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SPDR Portfolio Aggregate Bond ETF (SPAB) Institutional Ownership

SPDR Portfolio Aggregate Bond ETF logo
$25.13 +0.03 (+0.12%)
As of 07/24/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
380
Total
Institutional Inflows
(last 12 months)
$1.65B
Number of
Institutional Sellers
(last 12 months)
231
Total
Institutional Outflows
(last 12 months)
$762.61M
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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
7/10/2026 Financial Planning Fort Collins LLC517,005$13.09M9.9%-0.8%0.137%
7/10/2026 G&S Capital LLC85,783$2.19M0.6%+75.7%0.023%
7/10/2026 KWB Wealth309,572$7.90M0.7%+23.5%0.082%
7/10/2026 Wealthcare Advisory Partners LLC3,206,173$81.82M1.6%+6.3%0.848%
7/10/2026 Paladin Wealth LLC19,733$504K0.3%-26.2%0.005%
7/9/2026 Tenzing Financial LLC319,185$8.12M5.6%-4.7%0.084%
7/9/2026 World Equity Group Inc.16,584$423K0.1%N/A0.004%
7/9/2026 Professional Financial Advisors LLC11,280$288K0.0%-12.5%0.003%
7/9/2026 Melone Private Wealth LLC243,858$6.22M2.4%-1.4%0.064%
7/9/2026 HF Advisory Group LLC66,776$1.70M0.5%+4.7%0.018%
7/9/2026 Sax Wealth Advisors LLC74,684$1.91M0.1%+130.3%0.020%
7/9/2026 Private Wealth Group LLC95,287$2.43M0.9%+14.8%0.025%
7/8/2026 Gradient Investments LLC2,336,644$59.63M0.8%-36.8%0.618%
7/8/2026 Beacon Financial Strategies CORP1,278$33K0.0%N/A0.000%
7/8/2026 Apella Capital LLC2,223,605$56.30M0.8%+23.0%0.588%
7/8/2026 Midwest Financial Network LLC13,088$334K0.2%+24.4%0.003%
7/7/2026 Fermata Advisors LLC77,873$1.99M0.4%-2.7%0.021%
7/7/2026 Trinity Wealth Management LLC1,257,417$32.09M10.2%-7.3%0.333%
7/7/2026 Balefire LLC312,379$7.97M1.3%-7.4%0.083%
7/7/2026 Avior Wealth Management LLC180,128$4.60M0.1%+0.9%0.048%
7/7/2026 Waller Financial Planning Group Inc.960,721$24.52M5.0%-0.5%0.255%
7/7/2026 Legacy Solutions LLC102,646$2.62M2.1%+8.0%0.027%
7/7/2026 CGN Advisors LLC119,499$3.05M0.2%+1.5%0.032%
7/7/2026 CoreCap Advisors LLC18,446$471K0.0%+21.9%0.005%
7/6/2026 Trilogy Capital Inc.357,850$9.13M0.4%-83.9%0.095%
6/26/2026WealthPoint Financial LLC15,355$393K0.3%N/A0.004%
6/24/2026Redwood Investment Management LLC24,398$625K0.1%+33.1%0.006%
6/18/2026Western Wealth Management LLC18,639$478K0.0%+25.4%0.005%
6/4/2026 Midwest Financial Network LLC10,519$269K0.2%-43.6%0.003%
6/3/2026Parallel Advisors LLC197,159$5.05M0.1%-4.7%0.052%
6/3/2026NewEdge Advisors LLC1,697,190$43.48M0.2%-9.7%0.444%
5/27/2026 Security Financial Services INC.77,745$1.99M0.3%-41.8%0.020%
5/20/2026Arete Wealth Advisors LLC1,347,198$34.54M2.1%+14.4%0.353%
5/19/2026Western Wealth Management LLC18,639$478K0.0%+25.4%0.005%
5/19/2026Orographic Financial Advisors LLC13,252$339K0.2%N/A0.003%
5/19/2026NewEdge Advisors LLC537,138$13.76M0.3%-71.4%0.141%
5/19/2026Bank of America Corp DE5,842,790$149.69M0.0%+23.5%1.530%
5/19/2026Alexander Labrunerie & CO. Inc.195,750$5.02M1.9%-3.5%0.051%
5/19/2026Arkadios Wealth Advisors162,128$4.15M0.1%N/A0.042%
5/19/2026Arete Wealth Advisors LLC1,347,198$34.54M2.4%+14.4%0.353%
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5/18/2026Gould Capital LLC1,000$26K0.0%-30.6%0.000%
5/18/2026EverSource Wealth Advisors LLC16,098$412K0.0%-26.0%0.004%
5/18/2026Royal Bank of Canada1,158,598$29.68M0.0%+0.9%0.303%
5/16/2026Quantinno Capital Management LP21,750$557K0.0%N/A0.006%
5/16/2026Copley Financial Group Inc.428,720$10.98M6.6%-7.9%0.112%
5/15/2026Northeast Financial Group Inc.310,565$7.96M2.0%-5.0%0.081%
