Purchases and Sales Made in Q1 2025 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO AGGREGATE BOND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
1.42M+ 13.89% |
$35M - $36.3M
|
11.6M
$295M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
983K+ 25.61% |
$24.3M - $25.2M
|
4.82M
$123M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
829K+ 7829.49% |
$20.5M - $21.2M
|
839K
$21.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
732KNew |
$18.1M - $18.8M
|
732K
$18.6M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
722K+ 32.52% |
$17.8M - $18.5M
|
2.94M
$74.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
643K+ 235.31% |
$15.9M - $16.5M
|
916K
$23.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
565K+ 6.01% |
$14M - $14.5M
|
9.96M
$253M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
543K+ 186.08% |
$13.4M - $13.9M
|
836K
$21.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
513K+ 100.32% |
$12.7M - $13.1M
|
1.02M
$26M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
428K+ 3.91% |
$10.6M - $11M
|
11.4M
$289M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
426KNew |
$10.5M - $10.9M
|
426K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
418K+ 456.02% |
$10.3M - $10.7M
|
510K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
377K+ 168.15% |
$9.32M - $9.66M
|
601K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
354K+ 4.78% |
$8.75M - $9.07M
|
7.76M
$197M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
345K+ 39.5% |
$8.52M - $8.83M
|
1.22M
$30.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
296KNew |
$7.32M - $7.58M
|
296K
$7.53M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
292K+ 48.17% |
$7.21M - $7.47M
|
897K
$22.8M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
250K+ 11.91% |
$6.18M - $6.41M
|
2.35M
$59.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
235K+ 40.62% |
$5.81M - $6.02M
|
813K
$20.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
229KNew |
$5.66M - $5.87M
|
229K
$5.82M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
228K+ 11.07% |
$5.63M - $5.83M
|
2.28M
$58.1M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
200K+ 1060.84% |
$4.94M - $5.12M
|
219K
$5.56M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
189KNew |
$4.68M - $4.85M
|
189K
$4.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
173K+ 18.64% |
$4.28M - $4.44M
|
1.1M
$28M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
166K+ 5.29% |
$4.1M - $4.25M
|
3.3M
$83.9M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
149K+ 10.02% |
$3.68M - $3.81M
|
1.63M
$41.5M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
148K+ 12.75% |
$3.67M - $3.8M
|
1.31M
$33.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
144KNew |
$3.57M - $3.7M
|
144K
$3.67M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
140K+ 83.88% |
$3.47M - $3.59M
|
308K
$7.82M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
135K+ 15.89% |
$3.34M - $3.46M
|
984K
$25M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
120K+ 6.71% |
$2.97M - $3.08M
|
1.91M
$48.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
119KNew |
$2.95M - $3.05M
|
119K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
112K+ 21.0% |
$2.76M - $2.86M
|
644K
$16.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
108K+ 8.49% |
$2.66M - $2.75M
|
1.37M
$34.9M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
101K+ 7.39% |
$2.5M - $2.59M
|
1.47M
$37.4M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
95.4K+ 11.02% |
$2.36M - $2.44M
|
961K
$24.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
82.6K+ 6.8% |
$2.04M - $2.12M
|
1.3M
$33M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
79.7KNew |
$1.97M - $2.04M
|
79.7K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
78.8K+ 11.49% |
$1.95M - $2.02M
|
765K
$19.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
73.6K+ 30.22% |
$1.82M - $1.88M
|
317K
$8.06M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.4K+ 6.61% |
$1.76M - $1.83M
|
1.15M
$29.3M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
71.1K+ 50.59% |
$1.76M - $1.82M
|
212K
$5.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
69.4K+ 115633.33% |
$1.72M - $1.78M
|
69.4K
$1.77M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
68.1K+ 11.64% |
$1.69M - $1.75M
|
654K
$16.6M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
66.9K+ 2.35% |
$1.65M - $1.71M
|
2.92M
$74.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
66.5K+ 6.31% |
$1.64M - $1.7M
|
1.12M
$28.5M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
66.1K+ 10.01% |
$1.64M - $1.69M
|
727K
$18.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
66KNew |
$1.63M - $1.69M
|
66K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
65.7KNew |
$1.63M - $1.68M
|
65.7K
$1.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
64.8K+ 3.19% |
$1.6M - $1.66M
|
2.1M
$53.4M
|