Purchases and Sales Made in Q4 2025 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
295K+ 11.8% |
$7.61M - $7.72M
|
2.8M
$72.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
285K+ 37.39% |
$7.33M - $7.44M
|
1.05M
$27M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
264K+ 24.56% |
$6.79M - $6.88M
|
1.34M
$34.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
108K+ 1.55% |
$2.78M - $2.82M
|
7.08M
$183M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
107K+ 5.21% |
$2.75M - $2.79M
|
2.15M
$55.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
102K+ 15.91% |
$2.62M - $2.66M
|
743K
$19.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
94.3K+ 10.35% |
$2.43M - $2.46M
|
1.01M
$25.9M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
93.2K+ 90.56% |
$2.4M - $2.43M
|
196K
$5.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
89.8K+ 23.53% |
$2.31M - $2.34M
|
471K
$12.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
87.3K+ 12.8% |
$2.25M - $2.28M
|
769K
$19.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
54K+ 1.48% |
$1.39M - $1.41M
|
3.7M
$95.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
47.6K+ 23.42% |
$1.23M - $1.24M
|
251K
$6.47M
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40.9K+ 141.22% |
$1.05M - $1.07M
|
69.9K
$1.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
40.5K+ 3.56% |
$1.04M - $1.06M
|
1.18M
$30.4M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
33.7K+ 10.56% |
$867K - $880K
|
353K
$9.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
32.4KNew |
$835K - $847K
|
32.4K
$836K
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
32K+ 3.56% |
$825K - $837K
|
932K
$24M
|
|
|
Jan 15, 2026
Q4 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
30.6K+ 7.19% |
$787K - $798K
|
455K
$11.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
28.2KNew |
$726K - $736K
|
28.2K
$727K
|
|
|
Jan 20, 2026
Q4 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
28K+ 32.88% |
$722K - $733K
|
113K
$2.92M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.5K+ 9.37% |
$682K - $692K
|
309K
$7.98M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.4K+ 4.99% |
$654K - $663K
|
534K
$13.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
23.4KNew |
$601K - $610K
|
23.4K
$602K
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
23.3K+ 8.53% |
$600K - $609K
|
297K
$7.65M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
21.6K+ 6.84% |
$557K - $565K
|
338K
$8.71M
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
20.3K+ 12.12% |
$522K - $530K
|
187K
$4.84M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
19.3K+ 23.7% |
$498K - $505K
|
101K
$2.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18.2K+ 18.75% |
$468K - $475K
|
115K
$2.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17.8KNew |
$459K - $466K
|
17.8K
$460K
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
17.7K+ 31.95% |
$456K - $463K
|
73.2K
$1.89M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
16.8K+ 205.61% |
$433K - $439K
|
25K
$645K
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
16.4K+ 1.31% |
$422K - $428K
|
1.27M
$32.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.9K+ 11.13% |
$331K - $336K
|
128K
$3.31M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
12.2KNew |
$313K - $318K
|
12.2K
$314K
|
|
|
Jan 21, 2026
Q4 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
10.6K+ 2.87% |
$274K - $278K
|
381K
$9.82M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$266K - $269K
|
10.3K
$266K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
10K+ 96.61% |
$257K - $261K
|
20.3K
$525K
|
|
|
Jan 21, 2026
Q4 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
9.91K+ 3.05% |
$255K - $259K
|
335K
$8.63M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.09K+ 9.25% |
$234K - $237K
|
107K
$2.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.95KNew |
$230K - $234K
|
8.95K
$231K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.16KNew |
$210K - $213K
|
8.16K
$210K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
7.43K+ 11.99% |
$191K - $194K
|
69.4K
$1.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
5.9K+ 54.47% |
$152K - $154K
|
16.7K
$431K
|
|
|
Jan 23, 2026
Q4 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.79K+ 17.1% |
$149K - $151K
|
39.7K
$1.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.6K+ 1.47% |
$118K - $120K
|
318K
$8.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.19K+ 45.05% |
$108K - $109K
|
13.5K
$348K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.16K+ 18.22% |
$107K - $109K
|
27K
$696K
|
|
|
Jan 21, 2026
Q4 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
3.6K+ 16.94% |
$92.8K - $94.1K
|
24.9K
$642K
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.28K+ 2.24% |
$84.4K - $85.6K
|
150K
$3.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
BUY
|
- |
2.72K+ 0.83% |
$69.9K - $70.9K
|
331K
$8.53M
|
|