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SPDR Portfolio Aggregate Bond ETF (SPAB) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
222
Total
Institutional Inflows
(last 12 months)
$776.50M
Number of
Institutional Sellers
(last 12 months)
146
Total
Institutional Outflows
(last 12 months)
$224.88M
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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
10/6/2025Gradient Investments LLC3,834,575$99.12M1.7%-1.6%1.142%
10/6/2025AssuredPartners Investment Advisors LLC11,279$292K0.1%-3.4%0.003%
10/6/2025HF Advisory Group LLC55,471$1.43M0.5%+7.2%0.017%
10/3/2025 Breakwater Investment Management62,025$1.60M0.6%-1.1%0.018%
9/4/2025Osaic Holdings Inc.4,285,967$109.71M0.2%+15.2%1.276%
9/4/2025Beacon Capital Management Inc.4,524$116K0.0%N/A0.001%
8/27/2025Tribridge Partners Financial LLC13,401$343K0.2%N/A0.004%
8/27/2025Barnes Wealth Management Group Inc29,396$753K0.4%-8.0%0.009%
8/27/2025Orion Porfolio Solutions LLC275,591$7.06M0.1%+42.6%0.082%
8/25/2025Silverlake Wealth Management LLC16,054$411K0.1%N/A0.005%
8/20/2025Coppell Advisory Solutions LLC59,285$1.51M0.2%+121.0%0.018%
8/15/2025Brown Financial Advisors92,276$2.36M0.9%-5.4%0.027%
8/15/2025Equitable Holdings Inc.2,307,310$59.07M0.5%-5.8%0.687%
8/15/2025FSB Premier Wealth Management Inc.211,332$5.41M1.9%-1.1%0.063%
8/15/2025Captrust Financial Advisors309,499$7.92M0.0%+3.3%0.092%
8/15/2025Truefg LLC1,070,531$27.41M8.1%+0.9%0.319%
8/15/2025WFA of San Diego LLC2,069$53K0.0%N/A0.001%
8/15/2025Visionary Wealth Advisors54,919$1.41M0.1%+1.0%0.016%
8/15/2025Smartleaf Asset Management LLC79,582$2.03M0.2%+0.9%0.024%
8/15/2025Orion Porfolio Solutions LLC148,130$3.79M0.0%-23.3%0.044%
8/15/2025MML Investors Services LLC814,832$20.86M0.1%+12.1%0.243%
8/15/2025Modern Wealth Management LLC8,849$227K0.0%-20.8%0.003%
8/15/2025IHT Wealth Management LLC1,035,906$26.52M0.7%-7.6%0.308%
8/15/2025Great Valley Advisor Group Inc.2,316,948$59.31M1.3%-1.4%0.690%
8/15/2025BNP Paribas Financial Markets136,991$3.51M0.0%-74.1%0.041%
8/15/2025Bank of America Corp DE680,676$17.43M0.0%+1.0%0.203%
8/15/2025Ameriprise Financial Inc.261,175$6.69M0.0%-15.1%0.078%
8/15/2025AQR Capital Management LLC164,439$4.21M0.0%+29.2%0.049%
8/14/2025Jane Street Group LLC347,767$8.90M0.0%-58.4%0.104%
8/14/2025Raymond James Financial Inc.2,867,808$73.42M0.0%+4.1%0.854%
8/14/2025Darwin Wealth Management LLC2,029$52K0.0%N/A0.001%
8/14/2025Tennessee Valley Asset Management Partners341,628$8.75M2.2%+3.4%0.102%
8/14/2025Main Street Financial Solutions LLC47,929$1.23M0.1%N/A0.014%
8/14/2025NewEdge Advisors LLC1,906,479$48.81M0.3%+7.7%0.568%
8/14/2025State Street Corp23,633,736$605.02M0.0%+103.7%7.038%
8/14/2025Financial Strategies Group Inc.1,692,786$42.84M8.9%+3.8%0.504%
8/14/2025Transce3nd LLC9,921$254K0.1%+16.0%0.003%
8/14/2025Bank of Nova Scotia300,000$7.68M0.0%N/A0.089%
8/14/2025Baker Avenue Asset Management LP2,999,565$76.79M2.2%+2.8%0.893%
