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 493 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $6.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
18,649
shares
|
$470,141
0.31% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
18,345
shares
|
$462,477
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
18,145
shares
|
$457,435
0.34% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
17,943
shares
|
$452,343
0.02% of portfolio
|
Q3 2023
Reduced 2.06%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
17,725
shares
|
$446,847
0.29% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
17,184
shares
|
$433,208
0.11% of portfolio
|
Q3 2024
Added 13.54%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
17,070
shares
|
$430,334
0.06% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
17,059
shares
|
$430,057
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,012
shares
|
$428,872
0.0% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
16,765
shares
|
$422,645
0.04% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
16,732
shares
|
$421,813
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
15,978
shares
|
$402,805
0.19% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,597
shares
|
$393,200
0.0% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
15,586
shares
|
$392,923
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
15,486
shares
|
$390,402
0.11% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
15,367
shares
|
$387,402
0.04% of portfolio
|
Q3 2024
Reduced 31.96%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
15,232
shares
|
$383,998
0.23% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
14,887
shares
|
$375,301
0.01% of portfolio
|
Q3 2024
Reduced 96.42%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
14,638
shares
|
$369,023
0.0% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,593
shares
|
$367,889
0.01% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
14,100
shares
|
$355,461
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
14,036
shares
|
$353,847
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
13,767
shares
|
$347,066
0.02% of portfolio
|
Q3 2024
Added 55.47%
|
|
|
Capital Cs Group, LLC
|
Oct 04, 2024 Q3 2024 |
13,474
shares
|
$339,679
0.24% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
13,318
shares
|
$335,746
0.12% of portfolio
|
Q3 2024
Added 4.08%
|