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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
796,659
shares
|
$20.4 Million
0.07% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
778,200
shares
|
$19.9 Million
0.32% of portfolio
|
Q2 2023
Added 10.38%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
756,469
shares
|
$19.3 Million
0.3% of portfolio
|
Q1 2025
Reduced 31.11%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
749,693
shares
|
$19.2 Million
1.98% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
738,554
shares
|
$18.9 Million
0.05% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
738,087
shares
|
$18.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
733,295
shares
|
$18.7 Million
2.8% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
732,332
shares
|
$18.7 Million
1.39% of portfolio
|
Q1 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
689,649
shares
|
$17.6 Million
1.41% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
685,737
shares
|
$17.5 Million
0.02% of portfolio
|
Q4 2024
Added 13.66%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
683,559
shares
|
$17.5 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
675,238
shares
|
$17.3 Million
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
660,755
shares
|
$16.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
628,721
shares
|
$16.1 Million
4.05% of portfolio
|
Q2 2024
Added 10.95%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
613,193
shares
|
$15.7 Million
12.8% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
605,527
shares
|
$15.5 Million
0.65% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
585,568
shares
|
$15 Million
0.01% of portfolio
|
Q4 2024
Added 39.08%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
582,795
shares
|
$14.9 Million
11.24% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
571,570
shares
|
$14.6 Million
4.2% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
570,433
shares
|
$14.6 Million
4.6% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
548,400
shares
|
$14 Million
13.03% of portfolio
|
Q3 2024
New holding
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
532,270
shares
|
$13.6 Million
6.3% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
511,809
shares
|
$13.1 Million
1.94% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
510,167
shares
|
$13 Million
0.45% of portfolio
|
Q1 2025
Added 456.02%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
496,344
shares
|
$12.7 Million
1.45% of portfolio
|
Q4 2024
Reduced 9.05%
|