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 293 Million shares, which have been reported (via 13F filing form) to have a value of $7.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
57,355
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
56,811
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2025
Added 16.19%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
56,782
shares
|
$1.48 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
56,534
shares
|
$1.47 Million
1.5% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
56,462
shares
|
$1.47 Million
0.44% of portfolio
|
Q3 2024
Reduced 8.27%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2025 Q3 2025 |
56,215
shares
|
$1.47 Million
0.13% of portfolio
|
Q3 2025
Added 33.17%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
56,153
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
55,872
shares
|
$1.46 Million
0.43% of portfolio
|
Q3 2023
New holding
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
55,729
shares
|
$1.45 Million
0.21% of portfolio
|
Q3 2025
Reduced 59.14%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
55,612
shares
|
$1.45 Million
0.35% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
55,471
shares
|
$1.45 Million
0.53% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
55,378
shares
|
$1.44 Million
0.66% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
54,919
shares
|
$1.43 Million
0.08% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
54,898
shares
|
$1.43 Million
0.03% of portfolio
|
Q2 2025
Added 949.27%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
52,797
shares
|
$1.38 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
51,515
shares
|
$1.34 Million
0.57% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
50,445
shares
|
$1.32 Million
0.86% of portfolio
|
Q2 2025
Added 72.91%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
49,871
shares
|
$1.3 Million
0.97% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
47,929
shares
|
$1.25 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
44,554
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Added 305.4%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
44,347
shares
|
$1.16 Million
0.24% of portfolio
|
Q2 2025
Added 256.11%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
42,710
shares
|
$1.11 Million
0.36% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
42,162
shares
|
$1.1 Million
0.12% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
41,659
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2025
Added 29.48%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
41,457
shares
|
$1.08 Million
0.25% of portfolio
|
Q2 2025
Reduced 29.21%
|