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 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-301- 0.07% |
$7.52K - $7.72K
|
412K
$10.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-370- 3.27% |
$9.24K - $9.49K
|
10.9K
$278K
|
|
|
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 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-994- 1.72% |
$24.8K - $25.5K
|
56.9K
$1.45M
|
|
|
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 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.49K- 7.13% |
$62.2K - $63.9K
|
32.5K
$825K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.68K- 0.36% |
$66.8K - $68.6K
|
735K
$18.7M
|
|
|
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
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-6.48K- 17.33% |
$162K - $166K
|
30.9K
$786K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-6.77K- 45.69% |
$169K - $174K
|
8.05K
$205K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-7.43K- 2.07% |
$186K - $191K
|
351K
$8.93M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-10.1K- 8.55% |
$251K - $258K
|
108K
$2.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-27.7K- 55.74% |
$692K - $711K
|
22K
$559K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30.1K- 54.74% |
$752K - $772K
|
24.9K
$633K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-38.2K- 68.78% |
$955K - $981K
|
17.3K
$441K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-41.5K- 39.84% |
$1.04M - $1.07M
|
62.7K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-42.1K- 57.13% |
$1.05M - $1.08M
|
31.6K
$803K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-131K- 3.49% |
$3.28M - $3.36M
|
3.63M
$92.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-173K- 4.24% |
$4.31M - $4.43M
|
3.9M
$99.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-478K- 19.49% |
$11.9M - $12.3M
|
1.97M
$50.2M
|