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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,153,809
shares
|
$29.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,134,340
shares
|
$28.7 Million
7.07% of portfolio
|
Q4 2023
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
1,098,140
shares
|
$27.8 Million
0.4% of portfolio
|
Q4 2024
Added 98.49%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
1,097,723
shares
|
$27.8 Million
12.42% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,086,980
shares
|
$27.5 Million
10.12% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
1,085,728
shares
|
$27.5 Million
1.4% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Feb 10, 2025 Q4 2024 |
1,085,708
shares
|
$27.5 Million
19.49% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,079,428
shares
|
$27.3 Million
0.06% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
1,070,292
shares
|
$27.1 Million
3.18% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
1,054,048
shares
|
$26.7 Million
5.25% of portfolio
|
Q4 2024
Reduced 30.76%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,053,601
shares
|
$26.7 Million
0.32% of portfolio
|
Q4 2024
Reduced 17.84%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
1,034,283
shares
|
$26.2 Million
8.46% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
1,016,712
shares
|
$25.7 Million
3.2% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
985,494
shares
|
$24.9 Million
1.95% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
927,279
shares
|
$23.5 Million
5.84% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
918,179
shares
|
$23.2 Million
2.61% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
874,813
shares
|
$22.1 Million
0.03% of portfolio
|
Q4 2024
Added 101.23%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
872,180
shares
|
$22.1 Million
2.48% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
865,379
shares
|
$21.9 Million
1.56% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
856,568
shares
|
$21.7 Million
0.27% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
849,066
shares
|
$21.5 Million
2.71% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
846,508
shares
|
$21.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 37.65%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
841,915
shares
|
$21.3 Million
0.76% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
807,738
shares
|
$20.4 Million
0.03% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
802,450
shares
|
$20.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 33.06%
|