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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,150,781
shares
|
$29.1 Million
0.06% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,134,340
shares
|
$28.7 Million
7.07% of portfolio
|
Q4 2023
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,121,525
shares
|
$28.4 Million
0.94% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
1,120,509
shares
|
$28.3 Million
5.62% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
1,112,560
shares
|
$28.1 Million
12.98% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Apr 10, 2025 Q1 2025 |
1,101,991
shares
|
$27.9 Million
20.18% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
1,060,687
shares
|
$26.8 Million
8.93% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
1,045,331
shares
|
$26.4 Million
1.33% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
1,024,752
shares
|
$25.9 Million
3.31% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
1,011,458
shares
|
$25.6 Million
3.23% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
983,955
shares
|
$24.9 Million
3.09% of portfolio
|
Q1 2025
Added 15.89%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
960,743
shares
|
$24.3 Million
1.87% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
953,639
shares
|
$24.1 Million
0.3% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
926,699
shares
|
$23.4 Million
1.95% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
922,781
shares
|
$23.3 Million
9.55% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
915,790
shares
|
$23.2 Million
0.0% of portfolio
|
Q1 2025
Added 235.31%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
897,226
shares
|
$22.7 Million
0.97% of portfolio
|
Q1 2025
Added 48.17%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
874,806
shares
|
$22.1 Million
0.77% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
862,627
shares
|
$21.8 Million
6.2% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
858,673
shares
|
$21.7 Million
0.25% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
841,252
shares
|
$21.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
839,416
shares
|
$21.2 Million
2.44% of portfolio
|
Q1 2025
Added 7829.49%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
835,500
shares
|
$21.1 Million
0.01% of portfolio
|
Q1 2025
Added 186.08%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
813,310
shares
|
$20.6 Million
5.37% of portfolio
|
Q1 2025
Added 40.62%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
810,132
shares
|
$20.5 Million
6.46% of portfolio
|
Q1 2025
Added 4.18%
|