Free Trial

SPDR Portfolio Aggregate Bond ETF (SPAB) Institutional Ownership

SPDR Portfolio Aggregate Bond ETF logo
$24.98 -0.15 (-0.60%)
Closing price 04:10 PM Eastern
Extended Trading
$24.98 0.00 (-0.02%)
As of 04:47 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB)

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$155.58M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$102.56M
Get SPAB Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Portfolio Aggregate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SPAB Institutional Buying and Selling by Quarter

SPDR Portfolio Aggregate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 NewEdge Advisors LLC1,770,279$45.21M0.3%-3.0%0.518%
5/16/2025 Integrated Wealth Concepts LLC124,593$3.18M0.0%-4.9%0.036%
5/15/2025 Weitzel Financial Services Inc.644,024$16.51M7.9%+21.0%0.188%
5/15/2025 Pinnacle Wealth Planning Services Inc.773,305$19.75M3.0%+5.5%0.226%
5/15/2025 OLD Mission Capital LLC192,749$4.92M0.1%-29.7%0.056%
5/14/2025 Flow Traders U.S. LLC33,080$845K0.0%-45.4%0.010%
5/13/2025 EverSource Wealth Advisors LLC63,503$1.62M0.1%N/A0.019%
5/13/2025 Horizon Investments LLC196,652$5.02M0.1%-5.8%0.058%
5/12/2025 Scissortail Wealth Management LLC64,953$1.66M0.4%+95.7%0.019%
5/9/2025 Tidemark LLC15,498$396K0.1%-38.3%0.005%
5/9/2025 Cheviot Value Management LLC1,273$32K0.0%N/A0.000%
5/8/2025 Alliance Wealth Management Group317,007$8.10M2.1%+3.0%0.094%
5/8/2025 Towercrest Capital Management360,414$9.21M1.7%+1.8%0.107%
5/7/2025 MJT & Associates Financial Advisory Group Inc.11,306$289K0.3%N/A0.003%
5/7/2025 NYL Investors LLC139,300$3.56M0.2%+1.6%0.041%
5/6/2025 USAdvisors Wealth Management LLC68,054$1.74M0.6%-28.7%0.020%
5/6/2025 Compass Financial Group Inc.93,979$2.40M1.2%-1.9%0.028%
5/6/2025 Richardson Financial Services Inc.29,174$745K0.6%+12.5%0.009%
5/6/2025 Winch Advisory Services LLC71,424$1.82M0.5%+7.2%0.021%
5/5/2025 Crestwood Advisors Group LLC356,623$9.11M0.2%-14.4%0.106%
4/29/2025 Bank of New York Mellon Corp911,799$23.29M0.0%+6.0%0.271%
4/29/2025 Columbia River Financial Group LLC447,800$11.44M7.6%+9.1%0.133%
4/28/2025 Rosenberg Matthew Hamilton9,076$232K0.1%-10.7%0.003%
4/28/2025 Private Trust Co. NA28,210$720K0.1%-39.2%0.008%
4/28/2025 Money Design Co. Ltd.1,045,331$26.70M1.3%-3.7%0.311%
4/24/2025 Golden State Wealth Management LLC511,809$13.07M1.9%+0.2%0.152%
4/24/2025 Tsfg LLC440,566$11.25M2.3%+0.9%0.131%
4/23/2025 Western Wealth Management LLC13,425$343K0.0%-50.4%0.004%
4/23/2025 Creative Financial Designs Inc. ADV62,330$1.59M0.1%+897.8%0.019%
4/23/2025 Golden State Wealth Management LLC1,023,526$26.14M1.9%+100.3%0.304%
4/23/2025 AIFG Consultants Ltd.39,849$1.02M1.7%-6.0%0.012%
4/22/2025 Cambridge Investment Research Advisors Inc.796,659$20.35M0.1%+5.4%0.237%
4/22/2025 Appleton Partners Inc. MA291,804$7.45M0.6%+5.6%0.087%
4/21/2025 Heartwood Wealth Advisors LLC15,341$392K0.0%-98.3%0.005%
4/21/2025 Kingswood Wealth Advisors LLC11,463$293K0.0%-14.3%0.003%
4/17/2025 Vicus Capital18,376$469K0.0%+2.7%0.006%
4/17/2025 Janney Montgomery Scott LLC738,087$18.85M0.1%-4.4%0.224%
4/16/2025 IAG Wealth Partners LLC213,468$5.45M0.8%+5.1%0.065%
4/15/2025 GPS Wealth Strategies Group LLC40,426$1.03M0.1%-14.0%0.012%
4/15/2025 Zhang Financial LLC219,668$5.61M0.3%+13.3%0.067%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
4/15/2025 Collier Financial3,278$84K0.1%-99.3%0.001%
4/14/2025 Farther Finance Advisors LLC54,969$1.40M0.0%+60.7%0.017%
4/9/2025 NBC Securities Inc.69,440$1.77M0.2%+115,633.3%0.021%
4/8/2025 Parallel Advisors LLC177,576$4.54M0.1%-10.8%0.054%
3/24/2025 Mascagni Wealth Management Inc.11,928$298K0.3%N/A0.004%
