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 |
---|---|---|---|---|---|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
1,273
shares
|
$32,194
0.0% of portfolio
|
Q1 2025
New holding
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
1,230
shares
|
$31,106
0.02% of portfolio
|
Q1 2025
Added 1.32%
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
1,200
shares
|
$30,348
0.01% of portfolio
|
Q4 2024
New holding
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,134
shares
|
$28,678
0.02% of portfolio
|
Q1 2022
Reduced 6.82%
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
951
shares
|
$24,050
0.01% of portfolio
|
Q1 2025
New holding
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
932
shares
|
$23,570
0.0% of portfolio
|
Q1 2025
Reduced 27.64%
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
915
shares
|
$23,140
0.01% of portfolio
|
Q1 2024
New holding
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
888
shares
|
$22,457
0.0% of portfolio
|
Q1 2025
New holding
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
832
shares
|
$21,041
0.0% of portfolio
|
Q1 2025
New holding
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
813
shares
|
$20,560
0.02% of portfolio
|
Q4 2024
New holding
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
775
shares
|
$19,599
0.01% of portfolio
|
Q1 2025
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
669
shares
|
$16,919
0.0% of portfolio
|
Q4 2023
Added 1.21%
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
656
shares
|
$16,590
0.01% of portfolio
|
Q4 2024
Reduced 21.15%
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
626
shares
|
$15,831
0.01% of portfolio
|
Q1 2025
Added 0.64%
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
605
shares
|
$15,300
0.0% of portfolio
|
Q1 2025
Added 0.67%
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
598
shares
|
$15,123
0.0% of portfolio
|
Q1 2025
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
596
shares
|
$15,072
0.0% of portfolio
|
Q4 2024
Reduced 24.75%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
578
shares
|
$14,617
0.01% of portfolio
|
Q4 2024
Reduced 85.37%
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
558
shares
|
$14,111
0.0% of portfolio
|
Q1 2025
New holding
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
485
shares
|
$12,265
0.0% of portfolio
|
Q1 2025
Reduced 40.71%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
426
shares
|
$10,773
0.0% of portfolio
|
Q4 2024
Added 15.14%
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
414
shares
|
$10,470
0.0% of portfolio
|
Q1 2025
Reduced 72.56%
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
392
shares
|
$9,913
0.01% of portfolio
|
Q4 2024
Added 0.51%
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
384
shares
|
$9,711
0.01% of portfolio
|
Q1 2025
New holding
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
384
shares
|
$9,711
0.01% of portfolio
|
Q1 2025
New holding
|