8/14/2025Balance Wealth LLC197,947$5.07M3.0%-13.6%0.059%
8/14/2025Cerity Partners LLC10,533,231$269.65M0.5%+5.8%3.137%
8/13/2025Financial & Tax Architects LLC151,461$3.88M0.9%+336.3%0.045%
8/13/2025Gateway Wealth Partners LLC309,269$7.92M1.5%+8.9%0.092%
8/13/2025GeoWealth Management LLC72,402$1.85M0.1%+19.0%0.022%
8/13/2025JBR Co Financial Management Inc59,328$1.52M0.7%+87.2%0.018%
8/13/2025EverSource Wealth Advisors LLC59,781$1.53M0.1%-5.9%0.018%
8/13/2025NYL Investors LLC135,088$3.46M1.0%-3.0%0.040%
8/13/2025JT Stratford LLC190,653$4.88M0.7%-0.2%0.057%
8/13/2025Elios Financial Group Inc.61,692$1.58M0.7%+1.9%0.018%
8/13/2025IAG Wealth Partners LLC228,120$5.84M0.8%+6.9%0.068%
8/13/2025AMJ Financial Wealth Management14,655$375K0.1%+3.1%0.004%
8/13/2025Millington Financial Advisors LLC23,275$590K0.3%+14.7%0.007%
8/13/2025Tobias Financial Advisors Inc.3,479,793$89.08M15.2%+5.5%1.036%
8/13/2025Rinkey Investments511,983$13.11M3.9%-8.3%0.152%
8/13/2025Virtue Capital Management LLC12,538$321K0.1%-94.3%0.004%
8/13/2025Northwestern Mutual Wealth Management Co.72,003$1.84M0.0%-20.4%0.021%
8/13/2025Crabel Capital Management LLC67,302$1.72M1.1%+27.8%0.020%
8/13/2025GM Advisory Group LLC1,649,560$42.23M2.1%+1.0%0.491%
8/13/2025Copley Financial Group Inc.505,572$12.94M9.6%-10.0%0.151%
8/13/2025Choreo LLC574,164$14.70M0.2%-24.1%0.171%
8/13/2025Maia Wealth LLC9,625$246K0.0%+6.2%0.003%
8/12/2025Financial Advocates Investment Management116,592$2.99M0.2%-7.7%0.035%
8/12/2025RiverFront Investment Group LLC7,716,661$197.55M3.9%-0.6%2.298%
8/12/2025FreeGulliver LLC26,056$667K0.3%+4.8%0.008%
8/12/2025Steward Partners Investment Advisory LLC1,271$33K0.0%+113.3%0.000%
8/12/2025Weitzel Financial Services Inc.661,917$16.92M7.2%+2.8%0.197%
8/12/2025CreativeOne Wealth LLC44,554$1.14M0.0%+305.4%0.013%
8/12/2025Maripau Wealth Management LLC8,305$213K0.1%N/A0.002%
8/12/2025Global Retirement Partners LLC385,454$9.87M0.2%N/A0.115%
8/12/2025Waterloo Capital L.P.9,295$238K0.0%-15.7%0.003%
8/12/2025Richard W. Paul & Associates LLC13,425$344K0.1%+10.9%0.004%
8/12/2025Franklin Resources Inc.1,000$26K0.0%N/A0.000%
8/12/2025MAI Capital Management1,715,318$43.91M0.3%+5.9%0.511%
8/12/2025JPMorgan Chase & Co.2,499,718$63.99M0.0%-2.3%0.744%
8/12/2025Garrett Wealth Advisory Group LLC19,727$505K0.1%+2.2%0.006%
8/12/2025NFP Retirement Inc.53,308$1.37M0.1%+1.0%0.016%
8/12/2025PKS Advisory Services LLC37,870$969K0.2%-4.0%0.011%
8/11/2025TRUE Private Wealth Advisors143,297$3.67M0.4%+19.3%0.043%
8/11/2025Perennial Investment Advisors LLC14,782$378K0.0%-8.9%0.004%
8/11/2025Rockbridge Investment Management LCC434,268$11.12M1.2%+0.7%0.129%
8/11/2025United Advisor Group LLC32,204$824K0.1%+242.2%0.010%
8/11/2025Pinnacle Wealth Planning Services Inc.791,983$20.28M2.7%+2.4%0.236%
8/11/2025PAX Financial Group LLC298,628$7.65M1.5%-10.6%0.089%
8/11/2025Western Wealth Management LLC11,608$297K0.0%-13.5%0.003%
8/8/2025Rockefeller Capital Management L.P.791,713$20.27M0.1%+0.5%0.235%
