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 267 Million shares, which have been reported (via 13F filing form) to have a value of $6.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
11,677
shares
|
$295,077
0.01% of portfolio
|
Q2 2023
Reduced 39.32%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
11,617
shares
|
$293,561
0.15% of portfolio
|
Q4 2022
Added 5.65%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
11,503
shares
|
$290,680
0.18% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
11,463
shares
|
$289,670
0.01% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
11,289
shares
|
$285,273
0.0% of portfolio
|
Q3 2023
Added 13.39%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
11,120
shares
|
$281,002
0.03% of portfolio
|
Q4 2024
Reduced 27.64%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
11,120
shares
|
$281,002
0.01% of portfolio
|
Q4 2024
Reduced 82.78%
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
10,931
shares
|
$276,226
0.19% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
10,802
shares
|
$272,966
0.0% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
10,755
shares
|
$271,778
0.12% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
10,644
shares
|
$268,973
0.1% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
10,586
shares
|
$267,508
0.03% of portfolio
|
Q4 2024
Added 37.57%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
10,568
shares
|
$267,053
0.09% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
10,413
shares
|
$263,136
0.1% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,385
shares
|
$262,428
0.01% of portfolio
|
Q2 2020
Added 9.19%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
10,361
shares
|
$261,822
0.06% of portfolio
|
Q4 2024
Reduced 62.58%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
10,294
shares
|
$260,129
0.01% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
10,198
shares
|
$257,703
0.05% of portfolio
|
Q1 2023
Reduced 8.16%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
10,180
shares
|
$257,248
0.05% of portfolio
|
Q1 2024
Reduced 37.63%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
10,170
shares
|
$256,995
0.15% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
10,165
shares
|
$256,869
0.07% of portfolio
|
Q4 2024
Added 14.61%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
10,056
shares
|
$254,115
0.05% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
10,026
shares
|
$253,357
0.13% of portfolio
|
Q4 2024
Reduced 96.75%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
9,985
shares
|
$252,320
0.04% of portfolio
|
Q4 2024
Added 57.54%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
9,857
shares
|
$249,086
0.0% of portfolio
|
Q4 2024
Added 6.03%
|