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 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
47New |
$1.18K - $1.22K
|
47
$1.23K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
25New |
$630 - $650
|
25
$652
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
12+ 0.05% |
$303 - $312
|
23.3K
$607K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
9+ 0.06% |
$227 - $234
|
15.8K
$412K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 0.1% |
$176 - $182
|
7K
$182K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6+ 0.95% |
$151 - $156
|
639
$16.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 0.98% |
$151 - $156
|
617
$16.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5+ 0.02% |
$126 - $130
|
25.8K
$672K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
5+ 1.02% |
$126 - $130
|
494
$12.9K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 1.08% |
$75.6 - $78
|
281
$7.33K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-10- 1.56% |
$252 - $260
|
633
$16.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-13- 0.09% |
$328 - $338
|
14.7K
$383K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-91- 0.28% |
$2.29K - $2.37K
|
32.4K
$844K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-100- 0.14% |
$2.52K - $2.6K
|
72.7K
$1.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-101- 0.08% |
$2.55K - $2.62K
|
119K
$3.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-118- 0.21% |
$2.97K - $3.07K
|
56.8K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-167- 0.44% |
$4.21K - $4.34K
|
38.2K
$995K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-278- 3.45% |
$7.01K - $7.23K
|
7.77K
$203K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-339- 2.65% |
$8.55K - $8.81K
|
12.4K
$324K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-381- 0.66% |
$9.61K - $9.9K
|
57.7K
$1.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-392- 3.36% |
$9.88K - $10.2K
|
11.3K
$294K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-444- 3.06% |
$11.2K - $11.5K
|
14.1K
$367K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-613- 3.92% |
$15.5K - $15.9K
|
15K
$391K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-714- 1.14% |
$18K - $18.6K
|
62K
$1.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-758- 0.25% |
$19.1K - $19.7K
|
298K
$7.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-761- 1.24% |
$19.2K - $19.8K
|
60.7K
$1.58M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-849- 0.4% |
$21.4K - $22.1K
|
210K
$5.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-894- 0.32% |
$22.5K - $23.2K
|
283K
$7.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-901- 3.81% |
$22.7K - $23.4K
|
22.7K
$592K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-975- 90.45% |
$24.6K - $25.3K
|
103
$2.69K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.05K- 3.23% |
$26.4K - $27.2K
|
31.4K
$819K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.22K- 6.89% |
$30.7K - $31.7K
|
16.5K
$429K
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.31K- 13.3% |
$33.1K - $34.1K
|
8.55K
$223K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.34K- 14.48% |
$33.8K - $34.9K
|
7.92K
$206K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.35K- 12.43% |
$34K - $35K
|
9.49K
$247K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.43K- 1.95% |
$36.1K - $37.2K
|
71.9K
$1.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.62K- 5.14% |
$40.9K - $42.1K
|
29.9K
$781K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.64K- 15.82% |
$41.4K - $42.7K
|
8.74K
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.05K- 6.4% |
$51.7K - $53.3K
|
30K
$782K
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.21K- 2.73% |
$55.7K - $57.4K
|
78.8K
$2.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2.37K- 52.39% |
$59.7K - $61.6K
|
2.15K
$56.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.69K- 16.74% |
$67.7K - $69.8K
|
13.4K
$348K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.04K- 5.58% |
$76.7K - $79.1K
|
51.5K
$1.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-3.2K- 2.46% |
$80.6K - $83.1K
|
127K
$3.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.52K- 4.17% |
$88.6K - $91.4K
|
80.7K
$2.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-3.54K- 63.02% |
$89.3K - $92K
|
2.08K
$54.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.91K- 2.85% |
$98.5K - $102K
|
133K
$3.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-4.81K- 8.65% |
$121K - $125K
|
50.8K
$1.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-4.96K- 34.71% |
$125K - $129K
|
9.33K
$243K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-5.03K- 23.11% |
$127K - $131K
|
16.7K
$436K
|