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 |
|---|---|---|---|---|---|
|
Aspetuck Financial Management LLC
Westport, CT |
Aug 06, 2025 Q2 2025 |
119,166
shares
|
$3.11 Million
2.3% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
117,392
shares
|
$3.06 Million
0.01% of portfolio
|
Q2 2025
Added 104.58%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
116,592
shares
|
$3.04 Million
0.25% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
116,115
shares
|
$3.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
115,921
shares
|
$3.02 Million
1.05% of portfolio
|
Q2 2025
Reduced 16.55%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
115,359
shares
|
$3.01 Million
0.07% of portfolio
|
Q2 2025
Added 140.93%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
114,414
shares
|
$2.98 Million
0.27% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
113,772
shares
|
$2.97 Million
0.4% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
112,736
shares
|
$2.94 Million
0.37% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
112,232
shares
|
$2.93 Million
2.47% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
110,878
shares
|
$2.89 Million
0.04% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
110,667
shares
|
$2.89 Million
2.25% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
106,843
shares
|
$2.79 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
103,571
shares
|
$2.7 Million
0.03% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
103,217
shares
|
$2.69 Million
0.2% of portfolio
|
Q2 2025
Added 65.6%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
102,934
shares
|
$2.68 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
100,918
shares
|
$2.63 Million
0.03% of portfolio
|
Q3 2025
Reduced 16.3%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
99,985
shares
|
$2.61 Million
0.47% of portfolio
|
Q2 2025
Added 22.11%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
98,183
shares
|
$2.56 Million
0.1% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
96,902
shares
|
$2.53 Million
0.55% of portfolio
|
Q3 2025
Added 14.99%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
95,067
shares
|
$2.48 Million
1.6% of portfolio
|
Q3 2023
Reduced 2.05%
|
|
|
Compass Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
93,740
shares
|
$2.44 Million
1.3% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
93,525
shares
|
$2.44 Million
0.83% of portfolio
|
Q3 2025
Reduced 13.17%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
92,728
shares
|
$2.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
92,276
shares
|
$2.41 Million
0.92% of portfolio
|
Q2 2025
Reduced 5.42%
|