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 13, 2025
Q2 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-4.21K- 3.02% |
$105K - $108K
|
135K
$3.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-4.24K- 17.16% |
$106K - $109K
|
20.5K
$533K
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-4.24K- 2.2% |
$106K - $109K
|
188K
$4.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.3K- 6.32% |
$107K - $110K
|
63.7K
$1.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-4.5K- 11.61% |
$112K - $115K
|
34.3K
$893K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-4.65K- 2.18% |
$116K - $119K
|
209K
$5.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-4.7K- 8.65% |
$117K - $121K
|
49.7K
$1.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-4.81K- 2.77% |
$120K - $123K
|
168K
$4.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-4.99K- 18.66% |
$125K - $128K
|
21.8K
$567K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-5.02K- 27.53% |
$125K - $129K
|
13.2K
$344K
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-5.28K- 5.42% |
$132K - $136K
|
92.3K
$2.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5.46K- 60.15% |
$136K - $140K
|
3.62K
$94.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-5.81K- 74.12% |
$145K - $149K
|
2.03K
$52.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-6.48K- 17.33% |
$162K - $166K
|
30.9K
$806K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-6.77K- 45.69% |
$169K - $174K
|
8.05K
$210K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-6.96K- 33.12% |
$174K - $179K
|
14.1K
$366K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-7.43K- 2.07% |
$186K - $191K
|
351K
$9.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.01K- 1.57% |
$200K - $206K
|
504K
$13.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-8.16K- 11.73% |
$204K - $209K
|
61.4K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.48K- 6.8% |
$212K - $218K
|
116K
$3.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-8.5K- 13.07% |
$212K - $218K
|
56.5K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-8.87K- 32.03% |
$222K - $228K
|
18.8K
$491K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-9.34K- 14.38% |
$233K - $240K
|
55.6K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-9.73K- 0.73% |
$243K - $250K
|
1.31M
$34.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.78K- 7.74% |
$244K - $251K
|
117K
$3.04M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-9.81K- 2.47% |
$245K - $252K
|
387K
$10.1M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-10.1K- 8.55% |
$251K - $258K
|
108K
$2.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-10.8K- 3.41% |
$270K - $277K
|
306K
$7.98M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-11.3K- 2.92% |
$282K - $290K
|
376K
$9.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-11.8K- 3.27% |
$294K - $302K
|
349K
$9.09M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.2K- 6.41% |
$355K - $365K
|
208K
$5.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-17.1K- 29.21% |
$427K - $439K
|
41.5K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-17.4K- 5.99% |
$434K - $446K
|
273K
$7.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-18.5K- 20.41% |
$461K - $474K
|
72K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-18.9K- 2.74% |
$471K - $484K
|
671K
$17.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-18.9K- 17.7% |
$473K - $486K
|
88K
$2.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-19.2K- 5.39% |
$480K - $493K
|
337K
$8.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-20K- 4.95% |
$501K - $514K
|
385K
$10M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-20.4K- 29.44% |
$509K - $523K
|
48.9K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-21.8K- 2.35% |
$543K - $558K
|
905K
$23.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.9K- 3.0% |
$572K - $588K
|
742K
$19.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-23K- 16.55% |
$574K - $590K
|
116K
$3.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-23.1K- 29.7% |
$576K - $591K
|
54.6K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-23.5K- 3.28% |
$587K - $603K
|
693K
$18.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-26.8K- 46.52% |
$669K - $687K
|
30.8K
$802K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-27.6K- 7.83% |
$690K - $708K
|
325K
$8.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-27.7K- 55.74% |
$692K - $711K
|
22K
$573K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-29K- 72.8% |
$725K - $744K
|
10.8K
$283K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-29.9K- 8.34% |
$747K - $767K
|
329K
$8.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30K- 30.35% |
$749K - $770K
|
68.8K
$1.79M
|