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 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-104K- 68.78% |
$2.63M - $2.71M
|
47.3K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-125K- 7.19% |
$3.16M - $3.26M
|
1.62M
$41.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-138K- 69.61% |
$3.47M - $3.58M
|
60.2K
$1.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-188K- 93.38% |
$4.73M - $4.88M
|
13.3K
$343K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-204K- 10.31% |
$5.13M - $5.29M
|
1.77M
$45.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-218K- 96.39% |
$5.5M - $5.68M
|
8.18K
$211K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-229K- 88.78% |
$5.78M - $5.96M
|
29K
$746K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-260K- 41.5% |
$6.56M - $6.76M
|
367K
$9.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-329K- 93.62% |
$8.29M - $8.54M
|
22.4K
$577K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-683K- 6.15% |
$17.2M - $17.8M
|
10.4M
$268M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.4M- 97.25% |
$35.2M - $36.3M
|
39.5K
$1.02M
|