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 293 Million shares, which have been reported (via 13F filing form) to have a value of $7.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
2,307,310
shares
|
$60.2 Million
0.51% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,152,302
shares
|
$56.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
2,144,071
shares
|
$55.9 Million
6.5% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
2,083,182
shares
|
$54.3 Million
2.51% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
2,082,333
shares
|
$54.3 Million
1.01% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
1,962,947
shares
|
$51.2 Million
2.54% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,910,006
shares
|
$49.8 Million
3.37% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,906,479
shares
|
$49.7 Million
0.27% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
1,770,360
shares
|
$46.2 Million
5.19% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
1,735,980
shares
|
$45.3 Million
4.36% of portfolio
|
Q2 2025
Reduced 23.96%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
1,692,786
shares
|
$44.1 Million
9.12% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
1,649,560
shares
|
$43 Million
2.15% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,644,561
shares
|
$42.9 Million
3.91% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,633,822
shares
|
$42.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,620,472
shares
|
$42.2 Million
0.32% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
1,616,234
shares
|
$42.1 Million
0.33% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
1,616,132
shares
|
$42.1 Million
0.47% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,564,056
shares
|
$40.8 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
1,469,560
shares
|
$38.3 Million
7.24% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
1,436,425
shares
|
$37.4 Million
0.15% of portfolio
|
Q2 2025
Added 70.75%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
1,386,530
shares
|
$36.1 Million
7.13% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Aug 14, 2025 Q2 2025 |
1,381,660
shares
|
$36 Million
2.92% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,314,862
shares
|
$34.3 Million
2.22% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
1,263,272
shares
|
$32.9 Million
4.36% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
1,249,071
shares
|
$32.6 Million
12.65% of portfolio
|
Q3 2025
Added 2.1%
|