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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.51KNew |
$87.6K - $91.9K
|
3.51K
$89.3K
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-36.8K- 1.16% |
$918K - $962K
|
3.13M
$79.7M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-36.3K- 9.21% |
$905K - $949K
|
358K
$9.09M
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
109KNew |
$2.71M - $2.84M
|
109K
$2.76M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.47K- 0.67% |
$112K - $117K
|
661K
$16.8M
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
297K+ 1901.24% |
$7.4M - $7.75M
|
312K
$7.93M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
168K+ 14.02% |
$4.2M - $4.4M
|
1.37M
$34.8M
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
111KNew |
$2.76M - $2.89M
|
111K
$2.81M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-83.3K- 38.69% |
$2.08M - $2.18M
|
132K
$3.36M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-137K- 4.65% |
$3.42M - $3.58M
|
2.81M
$71.4M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
781+ 4.02% |
$19.5K - $20.4K
|
20.2K
$514K
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.76K+ 2.28% |
$119K - $124K
|
213K
$5.42M
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
11.8K+ 0.16% |
$294K - $308K
|
7.41M
$188M
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-53.2K- 19.35% |
$1.33M - $1.39M
|
222K
$5.64M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.9K+ 2.82% |
$122K - $128K
|
179K
$4.55M
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.8KNew |
$293K - $307K
|
11.8K
$299K
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.05K- 0.48% |
$51.1K - $53.6K
|
423K
$10.8M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
561+ 6.03% |
$14K - $14.7K
|
9.86K
$251K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-288K- 10.25% |
$7.18M - $7.53M
|
2.52M
$64.1M
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$24.9 - $26.1
|
1
$25.4
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.44K- 0.47% |
$35.9K - $37.6K
|
308K
$7.82M
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.3K- 21.29% |
$333K - $349K
|
49.3K
$1.25M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-577K- 5.0% |
$14.4M - $15.1M
|
10.9M
$278M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-8.22K- 29.06% |
$205K - $215K
|
20.1K
$510K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-396K- 33.06% |
$9.88M - $10.4M
|
802K
$20.4M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
82.8K+ 10.58% |
$2.07M - $2.16M
|
865K
$22M
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.32K- 5.81% |
$57.9K - $60.7K
|
37.7K
$957K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.06K- 11.26% |
$126K - $132K
|
39.9K
$1.01M
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-41.3K- 11.14% |
$1.03M - $1.08M
|
330K
$8.38M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
259K+ 1741.51% |
$6.47M - $6.78M
|
274K
$6.97M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3.15K- 39.14% |
$78.5K - $82.3K
|
4.9K
$124K
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
393KNew |
$9.79M - $10.3M
|
393K
$9.98M
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
401New |
$10K - $10.5K
|
401
$10.2K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.51KNew |
$37.6K - $39.4K
|
1.51K
$38.4K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.76K+ 7.37% |
$144K - $150K
|
83.9K
$2.13M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
17.4K+ 5.46% |
$435K - $456K
|
337K
$8.56M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.2K+ 22.25% |
$255K - $267K
|
56.1K
$1.43M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-22.2K- 4.74% |
$552K - $579K
|
446K
$11.3M
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
813New |
$20.3K - $21.3K
|
813
$20.7K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
190New |
$4.74K - $4.97K
|
190
$4.83K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11- 3.72% |
$274 - $288
|
285
$7.24K
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.8K+ 3.13% |
$345K - $361K
|
455K
$11.6M
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
15.1KNew |
$376K - $394K
|
15.1K
$383K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-540K- 2.06% |
$13.5M - $14.1M
|
25.7M
$653M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.75K+ 19.15% |
$143K - $150K
|
35.8K
$910K
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
124+ 1.29% |
$3.09K - $3.24K
|
9.76K
$248K
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
37.3KNew |
$930K - $974K
|
37.3K
$947K
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7.29K+ 35.02% |
$182K - $191K
|
28.1K
$715K
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.68K+ 27.95% |
$66.9K - $70.2K
|
12.3K
$312K
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-77.6K- 3.38% |
$1.93M - $2.03M
|
2.22M
$56.4M
|