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 556 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 $6.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
97,335
shares
|
$2.49 Million
0.08% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
95,067
shares
|
$2.43 Million
1.6% of portfolio
|
Q3 2023
Reduced 2.05%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
94,276
shares
|
$2.41 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
94,271
shares
|
$2.41 Million
0.11% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
93,979
shares
|
$2.4 Million
1.33% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
89,596
shares
|
$2.29 Million
0.76% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
87,607
shares
|
$2.24 Million
0.03% of portfolio
|
Q1 2025
Reduced 33.8%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
87,235
shares
|
$2.23 Million
0.45% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
86,732
shares
|
$2.22 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
85,855
shares
|
$2.19 Million
2.42% of portfolio
|
Q3 2024
Added 21.27%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
85,232
shares
|
$2.18 Million
0.68% of portfolio
|
Q1 2025
Added 300.55%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
84,104
shares
|
$2.15 Million
2.37% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
83,916
shares
|
$2.14 Million
0.0% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
83,631
shares
|
$2.14 Million
1.29% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
83,149
shares
|
$2.12 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
82,251
shares
|
$2.1 Million
1.12% of portfolio
|
Q4 2024
Added 20.7%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
81,883
shares
|
$2.09 Million
0.42% of portfolio
|
Q4 2022
Added 183.93%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
79,950
shares
|
$2.04 Million
0.11% of portfolio
|
Q1 2025
Added 34.08%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
78,044
shares
|
$1.99 Million
0.14% of portfolio
|
Q3 2022
Added 77.78%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
77,608
shares
|
$1.98 Million
0.95% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
76,826
shares
|
$1.96 Million
0.54% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
75,605
shares
|
$1.93 Million
0.19% of portfolio
|
Q4 2024
Reduced 30.6%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
73,979
shares
|
$1.89 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
71,424
shares
|
$1.82 Million
0.51% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
69,902
shares
|
$1.79 Million
0.08% of portfolio
|
Q4 2024
Added 9.93%
|