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 |
|---|---|---|---|---|---|---|---|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.2KNew |
$223K - $238K
|
9.2K
$234K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
9.07KNew |
$220K - $234K
|
9.07K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
621+ 5.65% |
$15.1K - $16.1K
|
11.6K
$295K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.08K- 18.66% |
$50.4K - $53.8K
|
9.07K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-151K- 52.47% |
$3.67M - $3.91M
|
137K
$3.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.51KNew |
$36.7K - $39.1K
|
1.51K
$38.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.38KNew |
$57.8K - $61.6K
|
2.38K
$60.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6New |
$146 - $155
|
6
$153
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
739New |
$17.9K - $19.1K
|
739
$18.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
28.9K+ 41.1% |
$701K - $747K
|
99.2K
$2.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
389+ 100.0% |
$9.43K - $10.1K
|
778
$19.8K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-46- 12.92% |
$1.12K - $1.19K
|
310
$7.88K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
195+ 26.1% |
$4.73K - $5.04K
|
942
$23.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-125- 0.23% |
$3.03K - $3.23K
|
53.7K
$1.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-50.4K- 66.15% |
$1.22M - $1.3M
|
25.8K
$655K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
93.5K+ 1.44% |
$2.27M - $2.42M
|
6.59M
$168M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
85K+ 297.74% |
$2.06M - $2.2M
|
114K
$2.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.97KNew |
$47.7K - $50.8K
|
1.97K
$50K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
9.71KNew |
$235K - $251K
|
9.71K
$247K
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
31.8KNew |
$770K - $821K
|
31.8K
$807K
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
13.8KNew |
$335K - $357K
|
13.8K
$351K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
80+ 0.48% |
$1.94K - $2.07K
|
16.9K
$429K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
84.8KNew |
$2.06M - $2.19M
|
84.8K
$2.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
1.13MNew |
$27.3M - $29.1M
|
1.13M
$28.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
12.6KNew |
$305K - $325K
|
12.6K
$319K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
17.8KNew |
$431K - $459K
|
17.8K
$452K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.89KNew |
$216K - $230K
|
8.89K
$226K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.98MNew |
$48M - $51.2M
|
1.98M
$50.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
190KNew |
$4.6M - $4.9M
|
190K
$4.82M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-162K- 90.93% |
$3.92M - $4.18M
|
16.1K
$409K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
229New |
$5.55K - $5.92K
|
229
$5.82K
|
|
| Q3 2022 | |||||||
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
51.5K+ 27.78% |
$1.27M - $1.39M
|
237K
$6.02M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
140KNew |
$3.48M - $3.79M
|
140K
$3.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
17.2K+ 37.31% |
$425K - $464K
|
63.2K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-26.2K- 13.35% |
$649K - $708K
|
170K
$4.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-41Closed |
$1.01K - $1.11K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-200K- 13.33% |
$4.95M - $5.4M
|
1.3M
$33M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-60- 0.63% |
$1.49K - $1.62K
|
9.45K
$240K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-40.7K- 19.23% |
$1.01M - $1.1M
|
171K
$4.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.76KNew |
$43.6K - $47.5K
|
1.76K
$44.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-120K- 66.62% |
$2.98M - $3.25M
|
60.3K
$1.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-101- 48.79% |
$2.5K - $2.73K
|
106
$2.69K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-6.61K- 55.88% |
$164K - $178K
|
5.22K
$133K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
11.8KNew |
$293K - $319K
|
11.8K
$300K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.27K+ 17.38% |
$31.4K - $34.3K
|
8.58K
$218K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
885New |
$21.9K - $23.9K
|
885
$22.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
34.1K+ 77.78% |
$845K - $922K
|
78K
$1.98M
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-1.25K- 7.0% |
$31K - $33.9K
|
16.7K
$424K
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.38KNew |
$232K - $253K
|
9.38K
$238K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-7.9K- 44.73% |
$195K - $213K
|
9.76K
$248K
|
|