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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
108,943
shares
|
$2.75 Million
0.35% of portfolio
|
Q3 2024
Added 12.41%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
103,342
shares
|
$2.61 Million
1.06% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
102,140
shares
|
$2.57 Million
1.33% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
96,984
shares
|
$2.44 Million
0.34% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
96,744
shares
|
$2.44 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
96,411
shares
|
$2.43 Million
1.08% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
95,067
shares
|
$2.4 Million
1.6% of portfolio
|
Q3 2023
Reduced 2.05%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
94,442
shares
|
$2.38 Million
0.04% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
93,644
shares
|
$2.36 Million
1.06% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
93,354
shares
|
$2.35 Million
1.26% of portfolio
|
Q3 2024
Added 264.58%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
91,664
shares
|
$2.31 Million
0.89% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
88,592
shares
|
$2.23 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
87,591
shares
|
$2.21 Million
0.06% of portfolio
|
Q3 2024
Added 92.15%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
86,341
shares
|
$2.18 Million
0.74% of portfolio
|
Q3 2024
Added 27.52%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
85,855
shares
|
$2.16 Million
2.42% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
82,503
shares
|
$2.08 Million
0.55% of portfolio
|
Q3 2024
Reduced 33.4%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
78,747
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
78,431
shares
|
$1.98 Million
0.89% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
78,159
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
78,044
shares
|
$1.97 Million
0.14% of portfolio
|
Q3 2022
Added 77.78%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
76,516
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
75,595
shares
|
$1.91 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
72,257
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.4%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
72,134
shares
|
$1.82 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
71,479
shares
|
$1.8 Million
0.07% of portfolio
|
Q2 2024
Added 55.82%
|