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 |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
2,282,866
shares
|
$58.3 Million
4.65% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
2,223,854
shares
|
$56.8 Million
1.6% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,152,302
shares
|
$55 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
2,099,827
shares
|
$53.7 Million
7.03% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,070,106
shares
|
$52.9 Million
5.14% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
2,055,336
shares
|
$52.5 Million
2.81% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
2,054,045
shares
|
$52.5 Million
1.11% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
1,911,365
shares
|
$48.8 Million
2.82% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,824,435
shares
|
$46.6 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,779,079
shares
|
$45.5 Million
0.0% of portfolio
|
Q4 2024
Added 24.52%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,644,561
shares
|
$42 Million
3.91% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
1,622,228
shares
|
$41.4 Million
9.58% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,579,518
shares
|
$40.4 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,564,056
shares
|
$40 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Feb 14, 2025 Q4 2024 |
1,531,970
shares
|
$39.1 Million
3.02% of portfolio
|
Q4 2024
Reduced 19.5%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
1,520,027
shares
|
$38.8 Million
0.6% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
1,484,163
shares
|
$37.9 Million
2.08% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
1,373,995
shares
|
$35.1 Million
7.63% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,367,785
shares
|
$34.9 Million
0.06% of portfolio
|
Q4 2024
Added 14.02%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,312,174
shares
|
$33.5 Million
0.09% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
1,297,331
shares
|
$33.1 Million
6.79% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,216,728
shares
|
$31.1 Million
3.44% of portfolio
|
Q1 2025
Added 39.5%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,211,885
shares
|
$31 Million
1.01% of portfolio
|
Q4 2024
Added 12.13%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
1,203,589
shares
|
$30.8 Million
4.89% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,171,643
shares
|
$29.9 Million
0.04% of portfolio
|
Q1 2025
Added 1.55%
|