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 525 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $6.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
86,732
shares
|
$2.17 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
85,855
shares
|
$2.14 Million
2.42% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
84,779
shares
|
$2.12 Million
0.03% of portfolio
|
Q4 2024
Reduced 26.71%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
84,738
shares
|
$2.12 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
83,916
shares
|
$2.1 Million
0.0% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
83,149
shares
|
$2.08 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
82,525
shares
|
$2.06 Million
0.12% of portfolio
|
Q4 2024
Reduced 25.59%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
81,913
shares
|
$2.05 Million
2.23% of portfolio
|
Q4 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
81,064
shares
|
$2.02 Million
0.92% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
80,740
shares
|
$2.02 Million
0.4% of portfolio
|
Q4 2024
Reduced 8.86%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
80,489
shares
|
$2.01 Million
0.5% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
78,747
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
78,044
shares
|
$1.95 Million
0.14% of portfolio
|
Q3 2022
Added 77.78%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
75,605
shares
|
$1.89 Million
0.19% of portfolio
|
Q4 2024
Reduced 30.6%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
74,519
shares
|
$1.86 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
72,257
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.4%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
70,904
shares
|
$1.77 Million
0.85% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
69,902
shares
|
$1.75 Million
0.08% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
69,598
shares
|
$1.74 Million
0.19% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
69,585
shares
|
$1.74 Million
0.18% of portfolio
|
Q4 2023
Reduced 15.57%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
68,236
shares
|
$1.7 Million
0.76% of portfolio
|
Q4 2024
Reduced 25.56%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
68,144
shares
|
$1.7 Million
1.04% of portfolio
|
Q3 2024
Added 20.2%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
67,133
shares
|
$1.68 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
66,638
shares
|
$1.66 Million
0.46% of portfolio
|
Q4 2024
Added 12.76%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
66,628
shares
|
$1.66 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.25%
|