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 536 institutions that hold shares in the stock, with a total of 270 Million shares, which have been reported (via 13F filing form) to have a value of $6.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
25,684,190
shares
|
$645 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
16,328,149
shares
|
$410 Million
1.69% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
12,821,067
shares
|
$322 Million
6.21% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,947,430
shares
|
$275 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
10,187,564
shares
|
$256 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.06%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,394,590
shares
|
$236 Million
0.52% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
7,410,178
shares
|
$186 Million
4.33% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
4,552,262
shares
|
$114 Million
0.25% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
4,351,067
shares
|
$109 Million
2.88% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,068,854
shares
|
$102 Million
6.87% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
3,837,322
shares
|
$96.4 Million
0.55% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,736,967
shares
|
$93.8 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,605,454
shares
|
$90.5 Million
8.11% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,583,777
shares
|
$90 Million
1.21% of portfolio
|
Q2 2022
Reduced 82.88%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
3,479,841
shares
|
$87.4 Million
9.21% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
3,391,024
shares
|
$85.1 Million
9.61% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
3,133,384
shares
|
$78.7 Million
16.2% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
2,850,608
shares
|
$71.6 Million
2.0% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
2,808,080
shares
|
$70.5 Million
0.7% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,741,362
shares
|
$68.8 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,735,554
shares
|
$68.7 Million
5.18% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,520,287
shares
|
$63.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
2,505,989
shares
|
$62.9 Million
7.94% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
2,408,625
shares
|
$60.5 Million
1.72% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
2,218,830
shares
|
$55.7 Million
3.62% of portfolio
|
Q4 2024
Reduced 3.38%
|