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 551 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $7.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
262,018
shares
|
$6.76 Million
0.05% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
259,666
shares
|
$6.7 Million
0.28% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
258,276
shares
|
$6.66 Million
0.54% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
255,628
shares
|
$6.59 Million
0.74% of portfolio
|
Q4 2025
Reduced 85.56%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
254,973
shares
|
$6.58 Million
0.89% of portfolio
|
Q3 2025
Added 11.77%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
250,802
shares
|
$6.47 Million
0.24% of portfolio
|
Q3 2025
Reduced 33.61%
|
|
|
Melone Private Wealth, LLC
|
Jan 07, 2026 Q4 2025 |
250,757
shares
|
$6.47 Million
2.77% of portfolio
|
Q4 2025
Added 23.42%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
Oct 24, 2025 Q3 2025 |
250,600
shares
|
$6.46 Million
2.2% of portfolio
|
Q2 2021
Reduced 21.83%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
246,506
shares
|
$6.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.73%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
245,931
shares
|
$6.34 Million
0.04% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
240,278
shares
|
$6.2 Million
0.71% of portfolio
|
Q4 2023
Reduced 4.99%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
230,314
shares
|
$5.94 Million
0.14% of portfolio
|
Q2 2025
Added 33.88%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
230,271
shares
|
$5.94 Million
1.55% of portfolio
|
Q3 2025
Reduced 25.04%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
227,676
shares
|
$5.87 Million
0.17% of portfolio
|
Q3 2025
Added 155.69%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
223,911
shares
|
$5.77 Million
0.12% of portfolio
|
Q3 2025
Added 73.37%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
223,419
shares
|
$5.76 Million
0.54% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 23, 2026 Q4 2025 |
220,516
shares
|
$5.69 Million
2.13% of portfolio
|
Q4 2025
Reduced 2.41%
|
|
|
Hbw Advisory Services LLC
|
Jan 23, 2026 Q4 2025 |
214,141
shares
|
$5.52 Million
0.67% of portfolio
|
Q4 2025
Reduced 2.83%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
212,680
shares
|
$5.49 Million
0.15% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
210,483
shares
|
$5.43 Million
1.95% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Nov 25, 2025 Q3 2025 |
208,490
shares
|
$5.38 Million
2.04% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
205,632
shares
|
$5.3 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
197,073
shares
|
$5.08 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
196,147
shares
|
$5.06 Million
0.3% of portfolio
|
Q4 2025
Added 90.56%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
193,218
shares
|
$4.98 Million
0.05% of portfolio
|
Q1 2025
Added 8.03%
|
|