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 508 institutions that hold shares in the stock, with a total of 269 Million shares, which have been reported (via 13F filing form) to have a value of $6.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
12,270
shares
|
$309,694
0.01% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
12,105
shares
|
$305,530
0.11% of portfolio
|
Q4 2024
Added 25.21%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
11,679
shares
|
$294,777
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
|
$294,727
0.01% of portfolio
|
Q2 2023
Reduced 39.32%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
11,617
shares
|
$293,213
0.15% of portfolio
|
Q4 2022
Added 5.65%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
11,593
shares
|
$292,607
0.2% of portfolio
|
Q3 2024
Reduced 31.85%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
11,553
shares
|
$291,597
0.13% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
11,289
shares
|
$284,934
0.0% of portfolio
|
Q3 2023
Added 13.39%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
11,180
shares
|
$282,183
0.18% of portfolio
|
Q4 2024
Added 37.55%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,000
shares
|
$277,640
0.01% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
10,817
shares
|
$273,021
0.19% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
10,802
shares
|
$272,642
0.0% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
10,586
shares
|
$267,190
0.03% of portfolio
|
Q4 2024
Added 37.57%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
10,539
shares
|
$266,004
0.08% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
10,413
shares
|
$262,824
0.1% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,385
shares
|
$262,117
0.01% of portfolio
|
Q2 2020
Added 9.19%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
10,294
shares
|
$259,820
0.01% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
10,198
shares
|
$257,397
0.05% of portfolio
|
Q1 2023
Reduced 8.16%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,180
shares
|
$256,943
0.05% of portfolio
|
Q1 2024
Reduced 37.63%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
10,165
shares
|
$256,564
0.07% of portfolio
|
Q4 2024
Added 14.61%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
10,072
shares
|
$254,217
0.14% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
10,056
shares
|
$253,813
0.05% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
10,026
shares
|
$253,056
0.13% of portfolio
|
Q4 2024
Reduced 96.75%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
10,009
shares
|
$252,627
0.03% of portfolio
|
Q4 2024
Added 185.48%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
9,985
shares
|
$252,021
0.04% of portfolio
|
Q4 2024
Added 57.54%
|