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 503 institutions that hold shares in the stock, with a total of 266 Million shares, which have been reported (via 13F filing form) to have a value of $6.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
15,115
shares
|
$380,293
0.09% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
15,084
shares
|
$379,513
0.33% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
14,887
shares
|
$374,556
0.01% of portfolio
|
Q3 2024
Reduced 96.42%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
14,638
shares
|
$368,292
0.0% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,593
shares
|
$367,159
0.01% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
14,100
shares
|
$354,756
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
13,767
shares
|
$346,377
0.02% of portfolio
|
Q3 2024
Added 55.47%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
13,430
shares
|
$337,898
0.0% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
13,380
shares
|
$336,640
0.03% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
13,318
shares
|
$335,080
0.12% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,230
shares
|
$332,866
0.01% of portfolio
|
Q3 2024
Reduced 25.12%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
13,039
shares
|
$328,061
0.07% of portfolio
|
Q2 2024
Added 9.04%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
13,020
shares
|
$327,583
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,901
shares
|
$324,589
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
12,748
shares
|
$320,739
0.14% of portfolio
|
Q3 2024
Reduced 90.51%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
12,270
shares
|
$308,713
0.01% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
11,679
shares
|
$293,843
0.03% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
11,677
shares
|
$293,793
0.01% of portfolio
|
Q2 2023
Reduced 39.32%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
11,674
shares
|
$293,717
0.09% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
11,617
shares
|
$292,283
0.15% of portfolio
|
Q4 2022
Added 5.65%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
11,593
shares
|
$291,679
0.2% of portfolio
|
Q3 2024
Reduced 31.85%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
11,289
shares
|
$284,031
0.0% of portfolio
|
Q3 2023
Added 13.39%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
11,180
shares
|
$281,288
0.18% of portfolio
|
Q4 2024
Added 37.55%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,000
shares
|
$276,760
0.01% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
10,817
shares
|
$272,155
0.19% of portfolio
|
Q3 2024
Added 0.69%
|