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 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-359K- 12.78% |
$8.87M - $9.19M
|
2.45M
$62.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-368K- 88.12% |
$9.09M - $9.42M
|
49.6K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-373K- 2.28% |
$9.23M - $9.56M
|
16M
$406M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-395K- 86.56% |
$9.78M - $10.1M
|
61.4K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-452K- 99.28% |
$11.2M - $11.6M
|
3.28K
$83.4K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-483K- 55.21% |
$11.9M - $12.4M
|
392K
$9.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-512K- 50.0% |
$12.7M - $13.1M
|
512K
$13M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-835K- 18.17% |
$20.6M - $21.4M
|
3.76M
$95.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-903K- 98.33% |
$22.3M - $23.1M
|
15.3K
$390K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.08M- 8.39% |
$26.6M - $27.6M
|
11.7M
$299M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.28M- 63.26% |
$56.4M - $58.4M
|
1.32M
$33.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.64M- 10.28% |
$65.3M - $67.7M
|
23M
$586M
|