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 |
---|---|---|---|---|---|---|---|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.72KClosed |
$51.3K - $52.1K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
SELL
|
- |
-7.81KClosed |
$233K - $237K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.66KClosed |
$199K - $202K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-974Closed |
$29.1K - $29.5K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.19KNew |
$35.5K - $36.1K
|
1.19K
$30.2K
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-59.4KClosed |
$1.77M - $1.8M
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-21.4KClosed |
$639K - $649K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-300Closed |
$8.95K - $9.1K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-536Closed |
$15.9K - $16.1K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-10.7KClosed |
$318K - $322K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-159KClosed |
$4.71M - $4.77M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Amtrust Financial Services, Inc.
New York, NY |
SELL
|
- |
-70K- 21.83% |
$2.07M - $2.1M
|
251K
$6.37M
|
|
Aug 05, 2021
Q2 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-7.56KClosed |
$224K - $227K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.88KClosed |
$55.7K - $56.4K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-746Closed |
$22.1K - $22.4K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-5.25KClosed |
$156K - $158K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Redw Wealth LLC
|
SELL
|
- |
-7.93KClosed |
$235K - $238K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
931New |
$27.6K - $27.9K
|
931
$23.7K
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-18.6KClosed |
$550K - $558K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-8.27KClosed |
$245K - $248K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-169Closed |
$5.01K - $5.07K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-111Closed |
$3.29K - $3.33K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Santori & Peters, Inc.
|
SELL
|
- |
-15.4KClosed |
$455K - $461K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.84KClosed |
$203K - $205K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-110KClosed |
$3.25M - $3.3M
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-7.86KClosed |
$233K - $236K
|
0
$0
|
|
Q1 2021 | |||||||
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-16.5KClosed |
$487K - $507K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-20.8KClosed |
$613K - $639K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-12.2KClosed |
$359K - $375K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-2Closed |
$59 - $61.5
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1KClosed |
$29.5K - $30.8K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-18.9KClosed |
$559K - $583K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-500Closed |
$14.8K - $15.4K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.77KClosed |
$52.4K - $54.6K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-113KClosed |
$3.32M - $3.46M
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-29Closed |
$856 - $892
|
0
$0
|
|
Q4 2020 | |||||||
Feb 18, 2021
Q4 2020
|
Nova Point Capital, LLC
|
SELL
|
- |
-8.55KClosed |
$261K - $264K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-6.97KClosed |
$213K - $215K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-102KClosed |
$3.1M - $3.14M
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.75KClosed |
$53.3K - $53.9K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-8.08KClosed |
$247K - $249K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-400Closed |
$12.2K - $12.4K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-2.38KClosed |
$72.7K - $73.6K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-50.8KClosed |
$1.55M - $1.57M
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
1.34KNew |
$40.8K - $41.3K
|
1.34K
$34K
|
|
Jan 21, 2021
Q4 2020
|
Ballast, Inc.
|
SELL
|
- |
-20.5KClosed |
$625K - $632K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
34.3KNew |
$1.05M - $1.06M
|
34.3K
$872K
|
|
Q3 2020 | |||||||
Jan 07, 2021
Q3 2020
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.08K+ 100.0% |
$187K - $190K
|
12.2K
$309K
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-78Closed |
$2.4K - $2.44K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-63.5KClosed |
$1.95M - $1.98M
|
0
$0
|