8/8/2025Kingsview Wealth Management LLC2,082,333$53.31M0.9%+1.4%0.619%
8/8/2025Collaborative Wealth Managment Inc.15,176$389K0.2%+3.0%0.005%
8/8/2025Avantax Advisory Services Inc.245,931$6.30M0.0%+1.2%0.073%
8/8/2025Cetera Investment Advisers710,779$18.20M0.0%-38.2%0.211%
8/8/2025Creative Planning741,627$18.99M0.0%-3.0%0.221%
8/8/2025Advisory Resource Group500,122$12.80M2.5%+8.1%0.149%
8/8/2025Meridian Wealth Management LLC73,335$1.88M0.1%-1.5%0.022%
8/8/2025Empower Advisory Group LLC117,392$3.01M0.0%+104.6%0.035%
8/8/2025Security Financial Services INC.342,644$8.77M1.5%+0.3%0.102%
8/8/2025Foundations Investment Advisors LLC201,092$5.15M0.1%+0.5%0.060%
8/8/2025Hibernia Wealth Partners LLC86,164$2.21M0.7%+91.0%0.026%
8/8/2025Schwarz Dygos Wheeler Investment Advisors LLC41,457$1.06M0.2%-29.2%0.012%
8/8/2025Good Life Advisors LLC2,841,986$72.76M4.5%+2.2%0.845%
8/8/2025Better Money Decisions LLC189,378$4.85M2.9%+10.2%0.056%
8/7/2025Winch Advisory Services LLC68,310$1.75M0.4%-4.4%0.020%
(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, 347 institutional investors and hedge funds held shares of SPDR Portfolio Aggregate Bond ETF. The most heavily invested institutionals were State Street Corp ($605.02M), CWM LLC ($437.45M), Cliftonlarsonallen Wealth Advisors LLC ($323.45M), Envestnet Asset Management Inc. ($284.17M), Cerity Partners LLC ($269.65M), RiverFront Investment Group LLC ($197.55M), and Osaic Holdings Inc. ($109.71M).Learn more on SPDR Portfolio Aggregate Bond ETF's institutional investors.

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

Of the 242 institutional investors that purchased SPDR Portfolio Aggregate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: State Street Corp ($12.03M), Syon Capital LLC ($6.83M), Park Avenue Securities LLC ($1.74M), CWM LLC ($1.13M), Golden State Wealth Management LLC ($1.02M), Bank of New York Mellon Corp ($924.16K), and Cliftonlarsonallen Wealth Advisors LLC ($889.54K).

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

Institutional investors have bought a total of 30,359,036 shares in the last 24 months. This purchase volume represents approximately $776.50M in transactions.

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

Of the 146 institutional investors that sold SPDR Portfolio Aggregate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Heartwood Wealth Advisors LLC ($903.48K), AIFG Consultants Ltd. ($508.11K), Jane Street Group LLC ($487.73K), KWB Wealth ($477.88K), Collier Financial ($451.88K), Cetera Investment Advisers ($440.00K), and BNP Paribas Financial Markets ($395.98K).

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

Institutional investors have sold a total of 8,823,206 shares in the last 24 months. This volume of shares sold represents approximately $224.88M in transactions.



This page (NYSEARCA:SPAB) was last updated on 10/6/2025 by MarketBeat.com Staff
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