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 564 institutions that hold shares in the stock, with a total of 276 Million shares, which have been reported (via 13F filing form) to have a value of $7.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
23,043,191
shares
|
$588 Million
0.24% of portfolio
|
Q1 2025
Reduced 10.28%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
17,087,709
shares
|
$436 Million
1.54% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
12,634,914
shares
|
$322 Million
5.44% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
11,602,702
shares
|
$296 Million
0.01% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
11,100,502
shares
|
$283 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
9,959,641
shares
|
$254 Million
0.52% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
7,764,062
shares
|
$198 Million
4.54% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
4,819,951
shares
|
$123 Million
0.78% of portfolio
|
Q1 2025
Added 25.61%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,068,854
shares
|
$104 Million
6.87% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
3,897,587
shares
|
$99.4 Million
2.26% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,720,630
shares
|
$94.9 Million
0.23% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
3,695,021
shares
|
$94.3 Million
8.95% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,629,531
shares
|
$92.6 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
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%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
3,299,115
shares
|
$84.2 Million
16.87% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
2,968,636
shares
|
$75.7 Million
8.84% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
2,963,765
shares
|
$75.6 Million
4.68% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
2,917,473
shares
|
$74.4 Million
2.32% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,841,986
shares
|
$72.5 Million
4.8% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,755,505
shares
|
$70.3 Million
0.03% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,557,686
shares
|
$65.2 Million
0.01% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,449,210
shares
|
$62.5 Million
0.62% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
2,385,485
shares
|
$60.9 Million
1.46% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,385,171
shares
|
$60.8 Million
0.15% of portfolio
|
Q2 2025
Added 81.77%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
2,349,674
shares
|
$59.9 Million
1.45% of portfolio
|
Q1 2025
Added 11.91%
|