2/27/2025 Pinnacle Wealth Planning Services Inc.733,295$18.33M2.8%+7.9%0.224%
2/26/2025 Virtue Capital Management LLC18,841$471K0.1%-13.5%0.006%
2/19/2025 Columbia River Financial Group LLC410,374$10.26M7.0%N/A0.129%
2/18/2025 Sunbelt Securities Inc.7,635$191K0.0%-15.2%0.002%
2/17/2025 Weitzel Financial Services Inc.532,270$13.33M6.3%+2.4%0.168%
2/17/2025 Redwood Investment Management LLC63,540$1.59M0.2%-5.4%0.020%
2/17/2025 Cahill Financial Advisors Inc.106,813$2.67M0.4%-3.9%0.034%
2/17/2025 Captrust Financial Advisors313,722$7.84M0.0%+22.1%0.099%
2/17/2025 BNP Paribas Financial Markets1,004,116$25.09M0.0%-0.4%0.317%
2/17/2025 Ameriprise Financial Inc.167,293$4.18M0.0%-3.8%0.053%
2/17/2025 Ancora Advisors LLC7,035$176K0.0%-25.2%0.002%
2/14/2025 Integrated Wealth Concepts LLC131,060$3.28M0.0%-59.4%0.041%
2/14/2025 Syon Capital LLC3,605,454$90.10M8.1%+2.7%1.137%
2/14/2025 Coppell Advisory Solutions LLC21,836$547K0.1%-5.4%0.007%
2/14/2025 IHT Wealth Management LLC1,211,885$30.29M1.0%+12.1%0.382%
2/14/2025 Kayne Anderson Rudnick Investment Management LLC3,514$88K0.0%N/A0.001%
2/13/2025 United Capital Financial Advisors LLC357,600$8.94M0.1%-9.2%0.113%
2/13/2025 Waterloo Capital L.P.11,120$278K0.0%-27.6%0.004%
2/12/2025 Alliance Wealth Management Group307,787$7.69M2.0%-0.5%0.097%
2/12/2025 OLD Mission Capital LLC274,145$6.85M0.1%+1,741.5%0.086%
2/12/2025 FSB Premier Wealth Management Inc.213,408$5.33M2.1%+2.3%0.067%
2/12/2025 RiverFront Investment Group LLC7,410,178$185.18M4.2%+0.2%2.338%
2/12/2025 JPMorgan Chase & Co.2,520,287$62.98M0.0%-10.3%0.795%
2/11/2025 CoreFirst Bank & Trust9,291$232K0.1%N/A0.003%
2/11/2025Lynx Investment Advisory37,227$930K0.6%-25.1%0.012%
2/11/2025 Towercrest Capital Management353,996$8.85M1.4%-0.3%0.112%
2/10/2025 Horizon Investments LLC208,656$5.21M0.1%-2.1%0.066%
2/10/2025 Parallel Advisors LLC199,173$4.98M0.1%+22.6%0.063%
2/10/2025 Cibc World Markets Corp261,395$6.53M0.0%+5.0%0.082%
2/10/2025 Creative Financial Designs Inc. ADV6,247$156K0.0%+5,906.7%0.002%
2/10/2025 Eldridge Investment Advisors Inc.338,177$8.45M2.0%-0.5%0.107%
2/10/2025 Tidemark LLC25,126$628K0.2%-45.9%0.008%
2/10/2025 IAG Wealth Partners LLC203,139$5.08M0.9%+30.1%0.064%
2/10/2025 Farther Finance Advisors LLC34,197$855K0.0%+17.3%0.011%
2/6/2025 Pinnacle Wealth Planning Services Inc.733,295$18.33M0.4%+7.9%0.231%
2/6/2025 AMJ Financial Wealth Management12,740$318K0.1%+9.1%0.004%
2/6/2025 Synergy Investment Management LLC1,531$38K0.0%N/A0.000%
2/6/2025 SBI Securities Co. Ltd.6,850$171K0.0%N/A0.002%
2/6/2025 Jones Financial Companies Lllp585,568$14.63M0.0%+39.1%0.185%
2/5/2025 Private Trust Co. NA46,415$1.16M0.1%+32.3%0.015%
2/5/2025 Compass Financial Group Inc.95,814$2.39M1.1%-6.2%0.030%
2/5/2025 Bull Oak Capital LLC320,347$8.01M4.5%-50.7%0.101%
2/5/2025 Magnolia Private Wealth LLC38,750$968K0.6%N/A0.012%
2/4/2025 Bank of New York Mellon Corp860,342$21.50M0.0%+4.1%0.271%
2/4/2025 Crestwood Advisors Group LLC416,488$10.41M0.2%+76.7%0.131%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
2/3/2025 Transcend Capital Advisors LLC14,342$358K0.0%N/A0.005%
1/31/2025 Valley Wealth Managers Inc.13,775$344K0.0%+42.3%0.004%
1/30/2025 NYL Investors LLC137,100$3.43M0.3%+6.3%0.043%
1/30/2025 Vicus Capital17,893$447K0.0%+6.7%0.006%
1/29/2025 AIFG Consultants Ltd.42,409$1.06M1.7%-91.8%0.013%
1/29/2025 Collier Financial455,160$11.37M10.2%N/A0.144%
1/28/2025 Appleton Partners Inc. MA276,359$6.91M0.5%+7.0%0.087%
1/28/2025 Golden State Wealth Management LLC510,955$12.77M1.9%N/A0.161%
1/24/2025 GPS Wealth Strategies Group LLC46,993$1.17M0.2%+1,298.6%0.015%
1/24/2025 Richardson Financial Services Inc.25,941$650K0.5%-6.3%0.008%
(Data available from 1/1/2016 forward)

