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 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.09K+ 2.23% |
$126K - $130K
|
233K
$5.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5.08K+ 10.27% |
$126K - $130K
|
54.5K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.99K+ 22.86% |
$123K - $128K
|
26.8K
$682K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4.79K+ 7.18% |
$118K - $123K
|
71.4K
$1.82M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.73K+ 51.9% |
$117K - $121K
|
13.8K
$352K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.71K+ 1.2% |
$117K - $121K
|
397K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.58K+ 18.25% |
$113K - $117K
|
29.7K
$755K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.58K+ 1.39% |
$113K - $117K
|
334K
$8.5M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.53K+ 6.47% |
$112K - $116K
|
74.4K
$1.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.22K+ 4.68% |
$104K - $108K
|
94.3K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
4.19K+ 8.3% |
$104K - $107K
|
54.6K
$1.39M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
4KNew |
$98.9K - $103K
|
4K
$102K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.88K+ 6.06% |
$96K - $99.5K
|
68K
$1.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
3.72K+ 0.85% |
$92K - $95.4K
|
441K
$11.2M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.57K+ 71.7% |
$88.4K - $91.5K
|
8.56K
$218K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.57K+ 12.6% |
$88.2K - $91.4K
|
31.9K
$810K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
3.51K+ 6.49% |
$86.8K - $89.9K
|
57.5K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.37K+ 60.81% |
$83.3K - $86.3K
|
8.91K
$227K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
3.34K+ 6.62% |
$82.5K - $85.4K
|
53.7K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.3K+ 4.37% |
$81.6K - $84.6K
|
78.9K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
3.28K+ 19.13% |
$81.2K - $84.1K
|
20.4K
$520K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
3.28K+ 1.93% |
$81K - $83.9K
|
173K
$4.41M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3.23K+ 12.46% |
$80K - $82.8K
|
29.2K
$742K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.13K+ 12.72% |
$77.3K - $80.1K
|
27.7K
$705K
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.98KNew |
$73.6K - $76.2K
|
2.98K
$75.7K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2.91K+ 11.66% |
$72K - $74.6K
|
27.9K
$709K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.79K+ 36.86% |
$68.9K - $71.4K
|
10.4K
$263K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.76K+ 1.57% |
$68.3K - $70.8K
|
179K
$4.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.59K+ 2.61% |
$64K - $66.3K
|
102K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.59K+ 19.91% |
$64K - $66.3K
|
15.6K
$396K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
2.56K+ 16.95% |
$63.2K - $65.5K
|
17.6K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.34K+ 1.24% |
$57.9K - $60K
|
191K
$4.86M
|
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.2K+ 1.6% |
$54.4K - $56.4K
|
139K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.19K+ 12.73% |
$54.2K - $56.2K
|
19.4K
$494K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.19K+ 2.67% |
$54.2K - $56.1K
|
84.1K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.17K+ 5.83% |
$53.7K - $55.7K
|
39.4K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
2.11K+ 0.25% |
$52.1K - $53.9K
|
859K
$21.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.09K+ 20.19% |
$51.7K - $53.6K
|
12.5K
$317K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.03K+ 0.96% |
$50.2K - $52K
|
213K
$5.42M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.84K+ 60.09% |
$45.6K - $47.2K
|
4.91K
$125K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.73K+ 14.06% |
$42.7K - $44.3K
|
14K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1.59K+ 1.44% |
$39.4K - $40.8K
|
112K
$2.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.58KNew |
$39.1K - $40.5K
|
1.58K
$40.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.53K+ 2.9% |
$37.8K - $39.2K
|
54.4K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.48K+ 11.58% |
$36.5K - $37.8K
|
14.2K
$361K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.43K+ 4.4% |
$35.3K - $36.6K
|
33.9K
$862K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.42K+ 1.32% |
$35K - $36.3K
|
108K
$2.75M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.3K+ 3.83% |
$32.1K - $33.3K
|
35.2K
$896K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.27KNew |
$31.5K - $32.6K
|
1.27K
$32.4K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.24K+ 13.61% |
$30.6K - $31.7K
|
10.3K
$263K
|