Latest Institutional Purchases of Spdr Portfolio Aggregate Bond (SPAB)
This list provides information on the latest institutional transactions involving Spdr Portfolio Aggregate Bond (SPAB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.74MNew |
$68.4M - $71.7M
|
2.74M
$68.5M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.2MNew |
$54.8M - $57.5M
|
2.2M
$54.9M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.26M+ 8.39% |
$31.5M - $33M
|
16.3M
$408M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.2MNew |
$30M - $31.5M
|
1.2M
$30.1M
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
1.09MNew |
$27.1M - $28.4M
|
1.09M
$27.1M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
889K+ 7.45% |
$22.2M - $23.2M
|
12.8M
$320M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
684KNew |
$17M - $17.9M
|
684K
$17.1M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
634K+ 16.18% |
$15.8M - $16.6M
|
4.55M
$114M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
545K+ 98.49% |
$13.6M - $14.2M
|
1.1M
$27.4M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
471K+ 35.67% |
$11.7M - $12.3M
|
1.79M
$44.7M
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
455KNew |
$11.4M - $11.9M
|
455K
$11.4M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
440K+ 101.23% |
$11M - $11.5M
|
875K
$21.8M
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
418KNew |
$10.4M - $10.9M
|
418K
$10.4M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
393KNew |
$9.79M - $10.3M
|
393K
$9.8M
|
|
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
$9.42M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
259K+ 1741.51% |
$6.47M - $6.78M
|
274K
$6.85M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
257K+ 128.22% |
$6.4M - $6.71M
|
457K
$11.4M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
229K+ 207.14% |
$5.72M - $6M
|
340K
$8.49M
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
229KNew |
$5.7M - $5.98M
|
229K
$5.71M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
227K+ 879.23% |
$5.66M - $5.93M
|
253K
$6.31M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
226K+ 2.47% |
$5.64M - $5.91M
|
9.39M
$235M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
186K+ 8.35% |
$4.63M - $4.85M
|
2.41M
$60.1M
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
181K+ 76.71% |
$4.51M - $4.73M
|
416K
$10.4M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
172KNew |
$4.29M - $4.5M
|
172K
$4.3M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
165K+ 39.08% |
$4.1M - $4.3M
|
586K
$14.6M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
162K+ 4.42% |
$4.05M - $4.24M
|
3.84M
$95.8M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
158K+ 36.73% |
$3.93M - $4.12M
|
587K
$14.7M
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
151K+ 21.66% |
$3.77M - $3.95M
|
849K
$21.2M
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
123K+ 11.25% |
$3.06M - $3.21M
|
1.21M
$30.3M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
120K+ 1288.73% |
$2.99M - $3.13M
|
129K
$3.22M
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
111KNew |
$2.76M - $2.89M
|
111K
$2.76M
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
104K+ 10.71% |
$2.58M - $2.71M
|
1.07M
$26.7M
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
101KNew |
$2.53M - $2.65M
|
101K
$2.53M
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
93.4K+ 10.12% |
$2.33M - $2.44M
|
1.02M
$25.4M
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
93.3KNew |
$2.33M - $2.44M
|
93.3K
$2.33M
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
93.3KNew |
$2.33M - $2.44M
|
93.3K
$2.33M
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
92.9K+ 2.18% |
$2.32M - $2.43M
|
4.35M
$109M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
92.5K+ 79.84% |
$2.31M - $2.42M
|
208K
$5.2M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
91.8KNew |
$2.29M - $2.4M
|
91.8K
$2.29M
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
89.7K+ 6.43% |
$2.24M - $2.35M
|
1.48M
$37.1M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
82.8K+ 10.58% |
$2.07M - $2.16M
|
865K
$21.6M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
82.2K+ 12.31% |
$2.05M - $2.15M
|
750K
$18.7M
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
81.9KNew |
$2.04M - $2.14M
|
81.9K
$2.05M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
66.9K+ 8.64% |
$1.67M - $1.75M
|
842K
$21M
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
63.8KNew |
$1.59M - $1.67M
|
63.8K
$1.59M
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
59.2K+ 5.7% |
$1.48M - $1.55M
|
1.1M
$27.4M
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
56.9K+ 5.82% |
$1.42M - $1.49M
|
1.03M
$25.8M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
55.8K+ 72.94% |
$1.39M - $1.46M
|
132K
$3.3M
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
53.9K+ 7.93% |
$1.34M - $1.41M
|
733K
$18.3M
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
47K+ 30.09% |
$1.17M - $1.23M
|
203K
$5.07M
|