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 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-3.2K- 2.25% |
$79.1K - $81.9K
|
139K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.36K- 3.44% |
$83.2K - $86.2K
|
94.6K
$2.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.46K- 4.26% |
$85.5K - $88.5K
|
77.6K
$1.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-3.65K- 13.41% |
$90.2K - $93.4K
|
23.5K
$599K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.78K- 4.6% |
$93.5K - $96.8K
|
78.5K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-3.9K- 10.89% |
$96.5K - $99.9K
|
31.9K
$812K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-4.27K- 1.18% |
$106K - $109K
|
359K
$9.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.26K- 0.62% |
$130K - $135K
|
841K
$21.4M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.28K- 17.78% |
$130K - $135K
|
24.4K
$620K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.49K- 15.41% |
$136K - $141K
|
30.2K
$767K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-5.5K- 4.13% |
$136K - $141K
|
128K
$3.25M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.58K- 8.4% |
$138K - $143K
|
60.8K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.85K- 26.66% |
$145K - $150K
|
16.1K
$409K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-6.04K- 6.74% |
$149K - $155K
|
83.6K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.47K- 4.93% |
$160K - $166K
|
125K
$3.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6.57K- 13.97% |
$162K - $168K
|
40.4K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-6.62K- 18.65% |
$164K - $170K
|
28.9K
$735K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.72K- 3.76% |
$166K - $172K
|
172K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-7.77K- 2.31% |
$192K - $199K
|
329K
$8.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-7.91K- 9.34% |
$196K - $203K
|
76.8K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-7.91K- 24.27% |
$196K - $203K
|
24.7K
$628K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-8.69K- 8.84% |
$215K - $223K
|
89.6K
$2.28M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.03K- 2.5% |
$223K - $231K
|
352K
$8.96M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-9.27K- 1.62% |
$229K - $237K
|
562K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-9.36K- 8.75% |
$231K - $240K
|
97.6K
$2.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-9.39K- 25.99% |
$232K - $241K
|
26.7K
$680K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-9.63K- 38.32% |
$238K - $247K
|
15.5K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.87K- 2.01% |
$244K - $253K
|
482K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.2K- 18.2% |
$253K - $262K
|
45.9K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-10.3K- 2.59% |
$255K - $264K
|
387K
$9.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-11.4K- 12.2% |
$281K - $292K
|
81.9K
$2.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-11.5K- 3.8% |
$284K - $294K
|
290K
$7.38M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-12K- 5.75% |
$297K - $308K
|
197K
$5M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-12.3K- 2.15% |
$304K - $315K
|
558K
$14.2M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.7K- 6.22% |
$314K - $325K
|
191K
$4.87M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-13.1K- 15.12% |
$324K - $336K
|
73.6K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.6K- 50.41% |
$337K - $350K
|
13.4K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14K- 4.46% |
$346K - $358K
|
300K
$7.62M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-14.7K- 7.08% |
$362K - $375K
|
192K
$4.89M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-14.7K- 6.44% |
$364K - $377K
|
214K
$5.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-15.1K- 4.91% |
$374K - $387K
|
292K
$7.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-16.2K- 7.77% |
$401K - $416K
|
193K
$4.9M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.3K- 0.44% |
$404K - $419K
|
3.72M
$94.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.7K- 5.92% |
$438K - $454K
|
282K
$7.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-18.2K- 28.71% |
$449K - $465K
|
45.1K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-18.2K- 39.22% |
$450K - $466K
|
28.2K
$717K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.7K- 1.05% |
$462K - $479K
|
1.76M
$44.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-18.8K- 30.85% |
$466K - $483K
|
42.2K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-19.8K- 6.64% |
$490K - $508K
|
279K
$7.09M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-20.6K- 8.94% |
$508K - $527K
|
209K
$5.32M
|