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SPDR Portfolio Aggregate Bond ETF (SPAB) Institutional Ownership

SPDR Portfolio Aggregate Bond ETF logo
$25.46 +0.05 (+0.20%)
As of 03:41 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
384
Total
Institutional Inflows
(last 12 months)
$1.73B
Number of
Institutional Sellers
(last 12 months)
243
Total
Institutional Outflows
(last 12 months)
$664.92M
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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
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%
5/4/2026HBW Advisory Services LLC216,766$5.55M0.6%+1.2%0.057%
5/4/2026Hibernia 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%
5/2/2026 Diversify Wealth Management LLC9,878$252K0.0%N/A0.003%
5/2/2026 Towercrest Capital Management391,329$10.03M1.6%+2.7%0.102%
5/2/2026 Carnegie Investment Counsel61,109$1.57M0.0%+4.1%0.016%
5/2/2026 UNIVEST FINANCIAL Corp2,415,915$61.90M3.5%-21.4%0.632%
5/1/2026 Fifth Third Bancorp53,130$1.36M0.0%N/A0.014%
5/1/2026 Sovran Advisors LLC10,224$261K0.0%-34.6%0.003%
5/1/2026 Simplicity Wealth LLC530,938$13.60M0.8%+29.0%0.138%
5/1/2026 Paladin Advisory Group LLC7,080$181K0.1%-25.9%0.002%
4/30/2026 Winch Advisory Services LLC80,717$2.07M0.5%+2.7%0.021%
4/30/2026 Kestra Advisory Services LLC217,119$5.56M0.0%+12.2%0.056%
4/30/2026 Money 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%
4/29/2026 Richmond Investment Services LLC14,607$374K0.1%+29.7%0.004%
4/29/2026 Axxcess Wealth Management LLC45,504$1.17M0.0%+37.3%0.012%
4/29/2026 Cvfg LLC150,275$3.85M0.5%+6.6%0.039%
4/29/2026 Alliance Wealth Management Group346,051$8.87M1.9%+3.4%0.090%
4/29/2026 Red Crane Wealth Management LLC49,962$1.28M1.1%-1.5%0.013%
4/29/2026 Global Strategic Investment Solutions LLC55,964$1.43M0.1%+2.6%0.015%
4/29/2026 Integrated 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%
4/28/2026 Ascentis 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%
4/28/2026 GM Advisory Group LLC1,861,558$47.69M1.8%+4.4%0.482%
4/28/2026 Astoria Portfolio Advisors LLC.53,430$1.37M0.3%-2.1%0.014%
4/28/2026 Walkner Condon Financial Advisors LLC42,558$1.09M0.1%+5.2%0.011%
4/28/2026 Koshinski Asset Management Inc.66,384$1.70M0.1%+5.6%0.017%
4/27/2026 Capital Financial Group Inc. Co. ADV151,566$3.88M2.1%+17.4%0.039%
4/27/2026 Integrity Wealth Partners LLC8,358$214K0.2%N/A0.002%
4/27/2026 Arrien Investments Inc.1,362,580$34.91M18.9%+2.1%0.353%
4/27/2026 Altus Wealth Group LLC47,800$1.23M0.5%+4.9%0.012%
4/27/2026 Kelman Lazarov Inc.51,441$1.32M0.2%+8.5%0.013%
4/27/2026 World Investment Advisors308,498$7.90M0.1%+10.3%0.080%
4/27/2026 Lodestar Private Asset Management LLC1,321,303$33.85M3.3%+5.3%0.342%
4/27/2026 PAX Financial Group LLC269,807$6.91M1.2%+7.2%0.070%
4/27/2026 USAdvisors Wealth Management LLC70,162$1.79M0.6%+2.4%0.018%
4/27/2026 Private Advisor Group LLC1,174,310$30.09M0.1%+14.3%0.304%
4/27/2026 Financial Plan Inc.30,436$780K0.1%-3.4%0.008%
4/27/2026 Elevation Point Wealth Partners LLC956,842$24.51M0.6%+21.6%0.248%
4/24/2026 Root Financial Partners LLC2,576$66K0.0%-29.6%0.001%
4/24/2026 TKG Advisors LLC41,527$1.06M0.4%-30.5%0.011%
4/24/2026 Flagship Private Wealth LLC55,672$1.43M0.6%-2.5%0.014%
4/24/2026 Impact Partnership Wealth LLC29,741$762K0.1%+10.5%0.008%
4/24/2026 Kagan Cocozza Asset Management700,150$17.94M12.6%-5.7%0.181%
4/23/2026 Financial & Tax Architects LLC50,402$1.29M0.3%+2.0%0.013%
4/23/2026 Investment Planning Advisors Inc.12,462$319K0.1%-3.6%0.003%
4/23/2026 Private Wealth Group LLC83,038$2.13M1.0%+3.9%0.021%
4/23/2026 Peak Financial Advisors LLC9,443$242K0.1%-43.5%0.002%
4/23/2026 Vicus Capital286,653$7.34M0.5%+19.2%0.074%
