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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
807,738
shares
|
$20.4 Million
0.03% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
796,659
shares
|
$20.1 Million
0.07% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
787,840
shares
|
$19.9 Million
0.05% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
778,200
shares
|
$19.7 Million
0.32% of portfolio
|
Q2 2023
Added 10.38%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
773,305
shares
|
$19.6 Million
3.02% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
770,717
shares
|
$19.5 Million
2.08% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
764,527
shares
|
$19.3 Million
0.02% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
756,469
shares
|
$19.1 Million
0.3% of portfolio
|
Q1 2025
Reduced 31.11%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
738,087
shares
|
$18.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
732,332
shares
|
$18.5 Million
1.39% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
726,884
shares
|
$18.4 Million
0.06% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
716,309
shares
|
$18.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
699,836
shares
|
$17.7 Million
0.02% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
689,649
shares
|
$17.4 Million
1.41% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
674,270
shares
|
$17.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Weitzel Financial Services, Inc.
|
May 15, 2025 Q1 2025 |
644,024
shares
|
$16.3 Million
7.72% of portfolio
|
Q1 2025
Added 21.0%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
628,721
shares
|
$15.9 Million
4.05% of portfolio
|
Q2 2024
Added 10.95%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
613,193
shares
|
$15.5 Million
12.8% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
601,159
shares
|
$15.2 Million
0.17% of portfolio
|
Q1 2025
Added 168.15%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
571,570
shares
|
$14.5 Million
4.2% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
558,275
shares
|
$14.1 Million
10.61% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
558,146
shares
|
$14.1 Million
4.55% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
548,400
shares
|
$13.9 Million
13.03% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
511,809
shares
|
$12.9 Million
1.94% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
510,167
shares
|
$12.9 Million
0.45% of portfolio
|
Q1 2025
Added 456.02%
|