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 |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
274,145
shares
|
$7 Million
0.03% of portfolio
|
Q4 2024
Added 1741.51%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
273,120
shares
|
$6.98 Million
0.0% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
272,046
shares
|
$6.95 Million
0.48% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
261,395
shares
|
$6.68 Million
0.04% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
257,394
shares
|
$6.58 Million
0.18% of portfolio
|
Q1 2025
Added 21.15%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
257,368
shares
|
$6.58 Million
0.17% of portfolio
|
Q1 2025
Added 23.49%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
Jan 29, 2025 Q4 2024 |
250,600
shares
|
$6.4 Million
3.0% of portfolio
|
Q2 2021
Reduced 21.83%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
250,362
shares
|
$6.4 Million
0.73% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
247,297
shares
|
$6.32 Million
0.18% of portfolio
|
Q4 2024
Added 16.41%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
245,700
shares
|
$6.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
242,928
shares
|
$6.21 Million
0.04% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
240,278
shares
|
$6.14 Million
0.71% of portfolio
|
Q4 2023
Reduced 4.99%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
239,491
shares
|
$6.12 Million
0.99% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
232,942
shares
|
$5.95 Million
2.16% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
229,009
shares
|
$5.85 Million
3.8% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
224,185
shares
|
$5.73 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
221,941
shares
|
$5.67 Million
1.22% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
219,668
shares
|
$5.61 Million
0.3% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
216,239
shares
|
$5.52 Million
4.63% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
213,925
shares
|
$5.47 Million
2.36% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
213,701
shares
|
$5.46 Million
2.29% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
213,468
shares
|
$5.45 Million
0.95% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
213,068
shares
|
$5.44 Million
2.85% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
209,337
shares
|
$5.35 Million
0.91% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
208,656
shares
|
$5.33 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.1%
|