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 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-411- 23.22% |
$10.2K - $10.5K
|
1.36K
$34.6K
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-427- 2.11% |
$10.6K - $10.9K
|
19.8K
$503K
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-435- 0.1% |
$10.8K - $11.1K
|
455K
$11.6M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-473- 0.78% |
$11.7K - $12.1K
|
60.2K
$1.53M
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-503- 5.17% |
$12.4K - $12.9K
|
9.22K
$234K
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-540- 0.72% |
$13.4K - $13.8K
|
74K
$1.88M
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-560- 2.89% |
$13.8K - $14.3K
|
18.8K
$479K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-573- 4.81% |
$14.2K - $14.7K
|
11.3K
$288K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-740- 16.97% |
$18.3K - $19K
|
3.62K
$92.1K
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-798- 6.91% |
$19.7K - $20.4K
|
10.8K
$273K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-955- 8.84% |
$23.6K - $24.5K
|
9.85K
$250K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-959- 1.86% |
$23.7K - $24.6K
|
50.5K
$1.28M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-968- 0.14% |
$23.9K - $24.8K
|
674K
$17.1M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-994- 9.88% |
$24.6K - $25.5K
|
9.06K
$230K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.03K- 1.91% |
$25.4K - $26.3K
|
52.8K
$1.34M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.09K- 10.71% |
$26.9K - $27.9K
|
9.08K
$231K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.1K- 72.56% |
$27.1K - $28.1K
|
414
$10.5K
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.17K- 0.28% |
$28.8K - $29.9K
|
412K
$10.5M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.22KClosed |
$30.1K - $31.2K
|
0
$0
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.3K- 1.84% |
$32.2K - $33.4K
|
69.6K
$1.77M
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.35K- 11.73% |
$33.4K - $34.6K
|
10.2K
$258K
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.37K- 10.34% |
$33.9K - $35.1K
|
11.9K
$302K
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.47K- 0.56% |
$36.3K - $37.6K
|
260K
$6.61M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.52K- 15.39% |
$37.5K - $38.9K
|
8.34K
$212K
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 0.56% |
$39.7K - $41.1K
|
286K
$7.26M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.63K- 3.68% |
$40.4K - $41.8K
|
42.7K
$1.09M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.67K- 2.55% |
$41.4K - $42.9K
|
63.9K
$1.62M
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.72K- 1.3% |
$42.5K - $44K
|
130K
$3.32M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.83K- 9.13% |
$45.3K - $46.9K
|
18.2K
$464K
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.84K- 1.92% |
$45.4K - $47K
|
94K
$2.39M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.87K- 10.7% |
$46.3K - $48K
|
15.6K
$397K
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.87K- 11.24% |
$46.3K - $48K
|
14.8K
$377K
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.91K- 1.11% |
$47.3K - $49K
|
170K
$4.33M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.92K- 14.33% |
$47.4K - $49.1K
|
11.5K
$292K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.01K- 10.12% |
$49.6K - $51.4K
|
17.8K
$453K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.02K- 1.13% |
$49.9K - $51.7K
|
176K
$4.47M
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.22K- 9.19% |
$54.9K - $56.9K
|
21.9K
$558K
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-2.29K- 11.4% |
$56.6K - $58.7K
|
17.8K
$452K
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-2.31K- 12.8% |
$57.2K - $59.3K
|
15.8K
$401K
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.33K- 6.19% |
$57.6K - $59.7K
|
35.3K
$898K
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-2.36K- 6.86% |
$58.3K - $60.4K
|
32K
$814K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.53K- 4.11% |
$62.4K - $64.7K
|
59K
$1.5M
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.53K- 5.98% |
$62.7K - $64.9K
|
39.8K
$1.01M
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.56K- 6.04% |
$63.3K - $65.6K
|
39.8K
$1.01M
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.63K- 2.6% |
$65.1K - $67.5K
|
98.8K
$2.51M
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.96K- 8.27% |
$73.2K - $75.8K
|
32.8K
$835K
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.07K- 10.19% |
$75.8K - $78.6K
|
27K
$687K
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.07K- 17.93% |
$76K - $78.7K
|
14.1K
$358K
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-3.09K- 8.13% |
$76.4K - $79.2K
|
34.9K
$889K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.17K- 19.98% |
$78.4K - $81.3K
|
12.7K
$323K
|