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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
28,410
shares
|
$732,693
0.03% of portfolio
|
Q3 2025
Reduced 52.48%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
28,037
shares
|
$723,074
0.4% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 15, 2026 Q4 2025 |
27,585
shares
|
$711,417
0.48% of portfolio
|
Q4 2025
Added 2.35%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
27,124
shares
|
$699,527
0.01% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
26,990
shares
|
$696,072
0.02% of portfolio
|
Q4 2025
Added 18.22%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
26,056
shares
|
$671,984
0.3% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
25,768
shares
|
$664,556
0.48% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 12, 2026 Q4 2025 |
25,375
shares
|
$654,421
0.39% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
25,150
shares
|
$648,618
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
25,005
shares
|
$644,878
0.05% of portfolio
|
Q4 2025
Added 205.61%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jan 21, 2026 Q4 2025 |
24,881
shares
|
$641,680
0.54% of portfolio
|
Q4 2025
Added 16.94%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
24,329
shares
|
$627,444
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Payne Capital LLC
Lake Oswego, OR |
Jan 20, 2026 Q4 2025 |
23,557
shares
|
$607,535
0.62% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
23,358
shares
|
$602,402
0.29% of portfolio
|
Q4 2025
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
23,287
shares
|
$600,571
0.29% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Snider Financial Group
Bellevue, WA |
Jan 21, 2026 Q4 2025 |
23,092
shares
|
$595,542
0.16% of portfolio
|
Q4 2025
Added 5.19%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
22,724
shares
|
$586,051
0.02% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
22,287
shares
|
$574,781
0.07% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
20,891
shares
|
$538,778
0.39% of portfolio
|
Q4 2025
Added 4.98%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
20,801
shares
|
$536,457
0.04% of portfolio
|
Q4 2025
Reduced 7.2%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
20,796
shares
|
$536,328
0.0% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
20,343
shares
|
$524,645
0.23% of portfolio
|
Q4 2025
Added 96.61%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
20,145
shares
|
$519,539
0.36% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
19,678
shares
|
$507,495
0.04% of portfolio
|
Q2 2022
Reduced 2.95%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
19,139
shares
|
$493,594
0.25% of portfolio
|
Q3 2025
Reduced 29.11%
|
|