Purchases and Sales Made in Q2 2025 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.74MNew |
$43.5M - $44.7M
|
1.74M
$44.3M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
328K+ 64.22% |
$8.18M - $8.41M
|
838K
$21.3M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
168K+ 241.8% |
$4.19M - $4.31M
|
237K
$6.04M
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
111K+ 443.89% |
$2.78M - $2.86M
|
136K
$3.47M
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
111K+ 9.96% |
$2.77M - $2.84M
|
1.22M
$31.1M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
61.2K+ 718.42% |
$1.53M - $1.57M
|
69.7K
$1.77M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
28.3KNew |
$707K - $727K
|
28.3K
$720K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
27.7K+ 15.63% |
$693K - $712K
|
205K
$5.22M
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
24.7KNew |
$617K - $634K
|
24.7K
$628K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
23K+ 12.9% |
$575K - $591K
|
202K
$5.13M
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
20.1K+ 31.19% |
$502K - $516K
|
84.6K
$2.15M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15.3K+ 4.62% |
$381K - $391K
|
345K
$8.78M
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
14.5KNew |
$363K - $373K
|
14.5K
$369K
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
14.2K+ 1.65% |
$356K - $365K
|
877K
$22.3M
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
9.3KNew |
$232K - $239K
|
9.3K
$236K
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.37K+ 1447.58% |
$209K - $215K
|
8.95K
$227K
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
7.92KNew |
$198K - $203K
|
7.92K
$201K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.38K+ 15.61% |
$109K - $112K
|
32.5K
$825K
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.13K+ 10.85% |
$103K - $106K
|
42.2K
$1.07M
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.75K+ 15.05% |
$93.7K - $96.3K
|
28.7K
$730K
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
2.82K+ 0.95% |
$70.4K - $72.4K
|
299K
$7.6M
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.03K+ 0.36% |
$50.8K - $52.1K
|
574K
$14.6M
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
1.93K+ 0.31% |
$48.1K - $49.4K
|
615K
$15.6M
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.48K+ 6.25% |
$37K - $38.1K
|
25.2K
$641K
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
660+ 0.58% |
$16.5K - $16.9K
|
114K
$2.9M
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
322+ 3.37% |
$8.04K - $8.26K
|
9.87K
$251K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
183+ 0.28% |
$4.57K - $4.7K
|
66.2K
$1.68M
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
77+ 0.76% |
$1.92K - $1.98K
|
10.2K
$261K
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
73+ 0.72% |
$1.82K - $1.87K
|
10.2K
$260K
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 1.09% |
$74.9 - $77
|
278
$7.07K
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2+ 0.0% |
$50 - $51.3
|
84.1K
$2.14M
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-61- 0.15% |
$1.52K - $1.57K
|
41.6K
$1.06M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-65- 17.71% |
$1.62K - $1.67K
|
302
$7.68K
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-117- 0.04% |
$2.92K - $3K
|
306K
$7.78M
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-124- 1.15% |
$3.1K - $3.18K
|
10.6K
$270K
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-637- 4.15% |
$15.9K - $16.3K
|
14.7K
$374K
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-671- 0.51% |
$16.8K - $17.2K
|
130K
$3.3M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-915- 0.97% |
$22.9K - $23.5K
|
93.4K
$2.37M
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.17K- 1.58% |
$29.2K - $30K
|
72.8K
$1.85M
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.33K- 7.52% |
$33.1K - $34.1K
|
16.3K
$415K
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.78K- 1.18% |
$44.5K - $45.7K
|
149K
$3.78M
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-1.78K- 0.84% |
$44.5K - $45.7K
|
211K
$5.37M
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.95K- 2.29% |
$48.8K - $50.1K
|
83.3K
$2.12M
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-2.16K- 7.49% |
$54K - $55.5K
|
26.7K
$680K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.24K- 7.53% |
$55.9K - $57.4K
|
27.5K
$698K
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.77K- 4.49% |
$69.1K - $70.9K
|
58.9K
$1.5M
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-2.77K- 5.09% |
$69.3K - $71.2K
|
51.7K
$1.32M
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.02K- 3.46% |
$75.5K - $77.5K
|
84.2K
$2.14M
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-3.06K- 1.05% |
$76.5K - $78.6K
|
289K
$7.35M
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.89K- 9.21% |
$97.2K - $99.8K
|
38.3K
$975K
|