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 |
|---|---|---|---|---|---|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
39,445
shares
|
$1.03 Million
0.28% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
38,425
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Added 54.45%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
38,312
shares
|
$998,793
0.64% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
38,273
shares
|
$997,777
0.09% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
38,173
shares
|
$995,170
0.24% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
37,441
shares
|
$976,086
0.28% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
36,617
shares
|
$954,605
0.18% of portfolio
|
Q2 2025
Added 21.44%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
36,550
shares
|
$952,858
0.04% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
35,968
shares
|
$937,685
1.06% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
34,250
shares
|
$892,897
0.68% of portfolio
|
Q2 2025
Reduced 11.61%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
33,902
shares
|
$883,825
0.15% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
33,863
shares
|
$882,808
0.49% of portfolio
|
Q3 2025
Added 101.31%
|
|
|
Shelter Mutual Insurance CO
|
Jul 29, 2025 Q2 2025 |
32,900
shares
|
$857,703
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
32,552
shares
|
$848,630
0.07% of portfolio
|
Q2 2025
Reduced 49.05%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
32,364
shares
|
$843,729
0.05% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
32,330
shares
|
$842,843
0.68% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
32,268
shares
|
$841,226
0.15% of portfolio
|
Q3 2025
Added 17.53%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
32,204
shares
|
$839,558
0.15% of portfolio
|
Q2 2025
Added 242.16%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
32,041
shares
|
$835,308
0.03% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
31,858
shares
|
$830,538
0.07% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
31,736
shares
|
$827,357
0.02% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
31,565
shares
|
$822,899
0.05% of portfolio
|
Q2 2025
Reduced 57.13%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
31,408
shares
|
$818,806
0.08% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
31,090
shares
|
$810,516
0.19% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
30,920
shares
|
$806,084
0.27% of portfolio
|
Q2 2025
Reduced 17.33%
|