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 |
|---|---|---|---|---|---|
|
Cove Street Capital, LLC
El Segundo, CA |
Feb 12, 2025 Q4 2024 |
14,100
shares
|
$352,077
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
13,775
shares
|
$343,961
0.03% of portfolio
|
Q4 2024
Added 42.35%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
13,430
shares
|
$335,347
0.0% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
13,380
shares
|
$334,098
0.03% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
13,366
shares
|
$333,749
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
13,253
shares
|
$330,927
0.11% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,020
shares
|
$325,109
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,901
shares
|
$322,137
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Feb 06, 2025 Q4 2024 |
12,740
shares
|
$318,117
0.09% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
12,318
shares
|
$307,580
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
12,286
shares
|
$306,781
0.0% of portfolio
|
Q4 2024
Added 27.95%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
12,270
shares
|
$306,381
0.01% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
12,105
shares
|
$302,261
0.11% of portfolio
|
Q4 2024
Added 25.21%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
11,761
shares
|
$293,672
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
11,677
shares
|
$291,574
0.01% of portfolio
|
Q2 2023
Reduced 39.32%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
11,617
shares
|
$290,076
0.15% of portfolio
|
Q4 2022
Added 5.65%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
11,593
shares
|
$289,477
0.2% of portfolio
|
Q3 2024
Reduced 31.85%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
11,553
shares
|
$288,478
0.13% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
11,289
shares
|
$281,886
0.0% of portfolio
|
Q3 2023
Added 13.39%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
11,180
shares
|
$279,164
0.18% of portfolio
|
Q4 2024
Added 37.55%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
11,120
shares
|
$277,666
0.03% of portfolio
|
Q4 2024
Reduced 27.64%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
11,120
shares
|
$277,666
0.01% of portfolio
|
Q4 2024
Reduced 82.78%
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
10,931
shares
|
$272,947
0.19% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
10,802
shares
|
$269,725
0.0% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
10,586
shares
|
$264,332
0.03% of portfolio
|
Q4 2024
Added 37.57%
|