$636K - $656K
|
25.9K
$654K
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
19.8KNew |
$486K - $501K
|
19.8K
$499K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17.7KNew |
$434K - $447K
|
17.7K
$446K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
12.9KNew |
$317K - $326K
|
12.9K
$325K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
6.04KNew |
$148K - $153K
|
6.04K
$152K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.24KNew |
$54.9K - $56.6K
|
2.24K
$56.4K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.52KNew |
$37.3K - $38.5K
|
1.52K
$38.4K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.29KNew |
$31.6K - $32.6K
|
1.29K
$32.5K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
965New |
$23.7K - $24.4K
|
965
$24.3K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
517New |
$12.7K - $13.1K
|
517
$13K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
279New |
$6.85K - $7.05K
|
279
$7.03K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
264New |
$6.48K - $6.67K
|
264
$6.66K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
201+ 1827.27% |
$4.93K - $5.08K
|
212
$5.34K
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
122+ 1.19% |
$2.99K - $3.08K
|
10.4K
$263K
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
50New |
$1.23K - $1.26K
|
50
$1.26K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
32+ 0.09% |
$785 - $809
|
36K
$907K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
16New |
$393 - $404
|
16
$403
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
8New |
$196 - $202
|
8
$202
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4New |
$98.2 - $101
|
4
$101
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3+ 1.22% |
$73.6 - $75.8
|
249
$6.28K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
294KNew |
$7.34M - $7.54M
|
294K
$7.41M
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
25.2KNew |
$628K - $646K
|
25.2K
$634K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.5K+ 4.03% |
$587K - $603K
|
606K
$15.3M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20.3K+ 39.38% |
$507K - $521K
|
71.9K
$1.81M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.4KNew |
$336K - $345K
|
13.4K
$339K
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.1KNew |
$303K - $311K
|
12.1K
$306K
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11.7KNew |
$293K - $301K
|
11.7K
$296K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.97KNew |
$174K - $179K
|
6.97K
$176K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.2KNew |
$80K - $82.1K
|
3.2K
$80.7K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.85KNew |
$71.2K - $73.1K
|
2.85K
$71.8K
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
915New |
$22.9K - $23.5K
|
915
$23.1K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
488+ 6.24% |
$12.2K - $12.5K
|
8.31K
$209K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
468New |
$11.7K - $12K
|
468
$11.8K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
113New |
$2.82K - $2.9K
|
113
$2.85K
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
113New |
$2.82K - $2.9K
|
113
$2.85K
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
109New |
$2.72K - $2.8K
|
109
$2.75K
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
92New |
$2.3K - $2.36K
|
92
$2.32K
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$25 - $25.7
|
1
$25.2
|
|
Q4 2023 | |||||||
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.13MNew |
$26.9M - $29.2M
|
1.13M
$28.6M
|