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 562 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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
486,079
shares
|
$12.3 Million
0.59% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
482,346
shares
|
$12.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
470,582
shares
|
$11.9 Million
0.34% of portfolio
|
Q1 2025
Reduced 19.83%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
462,691
shares
|
$11.7 Million
2.88% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
454,693
shares
|
$11.5 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
450,424
shares
|
$11.4 Million
2.18% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
447,800
shares
|
$11.3 Million
7.64% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
442,554
shares
|
$11.2 Million
2.21% of portfolio
|
Q3 2024
Added 23.02%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
440,566
shares
|
$11.1 Million
2.3% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
431,365
shares
|
$10.9 Million
1.3% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Apr 25, 2025 Q1 2025 |
426,404
shares
|
$10.8 Million
8.65% of portfolio
|
Q1 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
423,065
shares
|
$10.7 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
414,519
shares
|
$10.5 Million
8.19% of portfolio
|
Q3 2023
New holding
|
|
|
Astoria Strategic Wealth, Inc.
|
Apr 29, 2025 Q1 2025 |
411,946
shares
|
$10.4 Million
3.09% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
411,363
shares
|
$10.4 Million
0.87% of portfolio
|
Q1 2025
Reduced 12.32%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
405,393
shares
|
$10.3 Million
0.47% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
397,269
shares
|
$10 Million
0.66% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
391,863
shares
|
$9.91 Million
0.01% of portfolio
|
Q1 2025
Reduced 55.21%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
387,194
shares
|
$9.79 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
383,012
shares
|
$9.69 Million
0.77% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
371,821
shares
|
$9.4 Million
0.53% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
360,414
shares
|
$9.11 Million
1.71% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
358,559
shares
|
$9.07 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
358,402
shares
|
$9.06 Million
0.08% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
356,623
shares
|
$9.02 Million
0.18% of portfolio
|
Q1 2025
Reduced 14.37%
|