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 |
|---|---|---|---|---|---|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
842,874
shares
|
$22 Million
6.0% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
814,832
shares
|
$21.2 Million
0.06% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
812,905
shares
|
$21.2 Million
1.64% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
807,738
shares
|
$21.1 Million
0.03% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
791,983
shares
|
$20.6 Million
2.71% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
791,713
shares
|
$20.6 Million
0.05% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
778,200
shares
|
$20.3 Million
0.32% of portfolio
|
Q2 2023
Added 10.38%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
777,857
shares
|
$20.3 Million
0.02% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
741,627
shares
|
$19.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
735,412
shares
|
$19.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
710,779
shares
|
$18.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 38.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
692,806
shares
|
$18.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
680,676
shares
|
$17.7 Million
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
675,717
shares
|
$17.6 Million
7.06% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
670,775
shares
|
$17.5 Million
1.23% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
640,613
shares
|
$16.7 Million
12.54% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
628,721
shares
|
$16.4 Million
4.05% of portfolio
|
Q2 2024
Added 10.95%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
626,788
shares
|
$16.3 Million
0.71% of portfolio
|
Q2 2025
Added 334.51%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
577,881
shares
|
$15.1 Million
10.15% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
574,164
shares
|
$15 Million
0.2% of portfolio
|
Q2 2025
Reduced 24.1%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
573,602
shares
|
$15 Million
3.95% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
524,494
shares
|
$13.7 Million
0.01% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
511,983
shares
|
$13.3 Million
3.97% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
508,420
shares
|
$13.3 Million
0.42% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
505,572
shares
|
$13.2 Million
9.6% of portfolio
|
Q2 2025
Reduced 9.97%
|