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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.62K+ 0.18% |
$40.3K - $42.2K
|
918K
$23.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
1.61K+ 11.95% |
$40.2K - $42.1K
|
15.1K
$380K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.56K+ 147.59% |
$38.9K - $40.8K
|
2.62K
$66K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.53KNew |
$38.2K - $40K
|
1.53K
$38.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.51KNew |
$37.6K - $39.4K
|
1.51K
$38K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.45K+ 8.2% |
$36.3K - $38K
|
19.2K
$484K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.4K+ 2.79% |
$34.9K - $36.5K
|
51.5K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.3K+ 14.61% |
$32.3K - $33.9K
|
10.2K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.2KNew |
$29.9K - $31.4K
|
1.2K
$30.3K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.19K+ 0.13% |
$29.7K - $31.1K
|
927K
$23.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.13K+ 6.73% |
$28.1K - $29.5K
|
17.9K
$451K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.1K+ 39.37% |
$27.4K - $28.8K
|
3.89K
$98.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.07K+ 9.13% |
$26.6K - $27.9K
|
12.7K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
908+ 5.32% |
$22.6K - $23.7K
|
18K
$453K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
877New |
$21.9K - $22.9K
|
877
$22.1K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
813New |
$20.3K - $21.3K
|
813
$20.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
799+ 7.43% |
$19.9K - $20.9K
|
11.6K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
781+ 4.02% |
$19.5K - $20.4K
|
20.2K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
732+ 5.79% |
$18.3K - $19.1K
|
13.4K
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
680+ 1.13% |
$17K - $17.8K
|
60.6K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
615+ 6.04% |
$15.3K - $16.1K
|
10.8K
$272K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
602+ 3.95% |
$15K - $15.7K
|
15.8K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
595+ 1.0% |
$14.8K - $15.6K
|
60.3K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
561+ 6.03% |
$14K - $14.7K
|
9.86K
$248K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
508+ 1.24% |
$12.7K - $13.3K
|
41.5K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
401New |
$10K - $10.5K
|
401
$10.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
400+ 5.14% |
$9.98K - $10.5K
|
8.19K
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
391+ 1.11% |
$9.75K - $10.2K
|
35.5K
$895K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
388+ 2.51% |
$9.68K - $10.1K
|
15.9K
$400K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
328+ 1.56% |
$8.18K - $8.57K
|
21.3K
$538K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
301New |
$7.51K - $7.87K
|
301
$7.59K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
277+ 0.4% |
$6.91K - $7.24K
|
69.9K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
271+ 2.99% |
$6.76K - $7.08K
|
9.35K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
263+ 1.21% |
$6.56K - $6.87K
|
21.9K
$553K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
256+ 0.61% |
$6.38K - $6.69K
|
41.9K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
253+ 20.94% |
$6.31K - $6.61K
|
1.46K
$36.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
244+ 195.2% |
$6.09K - $6.38K
|
369
$9.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
242+ 0.17% |
$6.04K - $6.33K
|
141K
$3.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
237+ 4.74% |
$5.91K - $6.2K
|
5.23K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
204+ 1.2% |
$5.09K - $5.33K
|
17.2K
$434K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
190New |
$4.74K - $4.97K
|
190
$4.79K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
162+ 0.6% |
$4.04K - $4.23K
|
27.2K
$685K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
124+ 1.29% |
$3.09K - $3.24K
|
9.76K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
116+ 1.29% |
$2.89K - $3.03K
|
9.12K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
114+ 1.05% |
$2.84K - $2.98K
|
10.9K
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
98+ 1.25% |
$2.44K - $2.56K
|
7.91K
$199K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
96+ 0.96% |
$2.39K - $2.51K
|
10.1K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
96+ 1.13% |
$2.39K - $2.51K
|
8.59K
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
56+ 15.14% |
$1.4K - $1.46K
|
426
$10.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
55+ 0.28% |
$1.37K - $1.44K
|
19.4K
$489K
|