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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-11- 0.85% |
$274 - $288
|
1.29K
$32.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.56K+ 147.59% |
$38.9K - $40.8K
|
2.62K
$66.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-60.1K- 48.7% |
$1.5M - $1.57M
|
63.3K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
20.2K+ 1.0% |
$503K - $527K
|
2.04M
$51.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.2KNew |
$29.9K - $31.4K
|
1.2K
$30.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 2.13% |
$24.9 - $26.1
|
48
$1.22K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
93.4K+ 10.12% |
$2.33M - $2.44M
|
1.02M
$25.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.49K+ 11441.67% |
$137K - $144K
|
5.54K
$141K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.5K- 2.02% |
$262K - $275K
|
511K
$13M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
18.2K+ 7.04% |
$453K - $475K
|
276K
$7.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.2MNew |
$54.8M - $57.5M
|
2.2M
$55.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
418KNew |
$10.4M - $10.9M
|
418K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-269K- 11.52% |
$6.72M - $7.04M
|
2.07M
$52.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
680+ 1.13% |
$17K - $17.8K
|
60.6K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
21.1K+ 6.18% |
$525K - $550K
|
361K
$9.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.36KNew |
$83.7K - $87.7K
|
3.36K
$85.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
545K+ 98.49% |
$13.6M - $14.2M
|
1.1M
$27.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
35.8K+ 5.15% |
$892K - $935K
|
730K
$18.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
229KNew |
$5.7M - $5.98M
|
229K
$5.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
471K+ 35.67% |
$11.7M - $12.3M
|
1.79M
$45.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-30.9K- 26.71% |
$771K - $808K
|
84.8K
$2.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
271+ 2.99% |
$6.76K - $7.08K
|
9.35K
$238K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
96+ 1.13% |
$2.39K - $2.51K
|
8.59K
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.39K- 0.25% |
$134K - $141K
|
2.12M
$53.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
388+ 2.51% |
$9.68K - $10.1K
|
15.9K
$404K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-28.4K- 25.59% |
$708K - $742K
|
82.5K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.7K+ 26.34% |
$342K - $358K
|
65.7K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 0.51% |
$374 - $392
|
2.94K
$74.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-627- 3.36% |
$15.6K - $16.4K
|
18K
$458K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
43.6K+ 1298.6% |
$1.09M - $1.14M
|
47K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-10K- 10.35% |
$250K - $262K
|
86.7K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
8+ 1.35% |
$200 - $209
|
601
$15.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
10.1K+ 4.62% |
$251K - $263K
|
228K
$5.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.38K- 14.86% |
$109K - $115K
|
25.1K
$638K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.75K- 6.31% |
$43.6K - $45.7K
|
25.9K
$659K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-606- 4.32% |
$15.1K - $15.8K
|
13.4K
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
30.8K+ 21.87% |
$767K - $804K
|
171K
$4.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.07K- 12.04% |
$51.6K - $54.1K
|
15.1K
$384K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-5.06K- 4.89% |
$126K - $132K
|
98.3K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.08K- 1.42% |
$26.8K - $28.1K
|
74.5K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
8.7KNew |
$217K - $227K
|
8.7K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.03M- 44.91% |
$25.7M - $27M
|
1.27M
$32.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-679K- 46.63% |
$16.9M - $17.8M
|
778K
$19.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-6.03K- 0.37% |
$150K - $158K
|
1.62M
$41.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-6.88K- 28.66% |
$172K - $180K
|
17.1K
$436K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
23.9K+ 6.9% |
$595K - $624K
|
370K
$9.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
20.1KNew |
$500K - $524K
|
20.1K
$510K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-182- 6.09% |
$4.54K - $4.76K
|
2.81K
$71.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.57K- 2.63% |
$89K - $93.2K
|
132K
$3.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-50.5K- 34.61% |
$1.26M - $1.32M
|
95.5K
$2.43M
|