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 568 institutions that hold shares in the stock, with a total of 271 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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
485
shares
|
$12,333
0.0% of portfolio
|
Q1 2025
Reduced 40.71%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
426
shares
|
$10,833
0.0% of portfolio
|
Q4 2024
Added 15.14%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
414
shares
|
$10,528
0.0% of portfolio
|
Q1 2025
Reduced 72.56%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
392
shares
|
$9,968
0.01% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
384
shares
|
$9,765
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
384
shares
|
$9,765
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
374
shares
|
$9,510
0.0% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
369
shares
|
$9,383
0.0% of portfolio
|
Q4 2024
Added 195.2%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
367
shares
|
$9,332
0.0% of portfolio
|
Q1 2025
Added 28.77%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
363
shares
|
$9,231
0.0% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
338
shares
|
$8,595
0.0% of portfolio
|
Q1 2022
Added 1.2%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
317
shares
|
$8,061
0.0% of portfolio
|
Q1 2025
Added 31600.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
275
shares
|
$6,993
0.0% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
249
shares
|
$6,332
0.0% of portfolio
|
Q2 2024
Added 1.22%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
190
shares
|
$4,831
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
157
shares
|
$3,992
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
154
shares
|
$3,916
0.0% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
153
shares
|
$3,890
0.0% of portfolio
|
Q2 2024
Reduced 82.43%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
151
shares
|
$3,839
0.0% of portfolio
|
Q1 2025
Reduced 62.34%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
115
shares
|
$2,924
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
84
shares
|
$2,136
0.0% of portfolio
|
Q2 2024
Reduced 85.19%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
81
shares
|
$2,059
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
61
shares
|
$1,551
0.0% of portfolio
|
Q1 2020
Reduced 58.5%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
54
shares
|
$1,373
0.0% of portfolio
|
Q1 2025
Reduced 80.65%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
54
shares
|
$1,373
0.0% of portfolio
|
Q4 2024
New holding
|