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 561 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 $6.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
12,702
shares
|
$321,233
0.09% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
12,535
shares
|
$317,010
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
12,453
shares
|
$314,936
0.08% of portfolio
|
Q1 2025
Added 20.19%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
12,105
shares
|
$306,135
0.12% of portfolio
|
Q4 2024
Added 25.21%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
11,883
shares
|
$300,521
0.1% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
11,827
shares
|
$299,104
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
11,700
shares
|
$295,893
0.06% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
11,677
shares
|
$295,311
0.01% of portfolio
|
Q2 2023
Reduced 39.32%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
11,617
shares
|
$293,793
0.15% of portfolio
|
Q4 2022
Added 5.65%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
11,463
shares
|
$289,899
0.01% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
11,328
shares
|
$286,485
0.31% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
11,306
shares
|
$285,928
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
11,289
shares
|
$285,498
0.0% of portfolio
|
Q3 2023
Added 13.39%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
11,170
shares
|
$282,489
0.01% of portfolio
|
Q4 2024
Added 70.55%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
11,020
shares
|
$278,695
0.03% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
10,990
shares
|
$277,937
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
10,989
shares
|
$277,911
0.19% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
10,755
shares
|
$271,993
0.12% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
10,644
shares
|
$269,186
0.1% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
10,568
shares
|
$267,264
0.09% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
10,462
shares
|
$264,583
0.11% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,385
shares
|
$262,636
0.01% of portfolio
|
Q2 2020
Added 9.19%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
10,351
shares
|
$261,776
0.02% of portfolio
|
Q1 2025
Added 36.86%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
10,324
shares
|
$261,093
0.02% of portfolio
|
Q1 2025
Added 13.61%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
10,198
shares
|
$257,907
0.05% of portfolio
|
Q1 2023
Reduced 8.16%
|