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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,165,829
shares
|
$29.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 28.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,150,781
shares
|
$29.4 Million
0.06% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,134,340
shares
|
$29 Million
7.07% of portfolio
|
Q4 2023
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
1,120,509
shares
|
$28.6 Million
5.62% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
1,112,560
shares
|
$28.4 Million
12.98% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Apr 10, 2025 Q1 2025 |
1,101,991
shares
|
$28.2 Million
20.18% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
1,060,687
shares
|
$27.1 Million
8.93% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
1,045,331
shares
|
$26.7 Million
1.33% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
1,024,752
shares
|
$26.2 Million
3.31% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
1,011,458
shares
|
$25.8 Million
3.23% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
985,494
shares
|
$25.2 Million
1.95% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
983,955
shares
|
$25.1 Million
3.09% of portfolio
|
Q1 2025
Added 15.89%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
953,639
shares
|
$24.4 Million
0.3% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
922,781
shares
|
$23.6 Million
9.55% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
874,813
shares
|
$22.4 Million
0.03% of portfolio
|
Q4 2024
Added 101.23%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
865,379
shares
|
$22.1 Million
1.56% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
862,627
shares
|
$22 Million
6.2% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
858,673
shares
|
$21.9 Million
0.25% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
857,751
shares
|
$21.9 Million
1.37% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
841,252
shares
|
$21.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
839,416
shares
|
$21.4 Million
2.44% of portfolio
|
Q1 2025
Added 7829.49%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
813,310
shares
|
$20.8 Million
5.37% of portfolio
|
Q1 2025
Added 40.62%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
810,132
shares
|
$20.7 Million
6.46% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
807,738
shares
|
$20.6 Million
0.03% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
802,450
shares
|
$20.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 33.06%
|