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 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
63.8KNew |
$1.59M - $1.67M
|
63.8K
$1.62M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-53.4K- 82.78% |
$1.33M - $1.4M
|
11.1K
$283K
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-12.5K- 25.11% |
$311K - $326K
|
37.2K
$946K
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
9.29KNew |
$232K - $243K
|
9.29K
$236K
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.18K- 0.33% |
$29.3K - $30.7K
|
354K
$9M
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-21.3K- 45.87% |
$531K - $556K
|
25.1K
$639K
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.5K+ 8.48% |
$87.3K - $91.5K
|
44.8K
$1.14M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-18.8K- 4.51% |
$468K - $491K
|
397K
$10.1M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.2K- 32.61% |
$428K - $448K
|
35.4K
$901K
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.63K+ 3.36% |
$65.7K - $68.8K
|
81.1K
$2.06M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.11K+ 5.0% |
$52.7K - $55.2K
|
44.4K
$1.13M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.88K- 2.94% |
$147K - $154K
|
194K
$4.93M
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 1.11% |
$74.8 - $78.4
|
273
$6.94K
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
7+ 0.86% |
$175 - $183
|
818
$20.8K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.3K+ 4.99% |
$355K - $373K
|
300K
$7.62M
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-17.3K- 62.58% |
$432K - $453K
|
10.4K
$263K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
47K+ 30.09% |
$1.17M - $1.23M
|
203K
$5.16M
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.14K- 7.1% |
$28.3K - $29.7K
|
14.8K
$377K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
877New |
$21.9K - $22.9K
|
877
$22.3K
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
89.7K+ 6.43% |
$2.24M - $2.35M
|
1.48M
$37.7M
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
1.09MNew |
$27.1M - $28.4M
|
1.09M
$27.6M
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2.78K+ 13.89% |
$69.4K - $72.7K
|
22.8K
$580K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-52.4K- 59.87% |
$1.31M - $1.37M
|
35.2K
$894K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
36.7K+ 22.58% |
$915K - $959K
|
199K
$5.06M
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
12.5K+ 5.01% |
$311K - $326K
|
261K
$6.64M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.47K- 2.1% |
$112K - $117K
|
209K
$5.3M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.77KNew |
$44.1K - $46.3K
|
1.77K
$45K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.14K+ 5906.73% |
$153K - $161K
|
6.25K
$159K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-511K- 37.65% |
$12.7M - $13.4M
|
847K
$21.5M
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.87K- 0.55% |
$46.6K - $48.9K
|
338K
$8.6M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-181K- 4.62% |
$4.51M - $4.73M
|
3.74M
$95M
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-6.15K- 14.67% |
$153K - $161K
|
35.8K
$910K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10.5KNew |
$261K - $273K
|
10.5K
$266K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-19.7K- 7.89% |
$491K - $515K
|
230K
$5.84M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-72.4K- 12.04% |
$1.81M - $1.89M
|
529K
$13.5M
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
12.2K+ 1.45% |
$305K - $319K
|
857K
$21.8M
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.23K- 6.9% |
$55.6K - $58.3K
|
30.1K
$765K
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-66.8K- 42.59% |
$1.67M - $1.75M
|
90.1K
$2.29M
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2.01K- 2.44% |
$50.2K - $52.6K
|
80.5K
$2.05M
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
98+ 1.25% |
$2.44K - $2.56K
|
7.91K
$201K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.05K+ 17.31% |
$126K - $132K
|
34.2K
$869K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.3K+ 10.77% |
$531K - $557K
|
219K
$5.57M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
440K+ 101.23% |
$11M - $11.5M
|
875K
$22.2M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
13.4KNew |
$333K - $349K
|
13.4K
$340K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
684KNew |
$17M - $17.9M
|
684K
$17.4M
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
12.3KNew |
$307K - $322K
|
12.3K
$313K
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.07K+ 9.13% |
$26.6K - $27.9K
|
12.7K
$324K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.16K- 3.77% |
$29K - $30.3K
|
29.7K
$754K
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-9.23K- 2.92% |
$230K - $241K
|
307K
$7.81M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.53KNew |
$38.2K - $40K
|
1.53K
$38.9K
|