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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
492,216
shares
|
$12.6 Million
0.01% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
486,079
shares
|
$12.4 Million
0.59% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
470,582
shares
|
$12 Million
0.34% of portfolio
|
Q1 2025
Reduced 19.83%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
469,163
shares
|
$12 Million
0.83% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
462,691
shares
|
$11.8 Million
2.88% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
456,846
shares
|
$11.7 Million
0.88% of portfolio
|
Q4 2024
Added 128.22%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
454,693
shares
|
$11.6 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
447,800
shares
|
$11.4 Million
7.64% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
445,532
shares
|
$11.4 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
442,554
shares
|
$11.3 Million
2.21% of portfolio
|
Q3 2024
Added 23.02%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
440,566
shares
|
$11.3 Million
2.3% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
436,953
shares
|
$11.2 Million
0.48% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Apr 25, 2025 Q1 2025 |
426,404
shares
|
$10.9 Million
8.65% of portfolio
|
Q1 2025
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
422,920
shares
|
$10.8 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
417,095
shares
|
$10.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
414,519
shares
|
$10.6 Million
8.19% of portfolio
|
Q3 2023
New holding
|
|
|
Astoria Strategic Wealth, Inc.
|
Apr 29, 2025 Q1 2025 |
411,946
shares
|
$10.5 Million
3.09% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
397,269
shares
|
$10.2 Million
0.66% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
387,194
shares
|
$9.89 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
377,232
shares
|
$9.64 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
371,821
shares
|
$9.5 Million
0.53% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
369,518
shares
|
$9.44 Million
3.39% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
360,414
shares
|
$9.21 Million
1.71% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
358,559
shares
|
$9.16 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
357,600
shares
|
$9.14 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.21%
|