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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-824- 1.3% |
$20.6K - $21.1K
|
62.7K
$1.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-834- 9.05% |
$20.8K - $21.4K
|
8.39K
$219K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-890- 7.76% |
$22.2K - $22.8K
|
10.6K
$276K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-900- 0.84% |
$22.5K - $23.1K
|
107K
$2.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-915- 0.97% |
$22.9K - $23.5K
|
93.4K
$2.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-925- 1.32% |
$23.1K - $23.7K
|
69K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-994- 1.72% |
$24.8K - $25.5K
|
56.9K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.09K- 1.47% |
$27.3K - $28K
|
73.3K
$1.91M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.17K- 1.58% |
$29.2K - $30K
|
72.8K
$1.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.27K- 12.83% |
$31.6K - $32.5K
|
8.61K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.31K- 1.66% |
$32.6K - $33.5K
|
77.2K
$2.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.33K- 7.52% |
$33.1K - $34.1K
|
16.3K
$425K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.44K- 8.87% |
$35.9K - $36.9K
|
14.8K
$385K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.54K- 12.1% |
$38.4K - $39.4K
|
11.2K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.61K- 1.31% |
$40.1K - $41.2K
|
121K
$3.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.73K- 15.65% |
$43.1K - $44.3K
|
9.3K
$242K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.78K- 1.18% |
$44.5K - $45.7K
|
149K
$3.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-1.78K- 0.84% |
$44.5K - $45.7K
|
211K
$5.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.8K- 2.74% |
$44.9K - $46.1K
|
63.8K
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.82K- 13.53% |
$45.4K - $46.6K
|
11.6K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.82K- 1.93% |
$45.5K - $46.8K
|
92.7K
$2.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.95K- 2.29% |
$48.8K - $50.1K
|
83.3K
$2.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 1.54% |
$49K - $50.3K
|
126K
$3.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-2.04K- 0.65% |
$51K - $52.4K
|
313K
$8.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-2.16K- 7.49% |
$54K - $55.5K
|
26.7K
$697K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.24K- 7.53% |
$55.9K - $57.4K
|
27.5K
$716K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.32K- 20.78% |
$58K - $59.6K
|
8.85K
$231K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.37K- 5.95% |
$59.2K - $60.8K
|
37.4K
$976K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.37K- 1.11% |
$59.2K - $60.8K
|
211K
$5.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.48K- 16.78% |
$62.1K - $63.7K
|
12.3K
$321K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.49K- 7.13% |
$62.2K - $63.9K
|
32.5K
$846K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-2.54K- 7.95% |
$63.4K - $65.2K
|
29.4K
$766K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.59K- 0.61% |
$64.6K - $66.4K
|
420K
$11M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.63K- 3.14% |
$65.6K - $67.4K
|
81K
$2.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.68K- 0.36% |
$66.8K - $68.6K
|
735K
$19.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.72K- 17.56% |
$68K - $69.8K
|
12.8K
$333K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.76K- 1.32% |
$68.9K - $70.8K
|
207K
$5.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.77K- 4.49% |
$69.1K - $70.9K
|
58.9K
$1.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-2.77K- 5.09% |
$69.3K - $71.2K
|
51.7K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.02K- 3.46% |
$75.5K - $77.5K
|
84.2K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-3.06K- 1.05% |
$76.5K - $78.6K
|
289K
$7.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.11K- 0.15% |
$77.6K - $79.7K
|
2.05M
$53.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-3.11K- 4.36% |
$77.8K - $79.9K
|
68.3K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.2K- 9.08% |
$79.9K - $82.1K
|
32K
$835K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.46K- 9.8% |
$86.5K - $88.9K
|
31.9K
$831K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.66K- 1.9% |
$91.3K - $93.8K
|
189K
$4.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.72K- 5.86% |
$93K - $95.5K
|
59.8K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.89K- 9.21% |
$97.2K - $99.8K
|
38.3K
$1M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.95K- 1.2% |
$98.6K - $101K
|
325K
$8.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.02K- 45.1% |
$100K - $103K
|
4.89K
$128K
|