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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
679,419
shares
|
$17.1 Million
2.42% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
669,889
shares
|
$16.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
667,526
shares
|
$16.8 Million
1.89% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
665,226
shares
|
$16.8 Million
0.06% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
649,422
shares
|
$16.4 Million
9.89% of portfolio
|
Q3 2024
Added 56.34%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
628,721
shares
|
$15.9 Million
4.05% of portfolio
|
Q2 2024
Added 10.95%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
603,298
shares
|
$15.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
601,607
shares
|
$15.2 Million
0.9% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
582,750
shares
|
$14.7 Million
4.96% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
578,906
shares
|
$14.6 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
569,733
shares
|
$14.4 Million
10.97% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
553,236
shares
|
$13.9 Million
0.21% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
545,722
shares
|
$13.8 Million
1.57% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
541,098
shares
|
$13.6 Million
1.2% of portfolio
|
Q3 2024
Added 170.32%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
539,338
shares
|
$13.6 Million
4.18% of portfolio
|
Q3 2024
Added 92.17%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
519,986
shares
|
$13.1 Million
6.35% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
518,946
shares
|
$13.1 Million
10.3% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
470,780
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2024
Added 121.49%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
467,685
shares
|
$11.8 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
460,168
shares
|
$11.6 Million
0.81% of portfolio
|
Q3 2024
Reduced 13.11%
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
449,403
shares
|
$11.3 Million
6.24% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
446,264
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Added 68.49%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
442,554
shares
|
$11.2 Million
2.21% of portfolio
|
Q3 2024
Added 23.02%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
441,310
shares
|
$11.1 Million
0.42% of portfolio
|
Q3 2024
Reduced 22.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
434,724
shares
|
$11 Million
0.02% of portfolio
|
Q3 2024
Added 23.66%
|