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 |
|---|---|---|---|---|---|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,296,401
shares
|
$57.9 Million
3.98% of portfolio
|
Q3 2024
Added 501.37%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
2,222,984
shares
|
$56 Million
1.7% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,152,302
shares
|
$54.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
2,127,219
shares
|
$53.6 Million
2.89% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
2,014,851
shares
|
$50.8 Million
6.75% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,967,933
shares
|
$49.6 Million
0.15% of portfolio
|
Q3 2024
Added 51.19%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,949,848
shares
|
$49.2 Million
1.33% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2024 Q3 2024 |
1,902,968
shares
|
$48 Million
3.78% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,875,253
shares
|
$47.3 Million
0.33% of portfolio
|
Q3 2024
Added 23.85%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
1,668,805
shares
|
$42.1 Million
0.82% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,644,561
shares
|
$41.5 Million
3.91% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,641,393
shares
|
$41.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
1,628,257
shares
|
$41 Million
9.06% of portfolio
|
Q3 2024
Added 76.84%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
1,522,309
shares
|
$38.4 Million
8.45% of portfolio
|
Q3 2024
Added 124.28%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
1,496,743
shares
|
$37.7 Million
0.44% of portfolio
|
Q3 2024
Added 23.21%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
1,457,068
shares
|
$36.7 Million
12.76% of portfolio
|
Q3 2024
Added 12.05%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,428,779
shares
|
$36 Million
0.0% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
1,394,448
shares
|
$35.2 Million
2.21% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
1,357,634
shares
|
$34.2 Million
0.13% of portfolio
|
Q3 2024
Added 94.8%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
1,320,272
shares
|
$33.3 Million
2.58% of portfolio
|
Q3 2024
Added 9.48%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,282,439
shares
|
$32.3 Million
0.4% of portfolio
|
Q3 2024
Reduced 18.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,199,557
shares
|
$30.2 Million
0.06% of portfolio
|
Q3 2024
Added 21.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,198,791
shares
|
$30.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,195,139
shares
|
$30.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Money Design Co.,Ltd.
|
Oct 09, 2024 Q3 2024 |
1,181,832
shares
|
$29.8 Million
1.54% of portfolio
|
Q3 2024
Added 2.43%
|