4/23/2026 Riverbend Wealth Management LLC29,060$745K0.4%+6.5%0.008%
4/22/2026 Aspire Private Capital LLC928,719$23.79M5.4%+20.7%0.240%
4/22/2026 Janney Montgomery Scott LLC1,010,540$25.89M0.1%+4.3%0.262%
4/22/2026 Onyx Bridge Wealth Group LLC23,440$601K0.1%-15.0%0.006%
4/22/2026 Trilogy Capital Inc.2,229,579$57.12M2.5%+3.8%0.577%
4/22/2026 Rooted Wealth Advisors Inc.41,958$1.08M0.3%-2.3%0.011%
4/22/2026 Narus Financial Partners LLC32,826$841K0.2%+4.6%0.008%
4/22/2026 FWG Investments LLC.31,972$819K0.5%-11.9%0.008%
4/21/2026 HF Advisory Group LLC63,762$1.63M0.6%+9.6%0.017%
4/21/2026 Falcon Wealth Planning27,264$699K0.0%-12.2%0.007%
4/21/2026 Independent Wealth Network Inc.112,929$2.89M0.9%-40.4%0.029%
4/21/2026 Balance Wealth LLC53,923$1.38M0.4%-2.0%0.014%
4/20/2026 Kestra Private Wealth Services LLC57,154$1.46M0.0%-1.4%0.015%
4/20/2026 Auour Investments LLC153,769$3.94M1.2%+2.5%0.040%
4/20/2026 RFG Advisory LLC350,698$8.99M0.2%-27.4%0.091%
4/20/2026 Brown Lisle Cummings Inc.1,795$46K0.0%N/A0.000%
4/20/2026 Apella Capital LLC1,807,132$46.53M0.7%+35.2%0.468%
4/17/2026 Trinity Wealth Management LLC1,356,451$34.75M12.8%+7.2%0.352%
4/17/2026 Certified Advisory Corp225,255$5.77M0.5%+0.8%0.058%
4/17/2026 Total Clarity Wealth Management Inc.195,159$5M1.2%-1.7%0.051%
4/17/2026 Signal Advisors Wealth LLC77,371$1.98M0.1%+511.2%0.020%
4/17/2026 Rainier Family Wealth Inc.142,683$3.66M2.5%+25.9%0.037%
4/17/2026 Stewardship Advisors LLC427,041$10.94M2.5%-2.7%0.111%
4/16/2026 True Vision MN LLC12,337$316K0.2%N/A0.003%
4/16/2026 CWC Advisors LLC.189,057$4.84M2.3%N/A0.049%
4/16/2026 Balboa Wealth Partners13,265$340K0.1%+48.2%0.003%
4/16/2026 Ballast Rock Private Wealth LLC59,896$1.54M0.8%+5.0%0.016%
4/16/2026 Paladin Wealth LLC26,739$685K0.5%-3.1%0.007%
4/15/2026 Nations Financial Group Inc. IA ADV21,009$538K0.0%+21.5%0.006%
3/17/2026Rockefeller Capital Management L.P.975,100$25.11M0.0%+16.4%0.275%
3/13/2026 World Investment Advisors279,657$7.20M0.1%+24.9%0.079%
3/9/2026Corient Private Wealth LLC739,599$19.05M0.0%N/A0.209%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management24,170$622K0.5%N/A0.007%
3/4/2026 Pure Financial Advisors LLC290,776$7.49M0.1%+1.4%0.082%
3/4/2026SHP Wealth Management2,730$70K0.0%N/A0.001%
3/2/2026 Amicus Financial Advisors LLC7,905$204K0.1%N/A0.002%
2/24/2026 Astoria Portfolio Advisors LLC.54,555$1.42M0.3%-5.4%0.015%
2/23/2026Investments & Financial Planning LLC18,133$467K0.3%+10.7%0.005%
2/19/2026TMB Capital Partners LLC62,266$1.60M0.5%N/A0.018%


SPAB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPAB shares?

During the previous two years, 500 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.

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

Of the 406 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 LPL Financial LLC ($1.55M).

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

Institutional investors have bought a total of 67,363,991 shares in the last 24 months. This purchase volume represents approximately $1.73B in transactions.

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

Of the 243 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), KWB Wealth ($2.20M), Envestnet Portfolio Solutions Inc. ($1.40M), McNamara Financial Services Inc. ($1.27M), Great Valley Advisor Group Inc. ($1.18M), Envestnet Asset Management Inc. ($958.14K), and US Bancorp DE ($865.91K).

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

Institutional investors have sold a total of 25,816,350 shares in the last 24 months. This volume of shares sold represents approximately $664.92M in transactions.



This page (NYSEARCA:SPAB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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