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 493 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $6.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
308,093
shares
|
$7.85 Million
4.35% of portfolio
|
Q2 2024
New holding
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
291,475
shares
|
$7.42 Million
4.11% of portfolio
|
Q4 2023
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
287,988
shares
|
$7.34 Million
0.01% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
285,409
shares
|
$7.27 Million
0.01% of portfolio
|
Q3 2024
Added 20.41%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
280,908
shares
|
$7.15 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
275,187
shares
|
$7.01 Million
1.72% of portfolio
|
Q3 2024
Reduced 28.73%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
271,650
shares
|
$6.92 Million
1.48% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Oct 17, 2024 Q3 2024 |
269,855
shares
|
$6.87 Million
6.59% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
259,104
shares
|
$6.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 78.61%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
258,178
shares
|
$6.58 Million
0.5% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
256,935
shares
|
$6.54 Million
0.02% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
252,034
shares
|
$6.42 Million
1.49% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
Nov 04, 2024 Q3 2024 |
250,600
shares
|
$6.38 Million
3.18% of portfolio
|
Q2 2021
Reduced 21.83%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
249,579
shares
|
$6.36 Million
1.32% of portfolio
|
Q3 2024
Added 381.01%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
248,925
shares
|
$6.34 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.05%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
245,700
shares
|
$6.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
244,163
shares
|
$6.22 Million
5.71% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
241,936
shares
|
$6.16 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
240,278
shares
|
$6.12 Million
0.71% of portfolio
|
Q4 2023
Reduced 4.99%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
235,695
shares
|
$6 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
235,386
shares
|
$6 Million
1.7% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
234,836
shares
|
$5.98 Million
0.7% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
228,351
shares
|
$5.82 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
225,730
shares
|
$5.75 Million
3.72% of portfolio
|
Q3 2024
Added 19.1%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
217,792
shares
|
$5.55 Million
2.66% of portfolio
|
Q3 2024
Added 3.36%
|