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 562 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 |
|---|---|---|---|---|---|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
10,180
shares
|
$257,452
0.05% of portfolio
|
Q1 2024
Reduced 37.63%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
10,170
shares
|
$257,199
0.15% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
10,154
shares
|
$256,794
0.15% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
9,972
shares
|
$252,191
0.04% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
9,878
shares
|
$249,814
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
9,847
shares
|
$249,030
0.0% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
9,820
shares
|
$248,347
0.09% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Catalyst Private Wealth, LLC
|
Apr 08, 2025 Q1 2025 |
9,597
shares
|
$242,708
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Apr 10, 2025 Q1 2025 |
9,544
shares
|
$241,367
0.08% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
9,449
shares
|
$238,965
0.08% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
9,412
shares
|
$238,029
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
9,393
shares
|
$237,548
0.15% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
9,318
shares
|
$235,652
0.05% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
9,219
shares
|
$233,148
0.02% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
9,076
shares
|
$229,532
0.06% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
9,068
shares
|
$229,329
0.05% of portfolio
|
Q4 2022
Reduced 18.66%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
9,068
shares
|
$229,329
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
9,062
shares
|
$229,177
0.05% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
8,909
shares
|
$225,308
0.11% of portfolio
|
Q1 2025
Added 60.81%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
8,812
shares
|
$222,855
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
8,634
shares
|
$218,353
0.11% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
8,577
shares
|
$216,912
0.02% of portfolio
|
Q3 2022
Added 17.38%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
8,556
shares
|
$216,381
0.1% of portfolio
|
Q1 2025
Added 71.7%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
8,513
shares
|
$215,293
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
8,505
shares
|
$215,091
0.03% of portfolio
|
Q1 2023
Reduced 5.48%
|