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 537 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $6.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
11,180
shares
|
$282,854
0.18% of portfolio
|
Q4 2024
Added 37.55%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
11,120
shares
|
$281,336
0.03% of portfolio
|
Q4 2024
Reduced 27.64%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
11,120
shares
|
$281,336
0.01% of portfolio
|
Q4 2024
Reduced 82.78%
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
10,931
shares
|
$276,554
0.19% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
10,802
shares
|
$273,290
0.0% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
10,586
shares
|
$267,825
0.03% of portfolio
|
Q4 2024
Added 37.57%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
10,539
shares
|
$266,636
0.08% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
10,454
shares
|
$264,486
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
10,413
shares
|
$263,448
0.1% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,385
shares
|
$262,740
0.01% of portfolio
|
Q2 2020
Added 9.19%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
10,361
shares
|
$262,133
0.06% of portfolio
|
Q4 2024
Reduced 62.58%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
10,294
shares
|
$260,438
0.01% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
10,198
shares
|
$258,009
0.05% of portfolio
|
Q1 2023
Reduced 8.16%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
10,180
shares
|
$257,554
0.05% of portfolio
|
Q1 2024
Reduced 37.63%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
10,165
shares
|
$257,174
0.07% of portfolio
|
Q4 2024
Added 14.61%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
10,072
shares
|
$254,821
0.14% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
10,056
shares
|
$254,416
0.05% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
10,026
shares
|
$253,657
0.13% of portfolio
|
Q4 2024
Reduced 96.75%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
10,009
shares
|
$253,227
0.03% of portfolio
|
Q4 2024
Added 185.48%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
9,985
shares
|
$252,620
0.04% of portfolio
|
Q4 2024
Added 57.54%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
9,943
shares
|
$251,557
0.44% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
9,857
shares
|
$249,382
0.0% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
9,755
shares
|
$246,801
0.09% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
9,722
shares
|
$245,966
0.02% of portfolio
|
Q4 2024
Reduced 24.28%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
9,643
shares
|
$243,967
0.04% of portfolio
|
Q2 2024
Reduced 20.21%
|