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 554 institutions that hold shares in the stock, with a total of 269 Million shares, which have been reported (via 13F filing form) to have a value of $6.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
23,043,191
shares
|
$589 Million
0.24% of portfolio
|
Q1 2025
Reduced 10.28%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
15,955,089
shares
|
$408 Million
1.63% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
11,745,372
shares
|
$300 Million
5.59% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
11,375,617
shares
|
$291 Million
0.1% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
10,187,564
shares
|
$260 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.06%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
9,959,641
shares
|
$254 Million
0.52% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
7,410,178
shares
|
$189 Million
4.33% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
4,819,951
shares
|
$123 Million
0.78% of portfolio
|
Q1 2025
Added 25.61%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
4,070,096
shares
|
$104 Million
2.62% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,068,854
shares
|
$104 Million
6.87% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
3,760,641
shares
|
$96.1 Million
0.2% of portfolio
|
Q1 2025
Reduced 18.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,736,967
shares
|
$95.5 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,605,454
shares
|
$92.1 Million
8.11% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,583,777
shares
|
$91.6 Million
1.21% of portfolio
|
Q2 2022
Reduced 82.88%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
3,479,841
shares
|
$88.9 Million
9.21% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
3,133,384
shares
|
$80.1 Million
16.2% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
3,086,790
shares
|
$78.9 Million
9.27% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
2,850,608
shares
|
$72.8 Million
2.0% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
2,808,080
shares
|
$71.7 Million
0.7% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,780,233
shares
|
$71 Million
5.24% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,741,362
shares
|
$70 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,520,287
shares
|
$64.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
2,451,771
shares
|
$62.6 Million
7.96% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
2,282,866
shares
|
$58.3 Million
4.65% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
2,223,854
shares
|
$56.8 Million
1.6% of portfolio
|
Q1 2025
Reduced 7.67%
|