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 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
29.9KNew |
$746K - $782K
|
29.9K
$760K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-196- 24.75% |
$4.89K - $5.12K
|
596
$15.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
508+ 1.24% |
$12.7K - $13.3K
|
41.5K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.31K+ 9.93% |
$157K - $165K
|
69.9K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-65- 0.49% |
$1.62K - $1.7K
|
13.3K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-680- 3.36% |
$17K - $17.8K
|
19.5K
$496K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.4K- 6.71% |
$110K - $115K
|
61.1K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.56K+ 6.11% |
$88.7K - $93K
|
61.8K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-14.5K- 30.85% |
$363K - $380K
|
32.6K
$829K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.18K- 4.66% |
$29.5K - $30.9K
|
24.2K
$614K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
17.2KNew |
$428K - $449K
|
17.2K
$436K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
120K+ 1288.73% |
$2.99M - $3.13M
|
129K
$3.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
8.07K+ 4.98% |
$201K - $211K
|
170K
$4.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
14.2K+ 10.4% |
$353K - $370K
|
150K
$3.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
34.4KNew |
$857K - $898K
|
34.4K
$874K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
328+ 1.56% |
$8.18K - $8.57K
|
21.3K
$542K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
53.9K+ 7.93% |
$1.34M - $1.41M
|
733K
$18.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
602+ 3.95% |
$15K - $15.7K
|
15.8K
$403K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.74MNew |
$68.4M - $71.7M
|
2.74M
$69.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.5K- 31.41% |
$286K - $300K
|
25K
$637K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-804K- 40.86% |
$20.1M - $21M
|
1.16M
$29.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
257K+ 128.22% |
$6.4M - $6.71M
|
457K
$11.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-41.3K- 3.46% |
$1.03M - $1.08M
|
1.15M
$29.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.44K+ 25.21% |
$60.8K - $63.7K
|
12.1K
$308K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-6.33K- 6.19% |
$158K - $165K
|
95.8K
$2.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
11.3K+ 32.33% |
$283K - $296K
|
46.4K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 0.13% |
$224 - $235
|
6.98K
$177K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-86.3K- 27.02% |
$2.15M - $2.26M
|
233K
$5.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
301New |
$7.51K - $7.87K
|
301
$7.65K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.85KNew |
$171K - $179K
|
6.85K
$174K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
165K+ 39.08% |
$4.1M - $4.3M
|
586K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-314- 3.03% |
$7.83K - $8.21K
|
10.1K
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-33.3K- 30.6% |
$831K - $871K
|
75.6K
$1.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
253+ 20.94% |
$6.31K - $6.61K
|
1.46K
$37.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 0.15% |
$274 - $288
|
7.56K
$192K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
28.3KNew |
$706K - $740K
|
28.3K
$719K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.24K+ 9.97% |
$206K - $215K
|
90.9K
$2.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
181K+ 76.71% |
$4.51M - $4.73M
|
416K
$10.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.26M+ 8.39% |
$31.5M - $33M
|
16.3M
$415M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-23.4K- 25.56% |
$584K - $612K
|
68.2K
$1.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
56+ 15.14% |
$1.4K - $1.46K
|
426
$10.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
6.23K+ 6.19% |
$155K - $163K
|
107K
$2.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.45K+ 8.2% |
$36.3K - $38K
|
19.2K
$488K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
38.8KNew |
$966K - $1.01M
|
38.8K
$985K
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
101KNew |
$2.53M - $2.65M
|
101K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-468K- 30.76% |
$11.7M - $12.2M
|
1.05M
$26.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-329K- 50.67% |
$8.21M - $8.6M
|
320K
$8.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.89K+ 37.57% |
$72.1K - $75.6K
|
10.6K
$269K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
799+ 7.43% |
$19.9K - $20.9K
|
11.6K
$294K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
6.16K+ 4.53% |
$154K - $161K
|
142K
$3.61M
|