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 547 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $6.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
54,080
shares
|
$1.37 Million
0.08% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
53,823
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
53,719
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2022
Reduced 0.23%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
52,839
shares
|
$1.34 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
51,488
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
50,439
shares
|
$1.27 Million
0.63% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
50,387
shares
|
$1.27 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Apr 09, 2025 Q1 2025 |
49,688
shares
|
$1.26 Million
0.96% of portfolio
|
Q1 2025
Reduced 79.65%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
49,340
shares
|
$1.25 Million
0.15% of portfolio
|
Q4 2024
Reduced 21.29%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
46,415
shares
|
$1.17 Million
0.12% of portfolio
|
Q4 2024
Added 32.33%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
44,763
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
44,370
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
44,199
shares
|
$1.12 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
42,409
shares
|
$1.07 Million
1.73% of portfolio
|
Q4 2024
Reduced 91.83%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
42,343
shares
|
$1.07 Million
0.33% of portfolio
|
Q3 2024
Added 63.13%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
42,230
shares
|
$1.07 Million
0.32% of portfolio
|
Q1 2025
Reduced 30.85%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
41,671
shares
|
$1.05 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
41,496
shares
|
$1.05 Million
0.12% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
40,426
shares
|
$1.02 Million
0.15% of portfolio
|
Q1 2025
Reduced 13.97%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
39,899
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.26%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
38,750
shares
|
$979,212
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
38,273
shares
|
$967,158
0.09% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
38,083
shares
|
$962,357
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
38,036
shares
|
$961,169
0.12% of portfolio
|
Q4 2024
Added 122.82%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
38,024
shares
|
$960,866
0.13% of portfolio
|
Q4 2024
New holding
|