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 |
|---|---|---|---|---|---|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,134
shares
|
$28,520
0.02% of portfolio
|
Q1 2022
Reduced 6.82%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
915
shares
|
$23,012
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
811
shares
|
$20,396
0.0% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
728
shares
|
$18,309
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
669
shares
|
$16,825
0.0% of portfolio
|
Q4 2023
Added 1.21%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
656
shares
|
$16,498
0.01% of portfolio
|
Q4 2024
Reduced 21.15%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
622
shares
|
$15,643
0.01% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
601
shares
|
$15,115
0.0% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
598
shares
|
$15,039
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
596
shares
|
$14,989
0.0% of portfolio
|
Q4 2024
Reduced 24.75%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
578
shares
|
$14,536
0.01% of portfolio
|
Q4 2024
Reduced 85.37%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
515
shares
|
$12,952
0.0% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
426
shares
|
$10,713
0.0% of portfolio
|
Q4 2024
Added 15.14%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
369
shares
|
$9,280
0.0% of portfolio
|
Q4 2024
Added 195.2%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
361
shares
|
$9,079
0.0% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
338
shares
|
$8,500
0.0% of portfolio
|
Q1 2022
Added 1.2%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
301
shares
|
$7,570
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
296
shares
|
$7,444
0.0% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
279
shares
|
$7,016
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
270
shares
|
$6,790
0.0% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
249
shares
|
$6,262
0.0% of portfolio
|
Q2 2024
Added 1.22%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
177
shares
|
$4,451
0.0% of portfolio
|
Q3 2024
Added 24.65%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
157
shares
|
$3,948
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
153
shares
|
$3,847
0.0% of portfolio
|
Q2 2024
Reduced 82.43%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
118
shares
|
$2,967
0.0% of portfolio
|
Q3 2024
Reduced 80.3%
|