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 555 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $7.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
23,633,736
shares
|
$603 Million
0.02% of portfolio
|
Q2 2025
Added 103.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
22,164,478
shares
|
$565 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
17,087,709
shares
|
$436 Million
1.54% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
12,634,914
shares
|
$322 Million
5.44% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
11,100,502
shares
|
$283 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
10,533,231
shares
|
$269 Million
0.49% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
7,716,661
shares
|
$197 Million
4.04% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
4,428,628
shares
|
$113 Million
0.65% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,068,854
shares
|
$104 Million
6.87% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
3,908,749
shares
|
$99.7 Million
0.23% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
3,897,587
shares
|
$99.4 Million
2.26% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
3,695,021
shares
|
$94.3 Million
8.95% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,629,531
shares
|
$92.6 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,583,777
shares
|
$91.4 Million
1.21% of portfolio
|
Q2 2022
Reduced 82.88%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
3,479,793
shares
|
$88.8 Million
15.66% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
2,999,565
shares
|
$76.5 Million
2.12% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
2,968,636
shares
|
$75.7 Million
8.84% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
2,963,765
shares
|
$75.6 Million
4.68% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,867,808
shares
|
$73.2 Million
0.03% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,841,986
shares
|
$72.5 Million
4.8% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,557,686
shares
|
$65.2 Million
0.01% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
2,385,485
shares
|
$60.9 Million
1.46% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,385,171
shares
|
$60.8 Million
0.15% of portfolio
|
Q2 2025
Added 81.77%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
2,316,948
shares
|
$59.1 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
2,307,310
shares
|
$58.9 Million
0.51% of portfolio
|
Q2 2025
Reduced 5.79%
|