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 482 institutions that hold shares in the stock, with a total of 240 Million shares, which have been reported (via 13F filing form) to have a value of $6.12 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
22,848,309
shares
|
$583 Million
0.29% of portfolio
|
Q2 2024
Added 0.2%
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
15,064,765
shares
|
$384 Million
1.69% of portfolio
|
Q3 2024
Added 7.53%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
11,932,079
shares
|
$304 Million
7.2% of portfolio
|
Q3 2024
Added 10.45%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
10,865,362
shares
|
$277 Million
0.1% of portfolio
|
Q2 2024
Added 6.9%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
8,902,299
shares
|
$227 Million
0.59% of portfolio
|
Q2 2024
Added 3.71%
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 28, 2024 Q2 2024 |
7,215,784
shares
|
$184 Million
4.91% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
State Street Corp
Boston, MA |
Aug 14, 2024 Q2 2024 |
5,247,056
shares
|
$134 Million
0.01% of portfolio
|
Q2 2024
Added 5.27%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
4,308,972
shares
|
$110 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
4,258,147
shares
|
$109 Million
2.93% of portfolio
|
Q3 2024
Added 7.66%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,068,854
shares
|
$104 Million
6.87% of portfolio
|
Q4 2023
Added 0.41%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
3,753,737
shares
|
$95.8 Million
0.23% of portfolio
|
Q2 2024
Added 7.37%
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
3,674,972
shares
|
$93.7 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
|
$91.4 Million
1.21% of portfolio
|
Q2 2022
Reduced 82.88%
|
|
Rational Advisors LLC
Huntington, NY |
Jul 25, 2024 Q2 2024 |
3,576,024
shares
|
$91.2 Million
9.59% of portfolio
|
Q2 2024
Reduced 5.18%
|
|
Syon Capital LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
3,423,334
shares
|
$87.3 Million
7.9% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
3,109,703
shares
|
$79.3 Million
10.2% of portfolio
|
Q4 2023
Reduced 0.82%
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2024 Q2 2024 |
3,040,937
shares
|
$77.6 Million
16.9% of portfolio
|
Q2 2024
Added 3.04%
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,774,119
shares
|
$70.8 Million
4.6% of portfolio
|
Q3 2024
Added 5.03%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
2,698,080
shares
|
$68.8 Million
0.74% of portfolio
|
Q2 2024
Reduced 18.77%
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
2,600,783
shares
|
$66.3 Million
1.84% of portfolio
|
Q2 2024
Reduced 10.51%
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
2,556,717
shares
|
$65.2 Million
8.29% of portfolio
|
Q3 2024
Added 8.51%
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
2,298,957
shares
|
$58.6 Million
11.9% of portfolio
|
Q3 2024
Added 1.24%
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
2,206,305
shares
|
$56.3 Million
5.37% of portfolio
|
Q2 2024
Added 47.65%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,152,302
shares
|
$54.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
N.E.W. Advisory Services LLC
|
Aug 02, 2024 Q2 2024 |
2,142,096
shares
|
$54.6 Million
5.82% of portfolio
|
Q2 2024
Reduced 0.19%
|