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 267 Million shares, which have been reported (via 13F filing form) to have a value of $6.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
492,216
shares
|
$12.4 Million
0.01% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
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%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
469,163
shares
|
$11.9 Million
0.83% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
462,691
shares
|
$11.7 Million
2.88% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
456,846
shares
|
$11.5 Million
0.88% of portfolio
|
Q4 2024
Added 128.22%
|
|
|
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%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
445,532
shares
|
$11.3 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
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%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
436,953
shares
|
$11 Million
0.48% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
436,844
shares
|
$11 Million
2.24% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
422,920
shares
|
$10.7 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
417,095
shares
|
$10.5 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
416,488
shares
|
$10.5 Million
0.2% of portfolio
|
Q4 2024
Added 76.71%
|
|
|
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.
|
Jan 17, 2025 Q4 2024 |
413,112
shares
|
$10.4 Million
3.07% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Feb 19, 2025 Q4 2024 |
410,374
shares
|
$10.4 Million
7.04% of portfolio
|
Q4 2024
New holding
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
397,499
shares
|
$10 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
392,555
shares
|
$9.92 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
377,232
shares
|
$9.53 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
369,518
shares
|
$9.34 Million
3.39% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
362,831
shares
|
$9.17 Million
0.75% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
361,490
shares
|
$9.13 Million
0.07% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
357,600
shares
|
$9.04 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
353,996
shares
|
$8.95 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
340,153
shares
|
$8.6 Million
0.47% of portfolio
|
Q4 2024
Added 207.14%
|