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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30.1K- 54.74% |
$752K - $772K
|
24.9K
$649K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-30.8K- 96.62% |
$769K - $790K
|
1.08K
$28.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-31.1K- 13.56% |
$776K - $797K
|
198K
$5.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-31.3K- 49.05% |
$783K - $804K
|
32.6K
$849K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-32.7K- 1.39% |
$817K - $840K
|
2.32M
$60.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-35.5K- 10.63% |
$887K - $912K
|
299K
$7.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-38.2K- 68.78% |
$955K - $981K
|
17.3K
$452K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-41.5K- 39.84% |
$1.04M - $1.07M
|
62.7K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-42.1K- 57.13% |
$1.05M - $1.08M
|
31.6K
$823K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-45.1K- 23.34% |
$1.13M - $1.16M
|
148K
$3.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-46.2K- 8.27% |
$1.15M - $1.18M
|
512K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-46.4K- 15.1% |
$1.16M - $1.19M
|
261K
$6.81M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-47.4K- 0.61% |
$1.18M - $1.22M
|
7.72M
$201M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-52.4K- 16.53% |
$1.31M - $1.34M
|
265K
$6.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-55.5K- 28.94% |
$1.39M - $1.42M
|
136K
$3.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-56K- 9.97% |
$1.4M - $1.44M
|
506K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-62.7K- 4.34% |
$1.57M - $1.61M
|
1.38M
$36M
|
|
|
Jul 22, 2025
Q2 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
SELL
|
- |
-75.5K- 17.7% |
$1.89M - $1.94M
|
351K
$9.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-85.6K- 7.63% |
$2.14M - $2.2M
|
1.04M
$27M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-108K- 22.28% |
$2.7M - $2.78M
|
378K
$9.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-118K- 3.83% |
$2.95M - $3.03M
|
2.97M
$77.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-119K- 9.8% |
$2.98M - $3.06M
|
1.1M
$28.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-127K- 7.19% |
$3.16M - $3.25M
|
1.63M
$42.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-131K- 3.49% |
$3.28M - $3.36M
|
3.63M
$94.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-138K- 13.68% |
$3.46M - $3.55M
|
873K
$22.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-142K- 5.79% |
$3.54M - $3.64M
|
2.31M
$60.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-160K- 7.73% |
$4M - $4.11M
|
1.91M
$49.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-173K- 4.24% |
$4.31M - $4.43M
|
3.9M
$102M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-175K- 92.45% |
$4.37M - $4.49M
|
14.3K
$373K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-182K- 24.1% |
$4.55M - $4.68M
|
574K
$15M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-186K- 65.81% |
$4.63M - $4.76M
|
96.4K
$2.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-190K- 96.49% |
$4.74M - $4.87M
|
6.91K
$180K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-206K- 94.27% |
$5.15M - $5.29M
|
12.5K
$327K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-275K- 2.42% |
$6.87M - $7.06M
|
11.1M
$289M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-284K- 76.33% |
$7.09M - $7.28M
|
88K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-386K- 26.24% |
$9.63M - $9.89M
|
1.08M
$28.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-388K- 94.43% |
$9.7M - $9.97M
|
22.9K
$598K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-391K- 8.12% |
$9.78M - $10M
|
4.43M
$115M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-440K- 38.24% |
$11M - $11.3M
|
711K
$18.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-464K- 77.22% |
$11.6M - $11.9M
|
137K
$3.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-478K- 19.49% |
$11.9M - $12.3M
|
1.97M
$51.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-488K- 58.38% |
$12.2M - $12.5M
|
348K
$9.07M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-547K- 23.96% |
$13.7M - $14M
|
1.74M
$45.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-714K- 97.46% |
$17.8M - $18.3M
|
18.6K
$485K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-822K- 97.97% |
$20.5M - $21.1M
|
17K
$443K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-879K- 3.81% |
$22M - $22.5M
|
22.2M
$578M
|