Latest Institutional Transactions on Spdr Portfolio Aggregate Bond (SPAB)
This table provides information on the latest institutional transactions involving Spdr Portfolio Aggregate Bond (SPAB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.78K- 4.44% |
$44.2K - $46.8K
|
38.3K
$973K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9.15KNew |
$228K - $241K
|
9.15K
$233K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
5.44K+ 2.28% |
$135K - $143K
|
244K
$6.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
82.8K+ 23.02% |
$2.06M - $2.18M
|
443K
$11.2M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17.7KNew |
$434K - $447K
|
17.7K
$450K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-350K- 41.18% |
$8.59M - $8.85M
|
500K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-405- 3.97% |
$9.94K - $10.2K
|
9.8K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3+ 1.22% |
$73.6 - $75.8
|
249
$6.33K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-26Closed |
$638 - $657
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-710- 6.58% |
$17.4K - $17.9K
|
10.1K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.29KNew |
$31.6K - $32.6K
|
1.29K
$32.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
201+ 1827.27% |
$4.93K - $5.08K
|
212
$5.39K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
517New |
$12.7K - $13.1K
|
517
$13.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.04K- 17.8% |
$74.7K - $77K
|
14.1K
$357K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.44K- 20.21% |
$59.9K - $61.7K
|
9.64K
$245K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
30.7K+ 1.9% |
$753K - $775K
|
1.64M
$41.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
12.9KNew |
$317K - $326K
|
12.9K
$328K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
35.4K+ 6.04% |
$869K - $895K
|
621K
$15.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.24KNew |
$54.9K - $56.6K
|
2.24K
$56.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-718- 82.43% |
$17.6K - $18.2K
|
153
$3.89K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
122+ 1.19% |
$2.99K - $3.08K
|
10.4K
$265K
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-34.3K- 3.34% |
$843K - $868K
|
993K
$25.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
279New |
$6.85K - $7.05K
|
279
$7.09K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
16New |
$393 - $404
|
16
$407
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
8New |
$196 - $202
|
8
$203
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-483- 85.19% |
$11.9K - $12.2K
|
84
$2.14K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4New |
$98.2 - $101
|
4
$102
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.52KNew |
$37.3K - $38.5K
|
1.52K
$38.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
62K+ 10.95% |
$1.52M - $1.57M
|
629K
$16M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
32.9KNew |
$807K - $832K
|
32.9K
$836K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
50New |
$1.23K - $1.26K
|
50
$1.27K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
264New |
$6.48K - $6.67K
|
264
$6.71K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
19.8KNew |
$486K - $501K
|
19.8K
$503K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
32+ 0.09% |
$785 - $809
|
36K
$914K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
965New |
$23.7K - $24.4K
|
965
$24.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
6.04KNew |
$148K - $153K
|
6.04K
$153K
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-50.4K- 74.5% |
$1.24M - $1.27M
|
17.3K
$439K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-120- 5.3% |
$2.94K - $3.03K
|
2.14K
$54.5K
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-75Closed |
$1.87K - $1.93K
|
0
$0
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
109New |
$2.72K - $2.8K
|
109
$2.77K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-34.2K- 54.32% |
$856K - $879K
|
28.8K
$732K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.1KNew |
$303K - $311K
|
12.1K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-6.14K- 37.63% |
$153K - $158K
|
10.2K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.85KNew |
$71.2K - $73.1K
|
2.85K
$72.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.5K+ 4.03% |
$587K - $603K
|
606K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.8K- 12.75% |
$294K - $302K
|
80.5K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11.7KNew |
$293K - $301K
|
11.7K
$298K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.78K- 8.77% |
$44.4K - $45.6K
|
18.5K
$469K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
294KNew |
$7.34M - $7.54M
|
294K
$7.47M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-24K- 44.78% |
$599K - $615K
|
29.6K
$752K
|
|