Institutional Ownership Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB). We have compiled data on the 502 institutions that hold shares in the stock, with a total of 266 Million shares, which have been reported (via 13F filing form) to have a value of $6.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
26,224,086
shares
|
$660 Million
0.31% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
15,064,765
shares
|
$379 Million
1.69% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,905,785
shares
|
$325 Million
0.01% of portfolio
|
Q3 2024
Added 145.96%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
12,821,067
shares
|
$323 Million
6.21% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
11,524,017
shares
|
$290 Million
0.1% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
9,168,529
shares
|
$231 Million
0.54% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
7,398,392
shares
|
$186 Million
4.66% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
4,552,262
shares
|
$115 Million
0.25% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
4,351,067
shares
|
$109 Million
2.88% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,068,854
shares
|
$102 Million
6.87% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,917,972
shares
|
$98.6 Million
0.24% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
3,674,972
shares
|
$92.5 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,583,777
shares
|
$90.2 Million
1.21% of portfolio
|
Q2 2022
Reduced 82.88%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,511,071
shares
|
$88.3 Million
8.12% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
3,463,260
shares
|
$87.1 Million
9.63% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
3,170,184
shares
|
$79.8 Million
17.07% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
3,109,703
shares
|
$78.2 Million
10.2% of portfolio
|
Q4 2023
Reduced 0.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,945,120
shares
|
$74.1 Million
0.78% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,808,168
shares
|
$70.7 Million
0.01% of portfolio
|
Q3 2024
Added 39.02%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,774,119
shares
|
$69.8 Million
4.6% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
2,699,261
shares
|
$67.9 Million
2.07% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
2,505,989
shares
|
$63.1 Million
7.94% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
2,408,625
shares
|
$60.6 Million
1.72% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,296,401
shares
|
$57.8 Million
3.98% of portfolio
|
Q3 2024
Added 501.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
2,198,133
shares
|
$55.3 Million
1.17% of portfolio
|
Q4 2024
New holding
|