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 |
|---|---|---|---|---|---|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
778,200
shares
|
$19.6 Million
0.32% of portfolio
|
Q2 2023
Added 10.38%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
777,627
shares
|
$19.6 Million
6.38% of portfolio
|
Q4 2024
Reduced 46.63%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
772,132
shares
|
$19.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
749,693
shares
|
$18.9 Million
1.98% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
733,295
shares
|
$18.4 Million
0.42% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
729,745
shares
|
$18.4 Million
1.44% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
698,900
shares
|
$17.6 Million
0.05% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
683,559
shares
|
$17.2 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
669,889
shares
|
$16.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
665,226
shares
|
$16.7 Million
0.06% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
628,721
shares
|
$15.8 Million
4.05% of portfolio
|
Q2 2024
Added 10.95%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
605,527
shares
|
$15.2 Million
0.65% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
603,298
shares
|
$15.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
586,999
shares
|
$14.8 Million
0.43% of portfolio
|
Q4 2024
Added 36.73%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
585,568
shares
|
$14.7 Million
0.01% of portfolio
|
Q4 2024
Added 39.08%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
582,750
shares
|
$14.7 Million
4.96% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
578,389
shares
|
$14.5 Million
3.63% of portfolio
|
Q4 2024
Reduced 24.22%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
569,733
shares
|
$14.3 Million
10.97% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
549,267
shares
|
$13.8 Million
4.02% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
548,400
shares
|
$13.8 Million
13.03% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
529,191
shares
|
$13.3 Million
0.69% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
519,986
shares
|
$13.1 Million
6.35% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
510,955
shares
|
$12.9 Million
1.91% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
496,344
shares
|
$12.5 Million
1.45% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
470,780
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2024
Added 121.49%
|