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 |
|---|---|---|---|---|---|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
259,928
shares
|
$6.57 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
257,368
shares
|
$6.51 Million
0.17% of portfolio
|
Q1 2025
Added 23.49%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
250,600
shares
|
$6.34 Million
3.18% of portfolio
|
Q2 2021
Reduced 21.83%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
250,362
shares
|
$6.33 Million
0.73% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
247,297
shares
|
$6.25 Million
0.18% of portfolio
|
Q4 2024
Added 16.41%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
242,928
shares
|
$6.14 Million
0.04% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
240,278
shares
|
$6.08 Million
0.71% of portfolio
|
Q4 2023
Reduced 4.99%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
239,491
shares
|
$6.06 Million
0.99% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
232,942
shares
|
$5.89 Million
2.16% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
229,009
shares
|
$5.79 Million
3.8% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
221,959
shares
|
$5.61 Million
0.2% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
219,668
shares
|
$5.56 Million
0.3% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
218,714
shares
|
$5.53 Million
0.69% of portfolio
|
Q1 2025
Added 1060.84%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
216,239
shares
|
$5.47 Million
4.63% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
213,925
shares
|
$5.41 Million
2.36% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
213,701
shares
|
$5.4 Million
2.29% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
213,468
shares
|
$5.4 Million
0.95% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
213,068
shares
|
$5.39 Million
2.85% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
211,771
shares
|
$5.36 Million
0.04% of portfolio
|
Q1 2025
Added 50.59%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
209,337
shares
|
$5.29 Million
0.91% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
200,111
shares
|
$5.06 Million
0.1% of portfolio
|
Q1 2025
Added 22.69%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
196,652
shares
|
$4.97 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
193,218
shares
|
$4.89 Million
0.05% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
192,749
shares
|
$4.87 Million
0.02% of portfolio
|
Q1 2025
Reduced 29.69%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
192,640
shares
|
$4.87 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.77%
|