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 482 institutions that hold shares in the stock, with a total of 240 Million shares, which have been reported (via 13F filing form) to have a value of $6.12 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
103,342
shares
|
$2.64 Million
1.06% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
Compass Financial Group, Inc.
|
Aug 02, 2024 Q2 2024 |
102,120
shares
|
$2.61 Million
1.31% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
96,917
shares
|
$2.47 Million
0.4% of portfolio
|
Q1 2024
Reduced 29.5%
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
96,744
shares
|
$2.47 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
Breakwater Investment Management
Seattle, WA |
Aug 08, 2024 Q2 2024 |
96,411
shares
|
$2.46 Million
1.08% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
96,004
shares
|
$2.45 Million
0.36% of portfolio
|
Q2 2024
Added 22.95%
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
95,067
shares
|
$2.43 Million
1.6% of portfolio
|
Q3 2023
Reduced 2.05%
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
94,442
shares
|
$2.41 Million
0.04% of portfolio
|
Q3 2024
Added 5.53%
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
93,644
shares
|
$2.39 Million
1.06% of portfolio
|
Q3 2024
Added 0.12%
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
91,664
shares
|
$2.34 Million
0.89% of portfolio
|
Q3 2024
Added 0.95%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
90,386
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2024
Added 40.72%
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
88,592
shares
|
$2.26 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
86,341
shares
|
$2.2 Million
0.74% of portfolio
|
Q3 2024
Added 27.52%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
85,468
shares
|
$2.18 Million
0.01% of portfolio
|
Q2 2024
Added 2.39%
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 14, 2024 Q2 2024 |
84,278
shares
|
$2.15 Million
2.29% of portfolio
|
Q2 2024
Added 10.37%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
80,641
shares
|
$2.06 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.94%
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
78,431
shares
|
$2 Million
0.89% of portfolio
|
Q3 2024
Added 9.35%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
78,320
shares
|
$2 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
78,044
shares
|
$1.99 Million
0.14% of portfolio
|
Q3 2022
Added 77.78%
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
76,516
shares
|
$1.95 Million
0.04% of portfolio
|
Q3 2024
Added 4.7%
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
75,595
shares
|
$1.93 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
75,201
shares
|
$1.92 Million
0.16% of portfolio
|
Q2 2024
Added 31.79%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
74,700
shares
|
$1.91 Million
0.09% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
72,777
shares
|
$1.86 Million
0.26% of portfolio
|
Q2 2024
Reduced 11.72%
|
|
Flagship Private Wealth, LLC
|
Jul 22, 2024 Q2 2024 |
72,753
shares
|
$1.86 Million
1.08% of portfolio
|
Q2 2024
Reduced 12.77%
|