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 525 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 $6.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
137,018
shares
|
$3.42 Million
0.34% of portfolio
|
Q4 2022
Reduced 52.47%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
132,329
shares
|
$3.3 Million
0.06% of portfolio
|
Q4 2024
Added 72.94%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
132,097
shares
|
$3.3 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
132,026
shares
|
$3.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 38.69%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
129,069
shares
|
$3.22 Million
0.13% of portfolio
|
Q4 2024
Added 1288.73%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
129,018
shares
|
$3.22 Million
0.12% of portfolio
|
Q3 2024
Added 72.71%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
111,095
shares
|
$2.77 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
110,639
shares
|
$2.76 Million
2.34% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
106,918
shares
|
$2.67 Million
1.07% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
104,837
shares
|
$2.62 Million
0.28% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
101,454
shares
|
$2.53 Million
2.4% of portfolio
|
Q4 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
99,143
shares
|
$2.48 Million
0.04% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
98,285
shares
|
$2.45 Million
0.83% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
96,411
shares
|
$2.41 Million
1.08% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
95,814
shares
|
$2.39 Million
1.23% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
95,500
shares
|
$2.38 Million
0.78% of portfolio
|
Q4 2024
Reduced 34.61%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
95,067
shares
|
$2.37 Million
1.6% of portfolio
|
Q3 2023
Reduced 2.05%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
94,276
shares
|
$2.35 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
93,644
shares
|
$2.34 Million
1.06% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
93,287
shares
|
$2.33 Million
2.13% of portfolio
|
Q4 2024
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
93,263
shares
|
$2.33 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
91,754
shares
|
$2.29 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
90,882
shares
|
$2.27 Million
0.08% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
90,140
shares
|
$2.25 Million
0.89% of portfolio
|
Q4 2024
Reduced 45.09%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
90,056
shares
|
$2.25 Million
0.12% of portfolio
|
Q4 2024
Reduced 42.59%
|