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 551 institutions that hold shares in the stock, with a total of 278 Million shares, which have been reported (via 13F filing form) to have a value of $7.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
14,682
shares
|
$378,648
0.02% of portfolio
|
Q3 2025
Added 26.48%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,593
shares
|
$376,353
0.01% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
14,496
shares
|
$373,851
0.22% of portfolio
|
Q4 2025
Reduced 13.33%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
14,232
shares
|
$367,043
0.05% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 13, 2025 Q3 2025 |
14,100
shares
|
$363,639
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
14,079
shares
|
$363,097
0.06% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
13,781
shares
|
$355,411
0.4% of portfolio
|
Q3 2025
Reduced 71.81%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
13,754
shares
|
$354,715
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jan 07, 2026 Q4 2025 |
13,687
shares
|
$352,987
0.2% of portfolio
|
Q4 2025
Reduced 16.94%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
13,673
shares
|
$352,626
0.0% of portfolio
|
Q3 2025
Reduced 86.8%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
13,613
shares
|
$351,079
0.22% of portfolio
|
Q3 2025
Reduced 73.01%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 20, 2026 Q4 2025 |
13,481
shares
|
$347,674
0.76% of portfolio
|
Q4 2025
Added 45.05%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
13,452
shares
|
$346,927
0.01% of portfolio
|
Q3 2025
Reduced 35.31%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
13,401
shares
|
$345,611
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
13,317
shares
|
$343,445
0.01% of portfolio
|
Q3 2025
Reduced 93.38%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
13,275
shares
|
$342,362
0.03% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
13,108
shares
|
$338,055
0.05% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,020
shares
|
$335,785
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
13,006
shares
|
$335,424
0.03% of portfolio
|
Q3 2025
Reduced 23.51%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
13,000
shares
|
$335,270
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 20, 2026 Q4 2025 |
12,928
shares
|
$333,413
0.12% of portfolio
|
Q4 2025
Added 9.63%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,901
shares
|
$332,716
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
12,883
shares
|
$332,252
0.02% of portfolio
|
Q3 2025
Reduced 24.39%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
12,816
shares
|
$330,524
0.05% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
12,659
shares
|
$326,475
0.03% of portfolio
|
Q4 2025
Reduced 18.43%
|
|