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 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-21.6K- 10.84% |
$534K - $553K
|
178K
$4.52M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-21.9K- 27.24% |
$542K - $562K
|
58.6K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-22.1K- 17.12% |
$547K - $566K
|
107K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-22.5K- 5.04% |
$556K - $576K
|
423K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-22.6K- 13.06% |
$559K - $579K
|
151K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-24.5K- 4.21% |
$606K - $628K
|
558K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-27.4K- 18.21% |
$676K - $701K
|
123K
$3.13M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-27.4K- 28.74% |
$679K - $703K
|
68.1K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-27.5K- 45.36% |
$679K - $703K
|
33.1K
$841K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-31K- 9.17% |
$767K - $794K
|
307K
$7.81M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-31.6K- 7.22% |
$780K - $809K
|
405K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-33.1K- 67.13% |
$819K - $849K
|
16.2K
$412K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-34K- 4.41% |
$842K - $872K
|
738K
$18.8M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-35.1K- 35.07% |
$869K - $900K
|
65K
$1.65M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-35.4K- 13.77% |
$876K - $908K
|
222K
$5.64M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-36.8K- 23.83% |
$911K - $944K
|
118K
$3M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-40.1K- 5.49% |
$992K - $1.03M
|
690K
$17.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-40.4K- 3.72% |
$999K - $1.03M
|
1.05M
$26.6M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-43.1K- 8.15% |
$1.07M - $1.1M
|
486K
$12.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-44.7K- 33.8% |
$1.11M - $1.15M
|
87.6K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-45.9K- 9.25% |
$1.14M - $1.18M
|
450K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-47.7K- 12.92% |
$1.18M - $1.22M
|
322K
$8.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-52.5K- 14.27% |
$1.3M - $1.34M
|
315K
$8.02M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-54.2K- 2.97% |
$1.34M - $1.39M
|
1.77M
$45M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-54.2K- 2.16% |
$1.34M - $1.39M
|
2.45M
$62.3M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-56.4K- 42.7% |
$1.39M - $1.44M
|
75.7K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-57.8K- 12.32% |
$1.43M - $1.48M
|
411K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-58.8K- 5.97% |
$1.45M - $1.51M
|
927K
$23.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-58.8K- 5.5% |
$1.45M - $1.51M
|
1.01M
$25.7M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-59.9K- 14.37% |
$1.48M - $1.53M
|
357K
$9.07M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-64.7K- 6.97% |
$1.6M - $1.66M
|
863K
$21.9M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-66.5K- 3.13% |
$1.64M - $1.7M
|
2.06M
$52.3M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-81.4K- 29.69% |
$2.01M - $2.09M
|
193K
$4.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-86.1K- 10.73% |
$2.13M - $2.21M
|
716K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-87.6K- 5.72% |
$2.17M - $2.24M
|
1.44M
$36.7M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-90.4K- 7.46% |
$2.23M - $2.32M
|
1.12M
$28.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-100K- 9.49% |
$2.47M - $2.56M
|
954K
$24.3M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-103K- 73.61% |
$2.54M - $2.63M
|
36.8K
$936K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-116K- 19.83% |
$2.88M - $2.98M
|
471K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-128K- 40.1% |
$3.18M - $3.29M
|
192K
$4.88M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-144K- 6.56% |
$3.56M - $3.69M
|
2.05M
$52.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-164K- 15.11% |
$4.06M - $4.21M
|
923K
$23.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-185K- 7.67% |
$4.57M - $4.73M
|
2.22M
$56.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-194K- 79.65% |
$4.81M - $4.98M
|
49.7K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-208K- 89.24% |
$5.15M - $5.33M
|
25.1K
$638K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-213K- 89.03% |
$5.27M - $5.46M
|
26.2K
$667K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-281K- 6.46% |
$6.95M - $7.2M
|
4.07M
$104M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-287K- 91.93% |
$7.1M - $7.35M
|
25.2K
$640K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-304K- 8.97% |
$7.52M - $7.79M
|
3.09M
$78.5M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-342K- 31.11% |
$8.45M - $8.75M
|
756K
$19.2M
|