5/15/2026Gateway Wealth Partners LLC1,107,920$28.39M1.1%+132.5%0.290%
5/15/2026Wealth Watch Advisors INC37,093$950K0.4%-88.3%0.010%
5/15/2026Waverly Advisors LLC1,180,666$30.25M0.2%-7.6%0.309%
5/15/2026Stadion Money Management LLC1,365,116$34.97M3.5%+0.7%0.357%
5/14/2026Rockbridge Investment Management LCC412,555$10.57M0.9%-2.4%0.108%
5/14/2026Dow Chemical Co. DE30,006$769K0.3%-9.6%0.008%
5/13/2026Cetera Investment Advisers1,619,045$41.48M0.0%+11.9%0.424%
5/8/2026 Cutler Investment Counsel LLC1,118,858$28.67M3.0%+1.4%0.293%
5/8/2026Johnson Financial Group Inc.1,050$27K0.0%N/A0.000%
5/7/2026Cornerstone Advisors Asset Management LLC1,680,916$43.07M6.6%+6.3%0.440%
5/7/2026 Balefire LLC337,451$8.65M1.6%+6.2%0.088%
5/7/2026Parallel Advisors LLC197,159$5.05M0.1%-4.7%0.052%
5/6/2026Zhang Financial LLC333,168$8.54M0.3%+32.4%0.087%
5/6/2026Assetmark Inc.1,392,759$35.68M0.1%+33.1%0.365%
5/6/2026 Independent Financial Group LLC213,504$5.47M0.2%N/A0.056%
5/5/2026D.A. Davidson & CO.11,302$290K0.0%-7.4%0.003%
5/5/2026Navigation Group LLC21,437$549K0.1%N/A0.006%
5/5/2026Compass Financial Group Inc.88,124$2.26M1.0%-0.6%0.023%
5/5/2026Bank of New York Mellon Corp241,893$6.20M0.0%+52.5%0.063%
5/5/2026Harel Insurance Investments & Financial Services Ltd.17,579$450K0.0%+23.4%0.005%
5/5/2026Sanctuary Advisors LLC1,406,760$36.04M0.2%+4.0%0.368%
5/5/2026Sigma Planning Corp8,648$222K0.0%N/A0.002%
5/5/2026Mill Capital Management LLC81,113$2.08M0.2%+37.5%0.021%
5/5/2026Fell Capital Management ADV17,384$445K0.4%+8.3%0.005%
5/4/2026Retirement Planning Group LLC109,681$2.81M0.1%N/A0.029%
5/4/2026Bleakley Financial Group LLC15,958$409K0.0%N/A0.004%
5/4/2026 HBW Advisory Services LLC216,766$5.55M0.6%+1.2%0.057%
5/4/2026 Hibernia Wealth Partners LLC32,953$844K0.2%-45.3%0.009%
5/4/2026Lifeworks Advisors LLC204,872$5.25M0.7%-0.4%0.054%
5/2/2026 Financial Advisory Partners LLC13,219$339K0.1%+52.1%0.003%
5/2/2026Diversify Wealth Management LLC9,878$252K0.0%N/A0.003%
5/2/2026Towercrest Capital Management391,329$10.03M1.6%+2.7%0.102%
5/2/2026Carnegie Investment Counsel61,109$1.57M0.0%+4.1%0.016%
5/2/2026UNIVEST FINANCIAL Corp2,415,915$61.90M3.5%-21.4%0.632%
5/1/2026Fifth Third Bancorp53,130$1.36M0.0%N/A0.014%
5/1/2026Sovran Advisors LLC10,224$261K0.0%-34.6%0.003%
5/1/2026Simplicity Wealth LLC530,938$13.60M0.8%+29.0%0.138%
5/1/2026Paladin Advisory Group LLC7,080$181K0.1%-25.9%0.002%
4/30/2026Winch Advisory Services LLC80,717$2.07M0.5%+2.7%0.021%
4/30/2026Kestra Advisory Services LLC217,119$5.56M0.0%+12.2%0.056%
4/30/2026Money Concepts Capital Corp760,696$19.49M1.1%+0.6%0.197%
4/30/2026 CFS Investment Advisory Services LLC32,775$844K0.1%+7.0%0.009%
4/30/2026 Weitzel Financial Services Inc.711,263$18.16M6.5%+2.4%0.185%
4/30/2026 PCB Capital LLC117,806$3.02M4.8%+11.0%0.031%
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4/29/2026Richmond Investment Services LLC14,607$374K0.1%+29.7%0.004%
4/29/2026Axxcess Wealth Management LLC45,504$1.17M0.0%+37.3%0.012%
4/29/2026Cvfg LLC150,275$3.85M0.5%+6.6%0.039%
4/29/2026Alliance Wealth Management Group346,051$8.87M1.9%+3.4%0.090%
4/29/2026Red Crane Wealth Management LLC49,962$1.28M1.1%-1.5%0.013%
4/29/2026Global Strategic Investment Solutions LLC55,964$1.43M0.1%+2.6%0.015%
4/29/2026Integrated Advisors Network LLC271,425$6.95M0.4%-0.7%0.070%
4/28/2026 Appleton Partners Inc. MA381,846$9.78M0.7%+13.1%0.099%
4/28/2026Ascentis Independent Advisors39,124$1.00M0.1%N/A0.010%
4/28/2026 Raleigh Capital Management Inc.135,214$3.46M1.2%+93.4%0.035%


