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 517 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 $6.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
2,198,133
shares
|
$55.3 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,152,302
shares
|
$54.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
2,121,828
shares
|
$53.4 Million
2.81% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,069,347
shares
|
$52 Million
5.5% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
2,055,356
shares
|
$51.7 Million
4.97% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
2,035,009
shares
|
$51.2 Million
6.57% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,949,848
shares
|
$49 Million
1.33% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2024 Q3 2024 |
1,902,968
shares
|
$47.9 Million
3.78% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,875,253
shares
|
$47.2 Million
0.33% of portfolio
|
Q3 2024
Added 23.85%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
1,791,242
shares
|
$45 Million
2.86% of portfolio
|
Q4 2024
Added 35.67%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
1,668,805
shares
|
$42 Million
0.82% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,644,561
shares
|
$41.4 Million
3.91% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,641,393
shares
|
$41.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
1,622,228
shares
|
$40.8 Million
9.58% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,564,056
shares
|
$39.3 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
1,527,961
shares
|
$38.4 Million
0.39% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,428,779
shares
|
$35.9 Million
0.0% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
1,394,448
shares
|
$35.1 Million
2.21% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
1,357,634
shares
|
$34.1 Million
0.13% of portfolio
|
Q3 2024
Added 94.8%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,282,439
shares
|
$32.3 Million
0.4% of portfolio
|
Q3 2024
Reduced 18.0%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
1,266,493
shares
|
$31.9 Million
7.47% of portfolio
|
Q4 2024
Reduced 44.91%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
1,214,724
shares
|
$30.6 Million
6.56% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
1,203,589
shares
|
$30.3 Million
4.89% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,199,557
shares
|
$30.2 Million
0.06% of portfolio
|
Q3 2024
Added 21.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,198,791
shares
|
$30.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|