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 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14.3KNew |
$358K - $375K
|
14.3K
$365K
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-46.1K- 12.61% |
$1.15M - $1.21M
|
320K
$8.12M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.2MNew |
$30M - $31.5M
|
1.2M
$30.6M
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8+ 1.3% |
$200 - $209
|
622
$15.8K
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
12.1K+ 62.1% |
$301K - $316K
|
31.5K
$801K
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-408- 1.55% |
$10.2K - $10.7K
|
25.9K
$657K
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.1K+ 42.35% |
$102K - $107K
|
13.8K
$350K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.9K- 8.18% |
$397K - $416K
|
179K
$4.54M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
615+ 6.04% |
$15.3K - $16.1K
|
10.8K
$275K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10.8K+ 3.76% |
$270K - $283K
|
299K
$7.6M
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
151K+ 21.66% |
$3.77M - $3.95M
|
849K
$21.6M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-22.3K- 1.41% |
$557K - $584K
|
1.56M
$39.8M
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-72.2K- 2.09% |
$1.8M - $1.89M
|
3.39M
$86.2M
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
26.6K+ 4.6% |
$664K - $696K
|
606K
$15.4M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
377KNew |
$9.41M - $9.86M
|
377K
$9.59M
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
14.9K+ 33.3% |
$371K - $389K
|
59.6K
$1.52M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.1K+ 39.37% |
$27.4K - $28.8K
|
3.89K
$99K
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
81.9KNew |
$2.04M - $2.14M
|
81.9K
$2.08M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-38.6K- 1.39% |
$962K - $1.01M
|
2.74M
$69.5M
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
2.82K+ 5.92% |
$70.4K - $73.7K
|
50.4K
$1.28M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
162K+ 4.42% |
$4.05M - $4.24M
|
3.84M
$97.5M
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.29K- 0.35% |
$32.2K - $33.7K
|
368K
$9.35M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
34.9K+ 16.41% |
$869K - $911K
|
247K
$6.29M
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
123K+ 11.25% |
$3.06M - $3.21M
|
1.21M
$30.9M
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-10- 25.0% |
$249 - $261
|
30
$763
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-49.4K- 9.05% |
$1.23M - $1.29M
|
496K
$12.6M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
82.2K+ 12.31% |
$2.05M - $2.15M
|
750K
$19.1M
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-672- 5.99% |
$16.8K - $17.6K
|
10.5K
$268K
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.13K+ 6.73% |
$28.1K - $29.5K
|
17.9K
$455K
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
256+ 0.61% |
$6.38K - $6.69K
|
41.9K
$1.07M
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.56% |
$49.9 - $52.3
|
361
$9.18K
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
8.1K+ 6.28% |
$202K - $212K
|
137K
$3.49M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-33.1K- 13.67% |
$825K - $864K
|
209K
$5.31M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-101K- 62.21% |
$2.52M - $2.65M
|
61.5K
$1.56M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
237+ 4.74% |
$5.91K - $6.2K
|
5.23K
$133K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-4.65K- 33.8% |
$116K - $122K
|
9.11K
$232K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.81K- 64.12% |
$120K - $126K
|
2.69K
$68.4K
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
455KNew |
$11.4M - $11.9M
|
455K
$11.6M
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-477K- 91.83% |
$11.9M - $12.5M
|
42.4K
$1.08M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
38KNew |
$948K - $994K
|
38K
$967K
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
55+ 0.28% |
$1.37K - $1.44K
|
19.4K
$493K
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
391+ 1.11% |
$9.75K - $10.2K
|
35.5K
$903K
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
14.6K+ 35.03% |
$365K - $382K
|
56.4K
$1.43M
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
33.6K+ 3.53% |
$837K - $877K
|
985K
$25.1M
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
9.22KNew |
$230K - $241K
|
9.22K
$234K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.4K- 7.39% |
$34.8K - $36.5K
|
17.5K
$445K
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
96+ 0.96% |
$2.39K - $2.51K
|
10.1K
$256K
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
17.7K+ 7.85% |
$442K - $463K
|
243K
$6.19M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-13.4K- 27.25% |
$333K - $349K
|
35.6K
$906K
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-326- 0.64% |
$8.13K - $8.52K
|
50.4K
$1.28M
|