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 |
|---|---|---|---|---|---|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
12,270
shares
|
$313,498
0.01% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
12,105
shares
|
$309,282
0.11% of portfolio
|
Q4 2024
Added 25.21%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
11,883
shares
|
$303,610
0.1% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
11,827
shares
|
$302,179
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
11,700
shares
|
$298,935
0.06% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
11,677
shares
|
$298,347
0.01% of portfolio
|
Q2 2023
Reduced 39.32%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
11,617
shares
|
$296,814
0.15% of portfolio
|
Q4 2022
Added 5.65%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
11,463
shares
|
$292,879
0.01% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
11,328
shares
|
$289,430
0.31% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
11,306
shares
|
$288,868
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
11,289
shares
|
$288,433
0.0% of portfolio
|
Q3 2023
Added 13.39%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
11,120
shares
|
$284,116
0.03% of portfolio
|
Q4 2024
Reduced 27.64%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
11,120
shares
|
$284,116
0.01% of portfolio
|
Q4 2024
Reduced 82.78%
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
10,931
shares
|
$279,287
0.19% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
10,755
shares
|
$274,790
0.12% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
10,644
shares
|
$271,954
0.1% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
10,568
shares
|
$270,012
0.09% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
10,413
shares
|
$266,052
0.1% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,385
shares
|
$265,336
0.01% of portfolio
|
Q2 2020
Added 9.19%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
10,198
shares
|
$260,558
0.05% of portfolio
|
Q1 2023
Reduced 8.16%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
10,180
shares
|
$260,099
0.05% of portfolio
|
Q1 2024
Reduced 37.63%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
10,170
shares
|
$259,843
0.15% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
10,154
shares
|
$259,434
0.15% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
10,056
shares
|
$256,930
0.05% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
9,972
shares
|
$254,784
0.04% of portfolio
|
Q1 2025
Reduced 0.13%
|