SPAB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPAB shares?

During the previous two years, 110 institutional investors and hedge funds held shares of SPDR Portfolio Aggregate Bond ETF. The most heavily invested institutionals were RiverFront Investment Group LLC ($185.18M), Syon Capital LLC ($90.10M), JPMorgan Chase & Co. ($62.98M), Great Lakes Retirement Inc. ($52.67M), NewEdge Advisors LLC ($45.21M), Girard Partners LTD. ($36.56M), and IHT Wealth Management LLC ($30.29M).Learn more on SPAB's institutional investors.

Which institutional investors have been buying SPDR Portfolio Aggregate Bond ETF stock?

Of the 92 institutional investors that purchased SPDR Portfolio Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Syon Capital LLC ($6.83M), Golden State Wealth Management LLC ($1.02M), Bank of New York Mellon Corp ($924.16K), Toronto Dominion Bank ($850K), JPMorgan Chase & Co. ($788.24K), BNP Paribas Financial Markets ($742.41K), and Bull Oak Capital LLC ($568.27K).

How much institutional buying is happening at SPDR Portfolio Aggregate Bond ETF?

Institutional investors have bought a total of 18,304,390 shares in the last 24 months. This purchase volume represents approximately $465.59M in transactions.

Which SPDR Portfolio Aggregate Bond ETF major shareholders have been selling company stock?

Of the 63 institutional investors that sold SPDR Portfolio Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Heartwood Wealth Advisors LLC ($902.84K), Integrated Wealth Concepts LLC ($628.31K), AIFG Consultants Ltd. ($503.21K), Collier Financial ($451.88K), Bull Oak Capital LLC ($442.03K), Toronto Dominion Bank ($350K), and Money Design Co. Ltd. ($290.81K).

How much institutional selling is happening at SPDR Portfolio Aggregate Bond ETF?

Institutional investors have sold a total of 5,465,867 shares in the last 24 months. This volume of shares sold represents approximately $137.61M in transactions.



This page (NYSEARCA:SPAB) was last updated on 5/21/2025 by MarketBeat.com Staff
From Our Partners