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 |
|---|---|---|---|---|---|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
41,761
shares
|
$1.07 Million
0.13% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
41,671
shares
|
$1.06 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
40,426
shares
|
$1.03 Million
0.15% of portfolio
|
Q1 2025
Reduced 13.97%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Apr 23, 2025 Q1 2025 |
39,849
shares
|
$1.02 Million
1.68% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
38,750
shares
|
$990,062
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
38,273
shares
|
$977,875
0.09% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
38,083
shares
|
$973,020
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
37,272
shares
|
$952,299
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
37,227
shares
|
$951,149
0.63% of portfolio
|
Q4 2024
Reduced 25.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
36,248
shares
|
$926,136
0.03% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
35,968
shares
|
$918,982
1.06% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
35,794
shares
|
$914,536
0.01% of portfolio
|
Q4 2024
Added 19.15%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
35,321
shares
|
$902,451
0.09% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
35,241
shares
|
$900,407
0.04% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
34,945
shares
|
$892,844
0.11% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
34,718
shares
|
$887,044
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
33,902
shares
|
$866,196
0.17% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,275
shares
|
$850,176
0.12% of portfolio
|
Q4 2024
Added 27.51%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
33,197
shares
|
$848,183
0.21% of portfolio
|
Q4 2024
Added 67648.98%
|
|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
32,900
shares
|
$840,595
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
32,823
shares
|
$838,627
0.33% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
32,601
shares
|
$832,955
0.29% of portfolio
|
Q4 2024
Reduced 30.85%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
32,007
shares
|
$817,778
0.74% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
31,869
shares
|
$814,252
0.5% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
31,690
shares
|
$809,679
0.47% of portfolio
|
Q1 2025
Added 0.55%
|