Purchases and Sales Made in Q3 2025 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.97MNew |
$176M - $181M
|
6.97M
$182M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.53M+ 12.11% |
$38.6M - $39.8M
|
14.2M
$369M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
542K+ 5.14% |
$13.7M - $14.1M
|
11.1M
$289M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
235K+ 28.08% |
$5.93M - $6.11M
|
1.07M
$28M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
213K+ 6.12% |
$5.37M - $5.53M
|
3.69M
$96.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
203K+ 27.64% |
$5.12M - $5.28M
|
939K
$24.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
121K+ 12.58% |
$3.05M - $3.14M
|
1.08M
$28.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
117K+ 3.95% |
$2.95M - $3.04M
|
3.08M
$80.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
115K+ 624.97% |
$2.9M - $2.99M
|
133K
$3.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
105K+ 9.96% |
$2.66M - $2.74M
|
1.16M
$30.3M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
103KNew |
$2.59M - $2.68M
|
103K
$2.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
98.1K+ 7.77% |
$2.47M - $2.55M
|
1.36M
$35.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
94.8K+ 73.37% |
$2.39M - $2.46M
|
224K
$5.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
87.4K+ 2.91% |
$2.2M - $2.27M
|
3.09M
$80.5M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
74.8K+ 30.65% |
$1.89M - $1.94M
|
319K
$8.31M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
68.3K+ 3.94% |
$1.72M - $1.78M
|
1.8M
$47M
|
|
|
Nov 03, 2025
Q3 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
67.2K+ 5.91% |
$1.69M - $1.75M
|
1.2M
$31.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
44.9K+ 5.53% |
$1.13M - $1.17M
|
858K
$22.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
41.4KNew |
$1.04M - $1.08M
|
41.4K
$1.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
31K+ 1.51% |
$780K - $804K
|
2.08M
$54.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
30.8K+ 26.55% |
$776K - $800K
|
147K
$3.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
29.2K+ 9.77% |
$736K - $759K
|
328K
$8.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
27K+ 4.71% |
$681K - $702K
|
601K
$15.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
25.7K+ 2.1% |
$649K - $669K
|
1.25M
$32.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
25.5K+ 4.14% |
$643K - $663K
|
641K
$16.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
24.7K+ 11.14% |
$622K - $642K
|
246K
$6.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
24.3KNew |
$613K - $632K
|
24.3K
$634K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.9K+ 4.93% |
$602K - $621K
|
508K
$13.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
22.7K+ 2.59% |
$573K - $591K
|
900K
$23.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
22.3K+ 37.51% |
$561K - $578K
|
81.6K
$2.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
22.2K+ 2.38% |
$559K - $576K
|
953K
$24.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
21.6K+ 6.19% |
$544K - $561K
|
370K
$9.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
19.9K+ 30.48% |
$502K - $518K
|
85.3K
$2.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
19.2K+ 4.98% |
$484K - $499K
|
405K
$10.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
18.7K+ 9.3% |
$473K - $487K
|
220K
$5.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
18.7K+ 73.46% |
$471K - $485K
|
44.1K
$1.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
18.5K+ 6.04% |
$466K - $481K
|
325K
$8.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
17.3K+ 11.12% |
$437K - $450K
|
173K
$4.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
17K+ 101.31% |
$430K - $443K
|
33.9K
$883K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.4K+ 0.43% |
$389K - $401K
|
3.64M
$95M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
14K+ 33.17% |
$353K - $364K
|
56.2K
$1.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
13.8K+ 2.08% |
$348K - $359K
|
676K
$17.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.5K+ 54.45% |
$341K - $352K
|
38.4K
$1M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.6K+ 14.99% |
$318K - $328K
|
96.9K
$2.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
9.49K+ 29.48% |
$239K - $247K
|
41.7K
$1.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.24KNew |
$233K - $240K
|
9.24K
$241K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
8.77K+ 3.31% |
$221K - $228K
|
273K
$7.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.4KNew |
$212K - $218K
|
8.4K
$219K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
5.92K+ 1.73% |
$149K - $154K
|
349K
$9.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.95K+ 2.38% |
$125K - $129K
|
213K
$5.54M
|