SPAB Institutional Ownership - Frequently Asked Questions

During the previous two years, 509 institutional investors and hedge funds held shares of SPDR Portfolio Aggregate Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($605.52M), CWM LLC ($468.49M), Cliftonlarsonallen Wealth Advisors LLC ($391.69M), State Street Corp ($319.09M), Cerity Partners LLC ($300.74M), Envestnet Asset Management Inc. ($269.29M), and RiverFront Investment Group LLC ($199.47M).Learn more on SPDR Portfolio Aggregate Bond ETF's institutional investors.

Of the 417 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 ($15.38M), Exchange Traded Concepts LLC ($7.08M), Cliftonlarsonallen Wealth Advisors LLC ($3.47M), CWM LLC ($2.33M), Park Avenue Securities LLC ($1.74M), Cerity Partners LLC ($1.72M), and Apella Capital LLC ($1.71M).

Institutional investors have bought a total of 64,153,923 shares in the last 24 months. This purchase volume represents approximately $1.65B in transactions.

Of the 228 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: Private Advisor Group LLC ($3.40M), Trilogy Capital Inc. ($1.87M), NewEdge Advisors LLC ($1.84M), KWB Wealth ($1.72M), Gradient Investments LLC ($1.52M), Envestnet Portfolio Solutions Inc. ($1.40M), and McNamara Financial Services Inc. ($1.27M).

Institutional investors have sold a total of 29,640,662 shares in the last 24 months. This volume of shares sold represents approximately $762.61M in transactions.



This page (NYSEARCA:SPAB) was last updated on 7/25/2026 by MarketBeat.com Staff.
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