Purchases and Sales Made in Q3 2025 in Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB) during Q3 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO AGGREGATE BOND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.97MNew |
$176M - $181M
|
6.97M
$180M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.97M+ 100967.52% |
$176M - $181M
|
6.98M
$180M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.53M+ 12.11% |
$38.6M - $39.8M
|
14.2M
$365M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
801K+ 890.14% |
$20.2M - $20.8M
|
891K
$23M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
704KNew |
$17.8M - $18.3M
|
704K
$18.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
546KNew |
$13.8M - $14.2M
|
546K
$14.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
542K+ 5.14% |
$13.7M - $14.1M
|
11.1M
$286M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
523K+ 73.58% |
$13.2M - $13.6M
|
1.23M
$31.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
446K+ 507.27% |
$11.3M - $11.6M
|
534K
$13.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
423K+ 257.21% |
$10.7M - $11M
|
587K
$15.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
401K+ 95.44% |
$10.1M - $10.4M
|
822K
$21.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
290K+ 403.28% |
$7.32M - $7.55M
|
362K
$9.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
276K+ 120.87% |
$6.95M - $7.16M
|
504K
$13M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
273KNew |
$6.89M - $7.11M
|
273K
$7.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
246K+ 10.61% |
$6.2M - $6.39M
|
2.56M
$66.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
240K+ 6.49% |
$6.05M - $6.23M
|
3.93M
$101M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
235K+ 28.08% |
$5.93M - $6.11M
|
1.07M
$27.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
230K+ 11.04% |
$5.8M - $5.98M
|
2.31M
$59.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
230K+ 14.18% |
$5.79M - $5.97M
|
1.85M
$47.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
213K+ 6.12% |
$5.37M - $5.53M
|
3.69M
$95.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
203K+ 27.64% |
$5.12M - $5.28M
|
939K
$24.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
202K+ 27.29% |
$5.1M - $5.26M
|
944K
$24.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
143KNew |
$3.61M - $3.72M
|
143K
$3.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
139K+ 155.69% |
$3.49M - $3.6M
|
228K
$5.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
121K+ 12.58% |
$3.05M - $3.14M
|
1.08M
$27.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
117K+ 174.09% |
$2.96M - $3.05M
|
185K
$4.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
117K+ 4.91% |
$2.95M - $3.05M
|
2.5M
$64.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
117K+ 3.95% |
$2.95M - $3.04M
|
3.08M
$79.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
115K+ 624.97% |
$2.9M - $2.99M
|
133K
$3.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
108K+ 9.62% |
$2.73M - $2.81M
|
1.23M
$31.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
105K+ 9.96% |
$2.66M - $2.74M
|
1.16M
$30M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
103KNew |
$2.59M - $2.68M
|
103K
$2.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
98.1K+ 7.77% |
$2.47M - $2.55M
|
1.36M
$35.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
96.3K+ 8.77% |
$2.43M - $2.5M
|
1.19M
$30.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
94.8K+ 73.37% |
$2.39M - $2.46M
|
224K
$5.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
87.9K+ 5.98% |
$2.22M - $2.28M
|
1.56M
$40.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
87.4K+ 2.91% |
$2.2M - $2.27M
|
3.09M
$79.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
85.2K+ 4.34% |
$2.15M - $2.21M
|
2.05M
$52.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
77.9K+ 25.19% |
$1.96M - $2.03M
|
387K
$9.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
75.1K+ 4.44% |
$1.89M - $1.95M
|
1.77M
$45.6M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
74.8K+ 30.65% |
$1.89M - $1.94M
|
319K
$8.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
74K+ 21.08% |
$1.86M - $1.92M
|
425K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
70.8K+ 8.93% |
$1.78M - $1.84M
|
863K
$22.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
69.2K+ 6.47% |
$1.75M - $1.8M
|
1.14M
$29.4M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
68.3K+ 3.94% |
$1.72M - $1.78M
|
1.8M
$46.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
68.1K+ 8.08% |
$1.72M - $1.77M
|
911K
$23.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
67.2K+ 5.91% |
$1.69M - $1.75M
|
1.2M
$31.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
62.7K+ 2.92% |
$1.58M - $1.63M
|
2.21M
$56.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
62.5K+ 5.77% |
$1.58M - $1.63M
|
1.15M
$29.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
61.5K+ 19.88% |
$1.55M - $1.6M
|
371K
$9.57M
|
|