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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
9.88K+ 12.8% |
$249K - $257K
|
87.1K
$2.27M
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
7.79KNew |
$196K - $202K
|
7.79K
$203K
|
|
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.83K+ 5.17% |
$122K - $125K
|
98.2K
$2.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.81K+ 17.53% |
$121K - $125K
|
32.3K
$841K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.52K+ 1.48% |
$114K - $118K
|
310K
$8.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
4.29K+ 7.74% |
$108K - $111K
|
59.7K
$1.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.26K+ 7.24% |
$107K - $111K
|
63.1K
$1.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.98K+ 7.45% |
$100K - $103K
|
57.4K
$1.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
3.76K+ 4.47% |
$94.7K - $97.6K
|
87.9K
$2.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
3.75K+ 14.6% |
$94.6K - $97.5K
|
29.5K
$768K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.74K+ 7.24% |
$94.4K - $97.3K
|
55.5K
$1.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.48K+ 9.51% |
$87.8K - $90.5K
|
40.1K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.45K+ 3.06% |
$86.9K - $89.6K
|
116K
$3.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.39K+ 69.29% |
$85.4K - $88.1K
|
8.28K
$216K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
2.8K+ 4.55% |
$70.6K - $72.8K
|
64.3K
$1.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.31K+ 7.27% |
$58.2K - $60K
|
34K
$888K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.84K+ 8.97% |
$46.3K - $47.7K
|
22.3K
$581K
|
|
|
Oct 08, 2025
Q3 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.53K+ 16.41% |
$38.5K - $39.7K
|
10.8K
$282K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.52K+ 8.74% |
$38.2K - $39.4K
|
18.9K
$492K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.43K+ 0.5% |
$36.1K - $37.2K
|
287K
$7.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.28K+ 6.81% |
$32.4K - $33.4K
|
20.1K
$525K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.28K+ 1.51% |
$32.1K - $33.1K
|
85.6K
$2.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.26K+ 6.77% |
$31.8K - $32.8K
|
19.9K
$519K
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
1.2K+ 5.95% |
$30.1K - $31.1K
|
21.3K
$555K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.1K+ 2.64% |
$27.7K - $28.6K
|
42.7K
$1.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.01K+ 7.14% |
$25.4K - $26.2K
|
15.1K
$394K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
991New |
$25K - $25.8K
|
991
$25.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
954+ 9.02% |
$24.1K - $24.8K
|
11.5K
$301K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
872+ 2.89% |
$22K - $22.7K
|
31.1K
$811K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
726+ 5.48% |
$18.3K - $18.9K
|
14K
$364K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
696+ 34.3% |
$17.5K - $18.1K
|
2.73K
$71K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
641+ 0.13% |
$16.2K - $16.7K
|
504K
$13.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
555+ 23.83% |
$14K - $14.4K
|
2.88K
$75.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
514+ 0.45% |
$13K - $13.4K
|
114K
$2.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
420+ 5.03% |
$10.6K - $10.9K
|
8.78K
$229K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
412+ 3.62% |
$10.4K - $10.7K
|
11.8K
$307K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
318New |
$8.02K - $8.26K
|
318
$8.29K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
278+ 2.22% |
$7.01K - $7.23K
|
12.8K
$334K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
219+ 0.82% |
$5.52K - $5.69K
|
27K
$703K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
210+ 1.15% |
$5.29K - $5.46K
|
18.5K
$483K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
205+ 0.41% |
$5.17K - $5.33K
|
49.9K
$1.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
200+ 0.65% |
$5.04K - $5.2K
|
31.1K
$811K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
133New |
$3.35K - $3.46K
|
133
$3.47K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
107+ 0.93% |
$2.7K - $2.78K
|
11.6K
$301K
|