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 492 institutions that hold shares in the stock, with a total of 259 Million shares, which have been reported (via 13F filing form) to have a value of $6.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
39,973
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2024
Reduced 13.82%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
39,143
shares
|
$986,795
0.54% of portfolio
|
Q2 2024
Added 6.61%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
38,273
shares
|
$964,862
0.09% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
36,516
shares
|
$920,568
0.01% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
35,968
shares
|
$906,753
1.06% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
35,128
shares
|
$885,576
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
35,075
shares
|
$884,240
0.09% of portfolio
|
Q3 2024
Reduced 31.83%
|
|
|
Shelter Mutual Insurance CO
|
Nov 08, 2024 Q3 2024 |
32,900
shares
|
$829,409
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
32,315
shares
|
$814,661
0.18% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
30,827
shares
|
$777,148
0.03% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
30,041
shares
|
$757,333
0.01% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
29,939
shares
|
$754,762
0.02% of portfolio
|
Q3 2024
Reduced 11.68%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
29,493
shares
|
$743,518
0.42% of portfolio
|
Q3 2024
Added 24.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
29,152
shares
|
$734,921
0.03% of portfolio
|
Q3 2024
Added 1411.25%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
29,151
shares
|
$734,896
0.63% of portfolio
|
Q2 2022
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
28,800
shares
|
$726,048
0.14% of portfolio
|
Q1 2024
Reduced 54.32%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
28,559
shares
|
$719,972
0.04% of portfolio
|
Q3 2024
Added 38.61%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
28,280
shares
|
$712,938
0.27% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
28,276
shares
|
$712,837
0.03% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
27,690
shares
|
$698,064
0.19% of portfolio
|
Q3 2024
Added 174.57%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
27,689
shares
|
$698,039
0.44% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
27,608
shares
|
$695,997
0.21% of portfolio
|
Q3 2024
Reduced 41.63%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
27,029
shares
|
$681,401
0.52% of portfolio
|
Q3 2024
Reduced 43.19%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,096
shares
|
$657,880
0.01% of portfolio
|
Q3 2024
Added 67.68%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
26,025
shares
|
$656,090
0.05% of portfolio
|
Q3 2024
Added 5.8%
|