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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
12,437
shares
|
$320,750
0.11% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
12,224
shares
|
$315,256
0.09% of portfolio
|
Q3 2025
Reduced 21.65%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
12,162
shares
|
$313,657
0.08% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
12,162
shares
|
$313,657
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
11,937
shares
|
$307,855
0.0% of portfolio
|
Q4 2025
Reduced 14.58%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
11,677
shares
|
$301,149
0.01% of portfolio
|
Q2 2023
Reduced 39.32%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
11,617
shares
|
$299,602
0.15% of portfolio
|
Q4 2022
Added 5.65%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
11,608
shares
|
$299,370
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
11,561
shares
|
$298,158
0.28% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
11,539
shares
|
$297,590
0.04% of portfolio
|
Q3 2025
Added 15.95%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
11,527
shares
|
$297,281
0.02% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
11,400
shares
|
$294,006
0.05% of portfolio
|
Q3 2025
Added 14.55%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
11,289
shares
|
$291,143
0.0% of portfolio
|
Q3 2023
Added 13.39%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
11,279
shares
|
$290,885
0.06% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
10,818
shares
|
$278,996
0.08% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Strategic Financial Planning, Inc.
|
Nov 13, 2025 Q3 2025 |
10,805
shares
|
$278,660
0.17% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
10,498
shares
|
$270,743
0.08% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,385
shares
|
$267,829
0.01% of portfolio
|
Q2 2020
Added 9.19%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
10,312
shares
|
$265,946
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
10,301
shares
|
$265,662
0.15% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
10,198
shares
|
$263,006
0.05% of portfolio
|
Q1 2023
Reduced 8.16%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
10,180
shares
|
$262,542
0.04% of portfolio
|
Q1 2024
Reduced 37.63%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,060
shares
|
$259,447
0.0% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
10,051
shares
|
$259,215
0.03% of portfolio
|
Q4 2025
Reduced 31.58%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
9,820
shares
|
$253,257
0.06% of portfolio
|
Q1 2025
Added 0.67%
|
|