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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
25.2KNew |
$628K - $646K
|
25.2K
$640K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.5K+ 4.03% |
$587K - $603K
|
606K
$15.4M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20.3K+ 39.38% |
$507K - $521K
|
71.9K
$1.83M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.4KNew |
$336K - $345K
|
13.4K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.1KNew |
$303K - $311K
|
12.1K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11.7KNew |
$293K - $301K
|
11.7K
$298K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.97KNew |
$174K - $179K
|
6.97K
$177K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.2KNew |
$80K - $82.1K
|
3.2K
$81.4K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.85KNew |
$71.2K - $73.1K
|
2.85K
$72.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
915New |
$22.9K - $23.5K
|
915
$23.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
468New |
$11.7K - $12K
|
468
$11.9K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
113New |
$2.82K - $2.9K
|
113
$2.87K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
113New |
$2.82K - $2.9K
|
113
$2.87K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
109New |
$2.72K - $2.8K
|
109
$2.77K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
92New |
$2.3K - $2.36K
|
92
$2.34K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$25 - $25.7
|
1
$25.4
|
|
| Q4 2023 | |||||||
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.13MNew |
$26.9M - $29.2M
|
1.13M
$28.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
734KNew |
$17.4M - $18.9M
|
734K
$18.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
309K+ 471.68% |
$7.32M - $7.95M
|
374K
$9.51M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
291KNew |
$6.91M - $7.5M
|
291K
$7.41M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
215KNew |
$5.09M - $5.52M
|
215K
$5.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
53.9KNew |
$1.28M - $1.39M
|
53.9K
$1.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
45.5KNew |
$1.08M - $1.17M
|
45.5K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29.6KNew |
$703K - $763K
|
29.6K
$754K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
28.2KNew |
$668K - $726K
|
28.2K
$717K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18.6KNew |
$441K - $478K
|
18.6K
$473K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.6K+ 0.41% |
$394K - $428K
|
4.07M
$103M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13KNew |
$309K - $335K
|
13K
$331K
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
11.2KNew |
$264K - $287K
|
11.2K
$284K
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
10.5KNew |
$249K - $270K
|
10.5K
$267K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
10.4KNew |
$246K - $267K
|
10.4K
$264K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.86KNew |
$186K - $202K
|
7.86K
$200K
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
BUY
|
- |
7.5KNew |
$178K - $193K
|
7.5K
$191K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.88KNew |
$68.2K - $74K
|
2.88K
$73.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.73KNew |
$64.7K - $70.3K
|
2.73K
$69.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.53KNew |
$36.3K - $39.4K
|
1.53K
$39K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.35KNew |
$31.9K - $34.6K
|
1.35K
$34.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.12KNew |
$26.6K - $28.8K
|
1.12K
$28.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
598New |
$14.2K - $15.4K
|
598
$15.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
488+ 54.95% |
$11.6K - $12.6K
|
1.38K
$35K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
275New |
$6.52K - $7.08K
|
275
$6.99K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
221+ 1.79% |
$5.24K - $5.69K
|
12.6K
$320K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
186New |
$4.41K - $4.79K
|
186
$4.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
84New |
$1.99K - $2.16K
|
84
$2.14K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
81New |
$1.92K - $2.08K
|
81
$2.06K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 1.21% |
$190 - $206
|
669
$17K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.01% |
$23.7 - $25.7
|
17K
$433K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1New |
$23.7 - $25.7
|
1
$25.4
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
415KNew |
$10.1M - $10.6M
|
415K
$10.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
55.9KNew |
$1.36M - $1.42M
|
55.9K
$1.42M
|
|