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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
64.8K+ 3.19% |
$1.6M - $1.66M
|
2.1M
$53.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
64K+ 300.55% |
$1.58M - $1.64M
|
85.2K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
63.5KNew |
$1.57M - $1.63M
|
63.5K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
62.3K+ 22.29% |
$1.54M - $1.6M
|
342K
$8.69M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
60K+ 89.29% |
$1.48M - $1.54M
|
127K
$3.24M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
57.4KNew |
$1.42M - $1.47M
|
57.4K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
56.1K+ 897.76% |
$1.39M - $1.44M
|
62.3K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
52.7KNew |
$1.3M - $1.35M
|
52.7K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
51.1K+ 20.04% |
$1.26M - $1.31M
|
306K
$7.78M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49.3K+ 6.67% |
$1.22M - $1.26M
|
788K
$20M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
49.1K+ 3.23% |
$1.21M - $1.26M
|
1.57M
$39.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49K+ 23.49% |
$1.21M - $1.25M
|
257K
$6.54M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.9K+ 4.19% |
$1.21M - $1.25M
|
1.21M
$30.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.3KNew |
$1.17M - $1.21M
|
47.3K
$1.2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
46.1K+ 7.06% |
$1.14M - $1.18M
|
700K
$17.8M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44.9K+ 21.15% |
$1.11M - $1.15M
|
257K
$6.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
44.8K+ 10.71% |
$1.11M - $1.15M
|
463K
$11.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
44.7K+ 1.63% |
$1.1M - $1.14M
|
2.78M
$70.7M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
44.6KNew |
$1.1M - $1.14M
|
44.6K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
43.8K+ 53.13% |
$1.08M - $1.12M
|
126K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
41K+ 2.59% |
$1.01M - $1.05M
|
1.62M
$41.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.8K+ 5.4% |
$1.01M - $1.05M
|
797K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
40K+ 5.46% |
$989K - $1.03M
|
773K
$19.7M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
38.1KNew |
$942K - $976K
|
38.1K
$968K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
37.4K+ 9.12% |
$926K - $959K
|
448K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37.4K+ 1.48% |
$925K - $958K
|
2.56M
$65M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
37.1K+ 803.07% |
$918K - $951K
|
41.7K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
37K+ 22.69% |
$915K - $948K
|
200K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
37K+ 44.51% |
$915K - $948K
|
120K
$3.06M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
34.7KNew |
$859K - $889K
|
34.7K
$883K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
33.7K+ 5.82% |
$834K - $864K
|
613K
$15.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
32.5K+ 4.18% |
$804K - $833K
|
810K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
32K+ 2.66% |
$793K - $821K
|
1.24M
$31.4M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
31.8K+ 95.66% |
$785K - $814K
|
65K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
31.7K+ 9.31% |
$783K - $811K
|
372K
$9.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
26.4K+ 2.55% |
$653K - $676K
|
1.06M
$27M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
26K+ 8.56% |
$644K - $667K
|
330K
$8.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
25.8K+ 13.29% |
$637K - $660K
|
220K
$5.59M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
24.6KNew |
$608K - $630K
|
24.6K
$626K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.9K+ 95.22% |
$590K - $611K
|
48.9K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.7K+ 10.8% |
$585K - $607K
|
243K
$6.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.4K+ 27.58% |
$578K - $599K
|
108K
$2.75M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
23K+ 131.81% |
$568K - $589K
|
40.4K
$1.03M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
22.4K+ 4.09% |
$555K - $575K
|
571K
$14.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
22.3K+ 4.06% |
$552K - $571K
|
572K
$14.5M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
21K+ 2.8% |
$520K - $539K
|
771K
$19.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.8K+ 60.74% |
$514K - $532K
|
55K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
20.3K+ 34.08% |
$503K - $521K
|
80K
$2.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
19.3K+ 7.66% |
$478K - $496K
|
272K
$6.92M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
17.8K+ 1.55% |
$441K - $457K
|
1.17M
$29.8M
|