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 |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
813
shares
|
$21,194
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
762
shares
|
$19,865
0.02% of portfolio
|
Q3 2025
Reduced 93.03%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
669
shares
|
$17,440
0.0% of portfolio
|
Q4 2023
Added 1.21%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
656
shares
|
$17,101
0.01% of portfolio
|
Q4 2024
Reduced 21.15%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
639
shares
|
$16,658
0.01% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
633
shares
|
$16,502
0.01% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
617
shares
|
$16,085
0.0% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
494
shares
|
$12,878
0.0% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
426
shares
|
$11,105
0.0% of portfolio
|
Q4 2024
Added 15.14%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
392
shares
|
$10,219
0.0% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
384
shares
|
$10,010
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
374
shares
|
$9,750
0.0% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
367
shares
|
$9,567
0.0% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
338
shares
|
$8,811
0.0% of portfolio
|
Q1 2022
Added 1.2%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
302
shares
|
$7,873
0.0% of portfolio
|
Q2 2025
Reduced 17.71%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
288
shares
|
$7,508
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
281
shares
|
$7,325
0.0% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
249
shares
|
$6,491
0.0% of portfolio
|
Q2 2024
Added 1.22%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
169
shares
|
$4,405
0.0% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
157
shares
|
$4,092
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
153
shares
|
$3,988
0.0% of portfolio
|
Q2 2024
Reduced 82.43%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
138
shares
|
$3,597
0.0% of portfolio
|
Q2 2025
Added 187.5%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
133
shares
|
$3,467
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
113
shares
|
$2,945
0.0% of portfolio
|
Q2 2025
Reduced 79.75%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
105
shares
|
$2,737
0.0% of portfolio
|
Q2 2025
New holding
|