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SPDR Portfolio Aggregate Bond ETF (SPAB) Institutional Ownership

SPDR Portfolio Aggregate Bond ETF logo
$26.07 +0.03 (+0.12%)
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB)

Number of
Institutional Buyers
(last 12 months)
234
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
155
Total
Institutional Outflows
(last 12 months)
$258.04M
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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
10/20/2025Northwest Capital Management Inc13,781$356K0.4%-71.8%0.004%
10/20/2025Balance Wealth LLC60,161$1.56M0.4%-69.6%0.018%
10/20/2025Shum Financial Group Inc.19,900$514K0.4%N/A0.006%
10/20/2025Merit Financial Group LLC100,918$2.61M0.0%-16.3%0.029%
10/20/2025Rooted Wealth Advisors Inc.42,710$1.10M0.3%+2.6%0.012%
10/20/2025Pure Financial Advisors LLC286,647$7.41M0.1%+0.5%0.084%
10/17/2025Austin Private Wealth LLC8,182$212K0.0%-96.4%0.002%
10/17/2025Mattson Financial Services LLC31,090$804K0.2%+2.9%0.009%
10/17/2025Aquire Wealth Advisors LLC119,495$3.09M0.8%-4.9%0.035%
10/17/2025Optivise Advisory Services LLC16,726$432K0.3%-23.1%0.005%
10/17/2025Melone Private Wealth LLC203,180$5.25M2.4%-3.8%0.059%
10/17/2025Cahaba Wealth Management Inc.22,415$579K0.0%-93.6%0.007%
10/17/2025Perigon Wealth Management LLC282,860$7.31M0.1%-0.3%0.083%
10/17/2025Sowell Financial Services LLC98,183$2.54M0.1%+5.2%0.029%
10/17/2025Apella Capital LLC1,073,058$27.98M0.6%+28.1%0.314%
10/16/2025 OLIO Financial Planning8,777$227K0.1%+5.0%0.003%
10/16/2025 Lockerman Financial Group Inc.9,294$240K0.3%-81.2%0.003%
10/16/2025 Carnegie Investment Counsel57,355$1.48M0.0%+7.4%0.017%
10/16/2025 Darwin Wealth Management LLC2,725$70K0.0%+34.3%0.001%
10/16/2025 Beacon Capital Management Inc.2,154$56K0.0%-52.4%0.001%
10/16/2025 HBW Advisory Services LLC220,389$5.70M0.6%+9.3%0.064%
10/16/2025 HBK Sorce Advisory LLC8,402$217K0.0%N/A0.002%
10/16/2025 Rainier Family Wealth Inc.85,308$2.21M2.0%+30.5%0.025%
10/15/2025 TrueWealth Advisors LLC93,525$2.42M0.7%-13.2%0.027%
10/15/2025 CWM LLC16,996,647$439.36M1.3%-0.5%4.971%
10/15/2025 Busey Bank126,511$3.27M0.1%-2.5%0.037%
10/15/2025 Independent Wealth Network Inc.173,216$4.48M1.4%+11.1%0.051%
10/15/2025 World Investment Advisors223,911$5.79M0.1%+73.4%0.067%
10/15/2025 Private Trust Co. NA41,659$1.08M0.1%+29.5%0.012%
10/15/2025 DAVENPORT & Co LLC13,975$361K0.0%+5.5%0.004%
10/14/2025 Wealth Alliance Advisory Group LLC310,489$8.03M1.4%+1.5%0.092%
10/14/2025 Weitzel Financial Services Inc.675,717$17.53M7.1%+2.1%0.201%
10/14/2025 Cliftonlarsonallen Wealth Advisors LLC14,165,317$366.17M5.8%+12.1%4.208%
10/14/2025 Farther Finance Advisors LLC38,425$993K0.0%+54.4%0.011%
10/14/2025 AIFG Consultants Ltd.9,493$245K0.4%-12.4%0.003%
10/14/2025 Security Financial Services INC.348,568$9.01M1.5%+1.7%0.104%
10/14/2025 HBK Sorce Advisory LLC8,402$217K0.0%N/A0.002%
10/14/2025 Exchange Traded Concepts LLC6,973,510$180.27M1.5%N/A2.072%
10/14/2025 Retirement Income Solutions Inc.14,079$364K0.1%-3.1%0.004%
10/14/2025 Hutchinson Financial Advisors INC29,466$759K0.7%+14.6%0.009%
10/14/2025 JBR Co Financial Management Inc81,579$2.11M0.9%+37.5%0.024%
10/10/2025 Sharkey Howes & Javer55,729$1.44M0.2%-59.1%0.017%
10/10/2025 Falcon Wealth Planning31,408$812K0.1%-3.2%0.009%
10/10/2025 Signal Advisors Wealth LLC15,519$401K0.0%-77.7%0.005%
10/9/2025 CGN Advisors LLC114,414$2.96M0.2%+0.5%0.034%
10/9/2025 ACT Advisors LLC.328,045$8.48M3.4%+9.8%0.098%
10/9/2025 Legacy Solutions LLC87,863$2.27M2.0%+4.5%0.026%
10/9/2025 Waller Financial Planning Group Inc.899,592$23.25M5.3%+2.6%0.268%
10/9/2025 Fermata Advisors LLC80,699$2.09M0.5%-4.2%0.024%
10/8/2025 Peak Financial Advisors LLC10,824$280K0.1%+16.4%0.003%
10/8/2025 KWB Wealth1,770,360$45.32M5.0%-10.3%0.527%
10/8/2025 Integrated Capital Management Inc.246,189$6.36M4.4%+11.1%0.073%
10/8/2025 Balefire LLC313,291$8.10M1.6%-9.2%0.093%
10/8/2025 Trinity Wealth Management LLC1,249,071$32.29M12.1%+2.1%0.372%
10/8/2025 Kure Advisory LLC16,478$426K0.3%-25.1%0.005%
10/6/2025 Gradient Investments LLC3,834,575$99.12M1.7%-1.6%1.142%
10/6/2025 AssuredPartners Investment Advisors LLC11,279$292K0.1%-3.4%0.003%
10/6/2025 HF 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%
9/4/2025 Beacon 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%
8/14/2025 Darwin 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%
8/13/2025 JBR Co Financial Management Inc59,328$1.52M0.7%+87.2%0.018%
(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, 358 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 ($439.36M), Cliftonlarsonallen Wealth Advisors LLC ($366.17M), Envestnet Asset Management Inc. ($284.17M), Cerity Partners LLC ($269.65M), RiverFront Investment Group LLC ($197.55M), and Exchange Traded Concepts LLC ($180.27M).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 252 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), Exchange Traded Concepts LLC ($6.97M), Syon Capital LLC ($6.83M), Cliftonlarsonallen Wealth Advisors LLC ($2.42M), Park Avenue Securities LLC ($1.74M), CWM LLC ($1.13M), and Golden State Wealth Management LLC ($1.02M).

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

Institutional investors have bought a total of 39,402,907 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

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

Of the 155 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), KWB Wealth ($681.41K), AIFG Consultants Ltd. ($509.45K), Jane Street Group LLC ($487.73K), 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 10,106,095 shares in the last 24 months. This volume of shares sold represents approximately $258.04M in transactions.



This page (NYSEARCA:SPAB) was last updated on 10/20/2025 by MarketBeat.com Staff
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