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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
503,795
shares
|
$13.1 Million
1.57% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
485,171
shares
|
$12.6 Million
0.48% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
473,977
shares
|
$12.4 Million
0.02% of portfolio
|
Q2 2025
Added 20.95%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
448,317
shares
|
$11.7 Million
2.67% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
447,927
shares
|
$11.7 Million
2.08% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Aug 05, 2025 Q2 2025 |
447,211
shares
|
$11.7 Million
7.41% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
442,554
shares
|
$11.5 Million
2.21% of portfolio
|
Q3 2024
Added 23.02%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
436,493
shares
|
$11.4 Million
1.48% of portfolio
|
Q2 2025
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
434,268
shares
|
$11.3 Million
1.19% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
420,478
shares
|
$11 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
414,519
shares
|
$10.8 Million
8.19% of portfolio
|
Q3 2023
New holding
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
411,645
shares
|
$10.7 Million
2.86% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
404,651
shares
|
$10.5 Million
0.25% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
385,344
shares
|
$10 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
377,793
shares
|
$9.85 Million
0.4% of portfolio
|
Q2 2025
Reduced 22.28%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
375,907
shares
|
$9.8 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
370,223
shares
|
$9.65 Million
1.55% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
350,915
shares
|
$9.15 Million
6.44% of portfolio
|
Q2 2025
Reduced 17.7%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
348,568
shares
|
$9.09 Million
1.63% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
348,150
shares
|
$9.08 Million
6.88% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
347,767
shares
|
$9.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 58.38%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
341,628
shares
|
$8.91 Million
2.22% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
337,417
shares
|
$8.8 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
336,417
shares
|
$8.77 Million
0.01% of portfolio
|
Q2 2025
Added 20.59%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
328,510
shares
|
$8.56 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.34%
|