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 |
---|---|---|---|---|---|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
35,128
shares
|
$896,115
0.8% of portfolio
|
Q3 2024
New holding
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
34,591
shares
|
$882,416
0.01% of portfolio
|
Q2 2024
Added 0.19%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
33,897
shares
|
$864,712
0.03% of portfolio
|
Q2 2024
Added 1.65%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
33,464
shares
|
$853,666
0.07% of portfolio
|
Q2 2024
Added 11.27%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
33,089
shares
|
$844,100
0.03% of portfolio
|
Q2 2024
Reduced 15.28%
|
|
Shelter Mutual Insurance CO
|
Jul 25, 2024 Q2 2024 |
32,900
shares
|
$839,279
0.22% of portfolio
|
Q2 2023
New holding
|
|
Austin Wealth Management, LLC
Austin, TX |
Jul 31, 2024 Q2 2024 |
32,519
shares
|
$829,559
0.19% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
29,151
shares
|
$743,642
0.63% of portfolio
|
Q2 2022
New holding
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
28,800
shares
|
$734,688
0.14% of portfolio
|
Q1 2024
Reduced 54.32%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
28,658
shares
|
$731,065
0.03% of portfolio
|
Q2 2024
Added 0.09%
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
28,280
shares
|
$721,422
0.27% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
27,608
shares
|
$704,280
0.21% of portfolio
|
Q3 2024
Reduced 41.63%
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 07, 2024 Q2 2024 |
27,288
shares
|
$696,116
0.72% of portfolio
|
Q2 2024
New holding
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
26,471
shares
|
$675,275
0.03% of portfolio
|
Q2 2024
Added 1.75%
|
|
Richardson Financial Services Inc.
Medway, MA |
Aug 12, 2024 Q2 2024 |
26,079
shares
|
$665,275
0.47% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
26,025
shares
|
$663,897
0.05% of portfolio
|
Q3 2024
Added 5.8%
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
25,936
shares
|
$661,627
0.23% of portfolio
|
Q2 2024
New holding
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
25,806
shares
|
$658,311
0.05% of portfolio
|
Q3 2024
Added 2.93%
|
|
Private Wealth Group, LLC
|
Jul 24, 2024 Q2 2024 |
25,606
shares
|
$653,209
0.35% of portfolio
|
Q2 2024
Reduced 39.0%
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 24, 2024 Q2 2024 |
25,520
shares
|
$651,015
0.5% of portfolio
|
Q2 2024
Added 21.55%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
25,366
shares
|
$647,086
0.1% of portfolio
|
Q2 2024
Reduced 45.84%
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 17, 2024 Q2 2024 |
25,150
shares
|
$641,576
0.33% of portfolio
|
Q1 2024
New holding
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 29, 2024 Q2 2024 |
24,556
shares
|
$626,423
0.13% of portfolio
|
Q2 2024
Reduced 22.36%
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
24,018
shares
|
$612,699
0.07% of portfolio
|
Q3 2024
Added 0.34%
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2024 Q2 2024 |
22,585
shares
|
$576,143
0.07% of portfolio
|
Q2 2024
Added 66.86%
|