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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-297- 1.55% |
$7.04K - $7.64K
|
18.8K
$478K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
45.5KNew |
$1.08M - $1.17M
|
45.5K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-28.1K- 43.99% |
$665K - $722K
|
35.7K
$908K
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-5- 0.11% |
$119 - $129
|
4.47K
$114K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.6K+ 0.41% |
$394K - $428K
|
4.07M
$103M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.08K- 7.59% |
$73K - $79.3K
|
37.5K
$953K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
275New |
$6.52K - $7.08K
|
275
$6.99K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-307- 4.35% |
$7.28K - $7.9K
|
6.74K
$171K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.13MNew |
$26.9M - $29.2M
|
1.13M
$28.8M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
81New |
$1.92K - $2.08K
|
81
$2.06K
|
|
| Q3 2023 | |||||||
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
229New |
$5.56K - $5.83K
|
229
$5.82K
|
|
|
Mar 04, 2025
Q3 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
20.9K+ 22.4% |
$507K - $532K
|
114K
$2.9M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-11.5KClosed |
$280K - $294K
|
0
$0
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-623Closed |
$15.1K - $15.9K
|
0
$0
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-166Closed |
$4.03K - $4.23K
|
0
$0
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-23.7K- 26.51% |
$576K - $605K
|
65.8K
$1.67M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-65- 0.69% |
$1.58K - $1.66K
|
9.33K
$237K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-80- 3.72% |
$1.94K - $2.04K
|
2.07K
$52.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.33K+ 13.39% |
$32.4K - $34K
|
11.3K
$287K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-127- 54.98% |
$3.08K - $3.23K
|
104
$2.64K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.3KNew |
$541K - $568K
|
22.3K
$567K
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-9.02K- 34.38% |
$219K - $230K
|
17.2K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
639New |
$15.5K - $16.3K
|
639
$16.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
70New |
$1.7K - $1.78K
|
70
$1.78K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.85% |
$24.3 - $25.5
|
55
$1.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
415KNew |
$10.1M - $10.6M
|
415K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-16.3KClosed |
$396K - $415K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.8KNew |
$311K - $326K
|
12.8K
$326K
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-62- 0.66% |
$1.51K - $1.58K
|
9.34K
$237K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-377- 2.06% |
$9.15K - $9.6K
|
17.9K
$456K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-1.99K- 2.05% |
$48.2K - $50.6K
|
95.1K
$2.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
876+ 35.77% |
$21.3K - $22.3K
|
3.33K
$84.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10.6K- 9.74% |
$257K - $270K
|
98.2K
$2.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-843- 8.98% |
$20.5K - $21.5K
|
8.55K
$217K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.5KNew |
$85K - $89.1K
|
3.5K
$89K
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.51K+ 4.49% |
$85.3K - $89.5K
|
81.7K
$2.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
55.9KNew |
$1.36M - $1.42M
|
55.9K
$1.42M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
345New |
$8.38K - $8.79K
|
345
$8.77K
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
755+ 4.56% |
$18.3K - $19.2K
|
17.3K
$440K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-130- 1.56% |
$3.28K - $3.38K
|
8.2K
$208K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13.6KClosed |
$342K - $353K
|
0
$0
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
44New |
$1.11K - $1.14K
|
44
$1.12K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.07KNew |
$27K - $27.9K
|
1.07K
$27.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
9.28KNew |
$234K - $241K
|
9.28K
$236K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
50KNew |
$1.26M - $1.3M
|
50K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.48MNew |
$37.4M - $38.6M
|
1.48M
$37.7M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-88- 0.47% |
$2.22K - $2.29K
|
18.7K
$477K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
7.9KNew |
$199K - $205K
|
7.9K
$201K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
73.2K+ 10.38% |
$1.85M - $1.9M
|
778K
$19.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
946New |
$23.9K - $24.6K
|
946
$24K
|
|