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 482 institutions that hold shares in the stock, with a total of 240 Million shares, which have been reported (via 13F filing form) to have a value of $6.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
517
shares
|
$13,188
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Aug 15, 2024 Q2 2024 |
416
shares
|
$10,612
0.01% of portfolio
|
Q1 2024
Reduced 97.77%
|
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
359
shares
|
$9,158
0.0% of portfolio
|
Q2 2024
Added 30.07%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
338
shares
|
$8,622
0.0% of portfolio
|
Q1 2022
Added 1.2%
|
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
310
shares
|
$7,908
0.0% of portfolio
|
Q4 2022
Reduced 12.92%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
287
shares
|
$7,321
0.0% of portfolio
|
Q1 2024
Added 3.48%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
279
shares
|
$7,117
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
277
shares
|
$7,066
0.0% of portfolio
|
Q4 2023
Added 24.22%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
267
shares
|
$6,811
0.0% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
264
shares
|
$6,734
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
250
shares
|
$6,377
0.0% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
249
shares
|
$6,351
0.0% of portfolio
|
Q2 2024
Added 1.22%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
212
shares
|
$5,408
0.0% of portfolio
|
Q2 2024
Added 1827.27%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 25, 2024 Q2 2024 |
157
shares
|
$4,005
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
153
shares
|
$3,903
0.0% of portfolio
|
Q2 2024
Reduced 82.43%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
142
shares
|
$3,622
0.0% of portfolio
|
Q2 2024
Added 0.71%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
125
shares
|
$3,188
0.0% of portfolio
|
Q3 2024
Reduced 88.04%
|
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
104
shares
|
$2,653
0.0% of portfolio
|
Q1 2024
Added 5100.0%
|
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
84
shares
|
$2,142
0.0% of portfolio
|
Q2 2024
Reduced 85.19%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
81
shares
|
$2,066
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
61
shares
|
$1,556
0.0% of portfolio
|
Q1 2020
Reduced 58.5%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
50
shares
|
$1,275
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
44
shares
|
$1,122
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
40
shares
|
$1,020
0.0% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
28
shares
|
$714
0.0% of portfolio
|
Q1 2023
Reduced 97.92%
|