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 551 institutions that hold shares in the stock, with a total of 278 Million shares, which have been reported (via 13F filing form) to have a value of $7.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
837,489
shares
|
$21.6 Million
0.05% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
821,788
shares
|
$21.2 Million
0.17% of portfolio
|
Q3 2025
Added 95.44%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
815,329
shares
|
$21 Million
2.19% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
812,166
shares
|
$20.9 Million
0.57% of portfolio
|
Q3 2025
Reduced 21.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
807,738
shares
|
$20.8 Million
0.03% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
800,960
shares
|
$20.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 19.14%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
789,870
shares
|
$20.4 Million
0.01% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
778,200
shares
|
$20.1 Million
0.32% of portfolio
|
Q2 2023
Added 10.38%
|
|
|
Aspire Private Capital, LLC
|
Jan 16, 2026 Q4 2025 |
769,496
shares
|
$19.8 Million
4.66% of portfolio
|
Q4 2025
Added 12.8%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jan 23, 2026 Q4 2025 |
742,520
shares
|
$19.1 Million
13.6% of portfolio
|
Q4 2025
Added 15.91%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
713,449
shares
|
$18.4 Million
1.23% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
704,237
shares
|
$18.2 Million
1.32% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
690,691
shares
|
$17.8 Million
0.0% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
675,717
shares
|
$17.4 Million
7.06% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
658,872
shares
|
$17 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.9%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
628,721
shares
|
$16.2 Million
4.05% of portfolio
|
Q2 2024
Added 10.95%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
608,102
shares
|
$15.7 Million
10.44% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
587,395
shares
|
$15.1 Million
0.01% of portfolio
|
Q3 2025
Added 257.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
551,275
shares
|
$14.2 Million
0.01% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
546,245
shares
|
$14.1 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
533,811
shares
|
$13.8 Million
0.42% of portfolio
|
Q4 2025
Added 4.99%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
504,436
shares
|
$13 Million
1.44% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
503,599
shares
|
$13 Million
0.82% of portfolio
|
Q3 2025
Added 120.87%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
492,758
shares
|
$12.7 Million
8.71% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
490,947
shares
|
$12.7 Million
1.58% of portfolio
|
Q3 2025
Added 12.48%
|
|