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 549 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $7.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
534,418
shares
|
$13.8 Million
0.65% of portfolio
|
Q2 2024
Reduced 77.56%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
508,420
shares
|
$13.1 Million
0.42% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
504,436
shares
|
$13 Million
1.44% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
503,599
shares
|
$13 Million
0.82% of portfolio
|
Q3 2025
Added 120.87%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
492,758
shares
|
$12.7 Million
8.71% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
490,947
shares
|
$12.7 Million
1.58% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
484,127
shares
|
$12.5 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
482,617
shares
|
$12.4 Million
3.34% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
464,392
shares
|
$12 Million
1.91% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
459,263
shares
|
$11.8 Million
7.32% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
448,317
shares
|
$11.6 Million
2.67% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
442,554
shares
|
$11.4 Million
2.21% of portfolio
|
Q3 2024
Added 23.02%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Nov 10, 2025 Q3 2025 |
424,875
shares
|
$11 Million
7.19% of portfolio
|
Q3 2025
Added 21.08%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
422,937
shares
|
$10.9 Million
1.08% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Astoria Strategic Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
416,789
shares
|
$10.7 Million
2.74% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
414,519
shares
|
$10.7 Million
8.19% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
404,651
shares
|
$10.4 Million
0.25% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
393,097
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 62.57%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
387,189
shares
|
$9.99 Million
1.35% of portfolio
|
Q3 2025
Added 25.19%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
386,754
shares
|
$9.97 Million
0.35% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
381,473
shares
|
$9.84 Million
6.74% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
374,962
shares
|
$9.67 Million
1.37% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
371,040
shares
|
$9.57 Million
0.02% of portfolio
|
Q3 2025
Added 19.88%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
370,223
shares
|
$9.55 Million
1.55% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
366,701
shares
|
$9.46 Million
0.6% of portfolio
|
Q3 2025
Reduced 41.5%
|
|