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 |
---|---|---|---|---|---|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
2,127,219
shares
|
$54.3 Million
2.89% of portfolio
|
Q3 2024
Added 2.64%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
2,073,901
shares
|
$52.9 Million
1.66% of portfolio
|
Q2 2024
Added 6.5%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
2,019,926
shares
|
$51.5 Million
0.0% of portfolio
|
Q2 2024
Added 17.92%
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
2,014,851
shares
|
$51.4 Million
6.75% of portfolio
|
Q3 2024
Added 2.48%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
1,819,765
shares
|
$46.4 Million
1.32% of portfolio
|
Q2 2024
Added 8.82%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,807,089
shares
|
$46.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.22%
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Aug 14, 2024 Q2 2024 |
1,745,351
shares
|
$44.5 Million
3.61% of portfolio
|
Q2 2024
Reduced 37.0%
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,644,561
shares
|
$42 Million
3.91% of portfolio
|
Q2 2024
Added 1.9%
|
|
Facet Wealth, Inc.
|
Jul 31, 2024 Q2 2024 |
1,604,468
shares
|
$40.9 Million
1.25% of portfolio
|
Q2 2024
Reduced 8.29%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
1,567,905
shares
|
$40 Million
0.78% of portfolio
|
Q2 2024
Added 5.25%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
1,563,912
shares
|
$39.9 Million
0.5% of portfolio
|
Q2 2024
Added 135.57%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
1,514,080
shares
|
$38.6 Million
0.28% of portfolio
|
Q2 2024
Added 14.25%
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
1,496,743
shares
|
$38.2 Million
0.44% of portfolio
|
Q3 2024
Added 23.21%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,422,522
shares
|
$36.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
1,320,272
shares
|
$33.7 Million
2.58% of portfolio
|
Q3 2024
Added 9.48%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
1,301,670
shares
|
$33.2 Million
0.1% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Aug 01, 2024 Q2 2024 |
1,300,330
shares
|
$33.2 Million
13.09% of portfolio
|
Q2 2024
Added 13.82%
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2024 Q2 2024 |
1,246,236
shares
|
$31.8 Million
2.02% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
1,233,298
shares
|
$31.5 Million
0.04% of portfolio
|
Q2 2024
Reduced 8.2%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,211,289
shares
|
$30.9 Million
0.01% of portfolio
|
Q2 2024
Added 1.86%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,203,562
shares
|
$30.7 Million
0.01% of portfolio
|
Q2 2024
Added 2.71%
|
|
Money Design Co.,Ltd.
|
Oct 09, 2024 Q3 2024 |
1,181,832
shares
|
$30.1 Million
1.54% of portfolio
|
Q3 2024
Added 2.43%
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,134,340
shares
|
$28.9 Million
7.07% of portfolio
|
Q4 2023
New holding
|
|
Reston Wealth Management LLC
|
Jul 30, 2024 Q2 2024 |
1,059,528
shares
|
$27 Million
10.64% of portfolio
|
Q2 2024
Added 1.76%
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,038,488
shares
|
$26.5 Million
12.45% of portfolio
|
Q3 2024
Added 30.02%
|