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 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
51+ 0.64% |
$1.26K - $1.31K
|
7.96K
$203K
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
50New |
$1.24K - $1.28K
|
50
$1.27K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
50+ 0.45% |
$1.24K - $1.28K
|
11.2K
$284K
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
49+ 0.47% |
$1.21K - $1.26K
|
10.5K
$266K
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
49+ 0.17% |
$1.21K - $1.26K
|
28.2K
$716K
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
49+ 0.57% |
$1.21K - $1.26K
|
8.63K
$220K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
47New |
$1.16K - $1.2K
|
47
$1.2K
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
26New |
$643 - $666
|
26
$661
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
25New |
$618 - $641
|
25
$636
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
16+ 1.32% |
$396 - $410
|
1.23K
$31.3K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14New |
$346 - $359
|
14
$356
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11+ 0.75% |
$272 - $282
|
1.47K
$37.4K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.07% |
$124 - $128
|
6.99K
$178K
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4+ 0.64% |
$98.9 - $102
|
626
$15.9K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 0.67% |
$98.9 - $102
|
605
$15.4K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.55% |
$49.5 - $51.2
|
363
$9.23K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.73% |
$49.5 - $51.2
|
275
$6.99K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$24.7 - $25.6
|
1
$25.4
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 3.85% |
$24.7 - $25.6
|
25
$636
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-13- 0.13% |
$321 - $333
|
9.97K
$254K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-22- 0.16% |
$544 - $564
|
14.1K
$359K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-44- 22.22% |
$1.09K - $1.13K
|
154
$3.92K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-47- 11.16% |
$1.16K - $1.2K
|
374
$9.51K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-49- 0.17% |
$1.21K - $1.26K
|
28.1K
$714K
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-61- 0.52% |
$1.51K - $1.56K
|
11.7K
$298K
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-68- 3.84% |
$1.68K - $1.74K
|
1.71K
$43.4K
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-89- 0.06% |
$2.2K - $2.28K
|
152K
$3.88M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-90- 4.2% |
$2.23K - $2.31K
|
2.05K
$52.2K
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-100- 0.9% |
$2.47K - $2.56K
|
11K
$280K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-111- 0.75% |
$2.75K - $2.84K
|
14.7K
$375K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-131- 71.2% |
$3.24K - $3.36K
|
53
$1.35K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-159- 5.91% |
$3.93K - $4.07K
|
2.53K
$64.3K
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-167- 0.25% |
$4.13K - $4.28K
|
65.6K
$1.67M
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-175- 0.28% |
$4.33K - $4.48K
|
61.6K
$1.57M
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 9.67% |
$4.95K - $5.12K
|
1.87K
$47.5K
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-211- 2.43% |
$5.22K - $5.41K
|
8.48K
$216K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-225- 80.65% |
$5.56K - $5.76K
|
54
$1.37K
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-237- 1.21% |
$5.86K - $6.07K
|
19.3K
$491K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-250- 62.34% |
$6.18K - $6.41K
|
151
$3.84K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-258- 4.89% |
$6.38K - $6.61K
|
5.02K
$128K
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-261- 1.73% |
$6.45K - $6.69K
|
14.8K
$377K
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-268- 10.15% |
$6.63K - $6.87K
|
2.37K
$60.3K
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-277- 0.66% |
$6.85K - $7.1K
|
41.7K
$1.06M
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-288- 0.45% |
$7.12K - $7.38K
|
63.5K
$1.61M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-310- 4.41% |
$7.67K - $7.94K
|
6.73K
$171K
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-322- 1.34% |
$7.96K - $8.25K
|
23.7K
$603K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-333- 40.71% |
$8.24K - $8.53K
|
485
$12.3K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-356- 27.64% |
$8.8K - $9.12K
|
932
$23.7K
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-394- 2.19% |
$9.74K - $10.1K
|
17.6K
$448K
|