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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
2,223,854
shares
|
$56.2 Million
1.6% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,152,302
shares
|
$54.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
2,099,827
shares
|
$53.1 Million
7.03% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,070,106
shares
|
$52.4 Million
5.14% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
2,055,336
shares
|
$52 Million
2.81% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
2,054,045
shares
|
$51.9 Million
1.11% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
1,911,365
shares
|
$48.3 Million
2.82% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,770,279
shares
|
$44.8 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,760,387
shares
|
$44.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,644,561
shares
|
$41.6 Million
3.91% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
1,632,898
shares
|
$41.3 Million
2.29% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
1,631,185
shares
|
$41.3 Million
9.56% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,620,472
shares
|
$41 Million
0.32% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
1,569,119
shares
|
$39.7 Million
0.5% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,564,056
shares
|
$39.6 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,468,893
shares
|
$37.1 Million
0.06% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2025 Q1 2025 |
1,444,360
shares
|
$36.5 Million
3.71% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
1,373,995
shares
|
$34.7 Million
7.63% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,324,592
shares
|
$33.5 Million
2.75% of portfolio
|
Q1 2025
Reduced 63.26%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,312,174
shares
|
$33.2 Million
0.09% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
1,297,331
shares
|
$32.8 Million
6.79% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
1,235,637
shares
|
$31.2 Million
4.8% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,216,728
shares
|
$30.8 Million
3.44% of portfolio
|
Q1 2025
Added 39.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,214,722
shares
|
$30.7 Million
0.01% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,171,643
shares
|
$29.6 Million
0.04% of portfolio
|
Q1 2025
Added 1.55%
|