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 |
|---|---|---|---|---|---|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
778,200
shares
|
$19.7 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
|
$19.7 Million
6.38% of portfolio
|
Q4 2024
Reduced 46.63%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
772,132
shares
|
$19.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
755,866
shares
|
$19.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
749,693
shares
|
$19 Million
1.98% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
738,554
shares
|
$18.7 Million
0.05% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
733,295
shares
|
$18.6 Million
0.42% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
729,745
shares
|
$18.5 Million
1.44% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
685,737
shares
|
$17.3 Million
0.02% of portfolio
|
Q4 2024
Added 13.66%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
683,559
shares
|
$17.3 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
675,238
shares
|
$17.1 Million
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
660,755
shares
|
$16.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
628,721
shares
|
$15.9 Million
4.05% of portfolio
|
Q2 2024
Added 10.95%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
605,527
shares
|
$15.3 Million
0.65% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
586,999
shares
|
$14.9 Million
0.43% of portfolio
|
Q4 2024
Added 36.73%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
585,568
shares
|
$14.8 Million
0.01% of portfolio
|
Q4 2024
Added 39.08%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
582,795
shares
|
$14.7 Million
11.24% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
578,389
shares
|
$14.6 Million
3.63% of portfolio
|
Q4 2024
Reduced 24.22%
|
|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
570,433
shares
|
$14.4 Million
4.6% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
549,267
shares
|
$13.9 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
|
$13.9 Million
13.03% of portfolio
|
Q3 2024
New holding
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
532,270
shares
|
$13.5 Million
6.3% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
529,191
shares
|
$13.4 Million
0.69% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
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
|
$12.6 Million
1.45% of portfolio
|
Q4 2024
Reduced 9.05%
|