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 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 0.99% |
$150 - $154
|
611
$15.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
5+ 0.03% |
$125 - $128
|
18.4K
$479K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 62.5% |
$125 - $128
|
13
$339
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
4+ 15.38% |
$99.9 - $103
|
30
$782
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
4+ 0.82% |
$99.9 - $103
|
489
$12.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.1% |
$99.9 - $103
|
367
$9.57K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 1.09% |
$74.9 - $77
|
278
$7.25K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2+ 0.0% |
$50 - $51.3
|
84.1K
$2.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-20- 0.2% |
$500 - $513
|
9.95K
$259K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-25- 1.22% |
$625 - $642
|
2.03K
$52.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-29- 0.25% |
$724 - $744
|
11.7K
$304K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-36- 0.99% |
$899 - $924
|
3.61K
$94.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-37- 3.97% |
$924 - $949
|
895
$23.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-39- 0.54% |
$974 - $1K
|
7.17K
$187K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-50- 5.26% |
$1.25K - $1.28K
|
901
$23.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-61- 0.15% |
$1.52K - $1.57K
|
41.6K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-65- 17.71% |
$1.62K - $1.67K
|
302
$7.87K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-117- 0.04% |
$2.92K - $3K
|
306K
$7.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-122- 0.68% |
$3.05K - $3.13K
|
17.7K
$461K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-124- 1.15% |
$3.1K - $3.18K
|
10.6K
$277K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-176- 4.86% |
$4.4K - $4.52K
|
3.45K
$89.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-178- 2.65% |
$4.45K - $4.57K
|
6.55K
$171K
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-239- 0.25% |
$5.97K - $6.13K
|
93.7K
$2.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-243- 1.38% |
$6.07K - $6.24K
|
17.4K
$453K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-253- 0.69% |
$6.32K - $6.49K
|
36.6K
$953K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-269- 18.27% |
$6.72K - $6.9K
|
1.2K
$31.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-272- 1.04% |
$6.79K - $6.98K
|
25.8K
$672K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-275- 2.5% |
$6.87K - $7.06K
|
10.7K
$279K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-282- 1.75% |
$7.04K - $7.24K
|
15.8K
$412K
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-301- 0.07% |
$7.52K - $7.72K
|
412K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-316- 99.68% |
$7.89K - $8.11K
|
1
$26.1
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-350- 3.31% |
$8.74K - $8.98K
|
10.2K
$266K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-370- 3.27% |
$9.24K - $9.49K
|
10.9K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-437- 0.23% |
$10.9K - $11.2K
|
191K
$4.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-443- 0.16% |
$11.1K - $11.4K
|
285K
$7.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-445- 79.75% |
$11.1K - $11.4K
|
113
$2.95K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-513- 2.34% |
$12.8K - $13.2K
|
21.4K
$558K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-517- 3.69% |
$12.9K - $13.3K
|
13.5K
$352K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-559- 4.05% |
$14K - $14.3K
|
13.2K
$345K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-563- 21.51% |
$14.1K - $14.4K
|
2.05K
$53.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-589- 0.13% |
$14.7K - $15.1K
|
447K
$11.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-623- 12.69% |
$15.6K - $16K
|
4.29K
$112K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-637- 4.15% |
$15.9K - $16.3K
|
14.7K
$383K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-671- 0.51% |
$16.8K - $17.2K
|
130K
$3.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-764- 2.33% |
$19.1K - $19.6K
|
32.1K
$836K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-766- 3.14% |
$19.1K - $19.7K
|
23.6K
$616K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-780- 27.38% |
$19.5K - $20K
|
2.07K
$53.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-796- 5.3% |
$19.9K - $20.4K
|
14.2K
$371K
|