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 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
11.7K+ 1.09% |
$291K - $305K
|
1.09M
$27.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
162+ 0.6% |
$4.04K - $4.23K
|
27.2K
$691K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
36.4K+ 13.48% |
$907K - $951K
|
306K
$7.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6.5K+ 185.48% |
$162K - $170K
|
10K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
9KNew |
$224K - $235K
|
9K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
3.65K+ 57.54% |
$91K - $95.3K
|
9.99K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-258K- 11.16% |
$6.44M - $6.75M
|
2.06M
$52.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
172KNew |
$4.29M - $4.5M
|
172K
$4.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
22.5K+ 2.65% |
$562K - $589K
|
872K
$22.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-77- 0.42% |
$1.92K - $2.01K
|
18.1K
$459K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
59.2K+ 5.7% |
$1.48M - $1.55M
|
1.1M
$27.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.7K+ 7.58% |
$42.3K - $44.3K
|
24.1K
$611K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
732+ 5.79% |
$18.3K - $19.1K
|
13.4K
$340K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-298K- 96.75% |
$7.43M - $7.79M
|
10K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60.8K- 99.9% |
$1.52M - $1.59M
|
60
$1.53K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
908+ 5.32% |
$22.6K - $23.7K
|
18K
$457K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.8K+ 28.1% |
$892K - $935K
|
163K
$4.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
21K+ 122.82% |
$523K - $548K
|
38K
$967K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
104K+ 10.71% |
$2.58M - $2.71M
|
1.07M
$27.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
92.5K+ 79.84% |
$2.31M - $2.42M
|
208K
$5.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-96.1K- 8.13% |
$2.4M - $2.51M
|
1.09M
$27.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
38.9K+ 16.51% |
$969K - $1.02M
|
274K
$6.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.12K- 54.09% |
$128K - $134K
|
4.35K
$111K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
92.9K+ 2.18% |
$2.32M - $2.43M
|
4.35M
$111M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.7K+ 4.98% |
$117K - $123K
|
99.1K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
244+ 195.2% |
$6.09K - $6.38K
|
369
$9.38K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
158K+ 36.73% |
$3.93M - $4.12M
|
587K
$14.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13.5K+ 70.75% |
$336K - $352K
|
32.5K
$825K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.15K- 11.44% |
$53.7K - $56.3K
|
16.7K
$424K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.5K+ 6.76% |
$336K - $352K
|
212K
$5.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.15K- 1.35% |
$104K - $109K
|
304K
$7.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.23K- 1.71% |
$30.7K - $32.2K
|
70.9K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.6K- 1.86% |
$40K - $41.9K
|
84.7K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
229K+ 207.14% |
$5.72M - $6M
|
340K
$8.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
9.93K+ 1.84% |
$248K - $260K
|
549K
$14M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-98.9K- 60.13% |
$2.47M - $2.59M
|
65.6K
$1.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-185K- 24.22% |
$4.61M - $4.83M
|
578K
$14.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
66.9K+ 8.64% |
$1.67M - $1.75M
|
842K
$21.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.9K- 2.76% |
$546K - $572K
|
772K
$19.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.61K+ 3.81% |
$140K - $147K
|
153K
$3.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-776- 2.59% |
$19.4K - $20.3K
|
29.2K
$741K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-74K- 45.09% |
$1.85M - $1.94M
|
90.1K
$2.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-3.68K- 3.94% |
$91.8K - $96.2K
|
89.7K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.93K+ 1.1% |
$48.2K - $50.5K
|
178K
$4.52M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-22- 0.08% |
$549 - $575
|
28.3K
$718K
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-4.56K- 1.09% |
$114K - $119K
|
413K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
227K+ 879.23% |
$5.66M - $5.93M
|
253K
$6.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-8.21K- 4.06% |
$205K - $215K
|
194K
$4.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
7.37K+ 7.64% |
$184K - $193K
|
104K
$2.64M
|