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 |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
12,538
shares
|
$326,865
0.06% of portfolio
|
Q2 2025
Reduced 94.27%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
12,322
shares
|
$321,234
0.04% of portfolio
|
Q2 2025
Reduced 16.78%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
11,792
shares
|
$307,417
0.11% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
11,677
shares
|
$304,419
0.01% of portfolio
|
Q2 2023
Reduced 39.32%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
11,617
shares
|
$302,855
0.15% of portfolio
|
Q4 2022
Added 5.65%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
11,608
shares
|
$302,620
0.02% of portfolio
|
Q2 2025
Reduced 13.53%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
11,561
shares
|
$301,395
0.28% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
11,527
shares
|
$300,508
0.02% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
11,289
shares
|
$294,304
0.0% of portfolio
|
Q3 2023
Added 13.39%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
11,279
shares
|
$294,043
0.06% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
11,165
shares
|
$291,071
0.07% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Peak Financial Advisors LLC
|
Oct 08, 2025 Q3 2025 |
10,824
shares
|
$282,181
0.17% of portfolio
|
Q3 2025
Added 16.41%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
10,751
shares
|
$280,278
0.09% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
10,714
shares
|
$279,313
0.18% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
10,631
shares
|
$277,150
0.1% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
10,536
shares
|
$274,673
0.09% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,385
shares
|
$270,736
0.01% of portfolio
|
Q2 2020
Added 9.19%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
10,360
shares
|
$270,085
0.01% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
10,301
shares
|
$268,547
0.15% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
10,247
shares
|
$267,139
0.13% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
10,218
shares
|
$266,383
0.08% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
10,198
shares
|
$265,861
0.05% of portfolio
|
Q1 2023
Reduced 8.16%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
10,180
shares
|
$265,392
0.05% of portfolio
|
Q1 2024
Reduced 37.63%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
10,091
shares
|
$263,072
0.0% of portfolio
|
Q2 2025
Added 21.0%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
9,952
shares
|
$259,448
0.04% of portfolio
|
Q2 2025
Added 6.8%
|