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 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.11K+ 5.78% |
$27.4K - $28.4K
|
20.3K
$516K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.1K+ 4.63% |
$27.2K - $28.2K
|
24.9K
$632K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.06K+ 8.62% |
$26.3K - $27.2K
|
13.4K
$340K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1.04K+ 1.52% |
$25.7K - $26.6K
|
69.3K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
951New |
$23.5K - $24.4K
|
951
$24.2K
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
941+ 0.87% |
$23.3K - $24.1K
|
110K
$2.79M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
888New |
$22K - $22.8K
|
888
$22.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
888+ 3.69% |
$22K - $22.8K
|
24.9K
$634K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
858+ 5.42% |
$21.2K - $22K
|
16.7K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
832New |
$20.6K - $21.3K
|
832
$21.2K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
802+ 3.97% |
$19.8K - $20.5K
|
21K
$535K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
802+ 0.22% |
$19.8K - $20.5K
|
358K
$9.11M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
802+ 2.26% |
$19.8K - $20.5K
|
36.2K
$922K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
775New |
$19.2K - $19.9K
|
775
$19.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
759+ 0.04% |
$18.8K - $19.4K
|
2.07M
$52.6M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
714+ 24.33% |
$17.7K - $18.3K
|
3.65K
$92.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
704+ 2.41% |
$17.4K - $18K
|
29.9K
$760K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
672+ 3.74% |
$16.6K - $17.2K
|
18.6K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
598New |
$14.8K - $15.3K
|
598
$15.2K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
572+ 4.66% |
$14.1K - $14.7K
|
12.8K
$327K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
564+ 0.33% |
$13.9K - $14.4K
|
172K
$4.37M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
558New |
$13.8K - $14.3K
|
558
$14.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
511+ 0.49% |
$12.6K - $13.1K
|
104K
$2.65M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
503+ 1.78% |
$12.4K - $12.9K
|
28.8K
$731K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
483+ 2.7% |
$11.9K - $12.4K
|
18.4K
$467K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
384New |
$9.5K - $9.84K
|
384
$9.77K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
384New |
$9.5K - $9.84K
|
384
$9.77K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
378+ 2.81% |
$9.35K - $9.68K
|
13.8K
$351K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
363+ 5.3% |
$8.98K - $9.3K
|
7.21K
$183K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
323+ 3.59% |
$7.99K - $8.28K
|
9.32K
$237K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
316+ 31600.0% |
$7.81K - $8.1K
|
317
$8.06K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
293+ 0.14% |
$7.25K - $7.51K
|
214K
$5.43M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
281+ 0.52% |
$6.95K - $7.2K
|
54.4K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
265+ 0.64% |
$6.55K - $6.79K
|
41.8K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
206+ 0.34% |
$5.09K - $5.28K
|
60.5K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
195+ 2.09% |
$4.82K - $5K
|
9.54K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
175+ 1.9% |
$4.33K - $4.48K
|
9.39K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
175+ 3.92% |
$4.33K - $4.48K
|
4.64K
$118K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
174+ 0.47% |
$4.3K - $4.46K
|
37.4K
$951K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
173+ 0.55% |
$4.28K - $4.43K
|
31.7K
$806K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
170+ 0.66% |
$4.2K - $4.36K
|
26K
$662K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
115New |
$2.84K - $2.95K
|
115
$2.92K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
114+ 1.09% |
$2.82K - $2.92K
|
10.6K
$269K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
105+ 1.0% |
$2.6K - $2.69K
|
10.6K
$271K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
98+ 0.97% |
$2.42K - $2.51K
|
10.2K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
83+ 0.23% |
$2.05K - $2.13K
|
35.9K
$912K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
82+ 28.77% |
$2.03K - $2.1K
|
367
$9.33K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
65+ 0.67% |
$1.61K - $1.67K
|
9.82K
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
64+ 0.78% |
$1.58K - $1.64K
|
8.25K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
58+ 0.53% |
$1.43K - $1.49K
|
11K
$279K
|