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 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
17.5K+ 46.11% |
$434K - $449K
|
55.6K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
17.3K+ 86.48% |
$429K - $444K
|
37.4K
$951K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
17.1K+ 1.99% |
$422K - $437K
|
875K
$22.2M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
16K+ 17.45% |
$396K - $410K
|
108K
$2.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
15.8K+ 1.88% |
$392K - $406K
|
858K
$21.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15.8K+ 17.5% |
$390K - $404K
|
106K
$2.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
15.4K+ 5.59% |
$382K - $396K
|
292K
$7.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
14.8K+ 1.35% |
$367K - $380K
|
1.11M
$28.3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.4K+ 8.03% |
$355K - $368K
|
193K
$4.91M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.1K+ 0.52% |
$350K - $362K
|
2.76M
$70.1M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.1KNew |
$325K - $336K
|
13.1K
$334K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.7K+ 36.21% |
$315K - $326K
|
47.9K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
12.5KNew |
$310K - $321K
|
12.5K
$319K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
11.8KNew |
$292K - $303K
|
11.8K
$301K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
11.4K+ 5.56% |
$282K - $292K
|
216K
$5.5M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
11.3KNew |
$280K - $290K
|
11.3K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11KNew |
$272K - $282K
|
11K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
10.6K+ 4.64% |
$262K - $272K
|
239K
$6.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.4K+ 3.24% |
$256K - $266K
|
330K
$8.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.3K+ 5.08% |
$255K - $265K
|
213K
$5.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
10.3K+ 3.36% |
$255K - $264K
|
317K
$8.05M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
9.88KNew |
$244K - $253K
|
9.88K
$251K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.8K+ 21.89% |
$242K - $251K
|
54.6K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.77K+ 3.56% |
$242K - $250K
|
284K
$7.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
9.6KNew |
$237K - $246K
|
9.6K
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.41KNew |
$233K - $241K
|
9.41K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
9.22K+ 3.0% |
$228K - $236K
|
317K
$8.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
9.04K+ 9.69% |
$224K - $232K
|
102K
$2.6M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
8.96K+ 0.55% |
$222K - $229K
|
1.63M
$41.5M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
8.81KNew |
$218K - $226K
|
8.81K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.51KNew |
$211K - $218K
|
8.51K
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.47K+ 21.22% |
$209K - $217K
|
48.4K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
8.45K+ 2.0% |
$209K - $216K
|
431K
$11M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.4K+ 8.02% |
$208K - $215K
|
113K
$2.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
8.36KNew |
$207K - $214K
|
8.36K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.25KNew |
$204K - $211K
|
8.25K
$210K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.11KNew |
$201K - $208K
|
8.11K
$206K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.11K+ 14.38% |
$200K - $208K
|
64.5K
$1.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
8.05K+ 81.0% |
$199K - $206K
|
18K
$458K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8.04K+ 0.79% |
$199K - $206K
|
1.02M
$26.1M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.99KNew |
$198K - $205K
|
7.99K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.68K+ 2.74% |
$165K - $171K
|
250K
$6.37M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.55K+ 7.81% |
$162K - $168K
|
90.5K
$2.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.5K+ 8.04% |
$161K - $166K
|
87.2K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.45K+ 7.1% |
$160K - $165K
|
97.3K
$2.48M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6.42K+ 1.81% |
$159K - $164K
|
360K
$9.17M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
6.14K+ 26.93% |
$152K - $157K
|
28.9K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.83K+ 38.03% |
$144K - $149K
|
21.2K
$538K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.78K+ 1.53% |
$143K - $148K
|
383K
$9.74M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.39K+ 55.84% |
$133K - $138K
|
15K
$382K
|