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SPDR Portfolio Aggregate Bond ETF (SPAB) Institutional Ownership

SPDR Portfolio Aggregate Bond ETF logo
$25.02 +0.06 (+0.22%)
As of 11:51 AM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB)

Number of
Institutional Buyers
(last 12 months)
347
Total
Institutional Inflows
(last 12 months)
$1.25B
Number of
Institutional Sellers
(last 12 months)
205
Total
Institutional Outflows
(last 12 months)
$678.87M
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SPAB Institutional Buying and Selling by Quarter

SPDR Portfolio Aggregate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group9,164$234K0.0%N/A0.002%
9/2/2026Brown Lisle Cummings Inc.13,984$357K0.1%+679.1%0.004%
8/27/2026 Corient Private Wealth LP295,549$7.54M0.0%-49.6%0.076%
8/27/2026 Tucker Asset Management LLC24,068$614K0.2%+496.0%0.006%
8/26/2026 Brown Financial Advisors31,669$808K0.3%-36.2%0.008%
8/25/2026 Tobias Financial Advisors Inc.4,428,126$113.01M13.7%+6.0%1.140%
8/23/2026 Ameritas Advisory Services LLC7,848$200K0.0%N/A0.002%
8/23/2026 Melone Private Wealth LLC243,858$6.22M1.9%-1.4%0.063%
8/22/2026 Compass Financial Management LLC1,128$29K0.0%N/A0.000%
8/22/2026 Hopwood Nicholas Hunter34,259$874K0.2%N/A0.009%
8/22/2026 Plan A Wealth LLC15,917$406K0.2%-8.5%0.004%
8/22/2026 Cornerstone Advisors Asset Management LLC2,534,062$64.67M8.5%+50.8%0.652%
8/22/2026 Shum Financial Group Inc.22,870$584K0.3%+7.9%0.006%
8/22/2026 SMART Wealth LLC16,924$432K0.1%N/A0.004%
8/22/2026 Copley Financial Group Inc.176,811$4.51M2.2%-58.8%0.046%
8/22/2026 Syon Capital LLC1,190,864$30.39M1.3%-2.7%0.307%
8/22/2026 Concurrent Investment Advisors LLC274,050$6.99M0.1%+7.1%0.071%
8/21/2026 Continuum Advisory LLC4,634$118K0.0%N/A0.001%
8/21/2026 Weitzel Financial Services Inc.743,151$18.87M6.1%+4.5%0.191%
8/21/2026 PFG Private Wealth Management LLC12,875$329K0.1%-13.7%0.003%
8/21/2026 Acorn Wealth Advisors LLC10,211$261K0.1%N/A0.003%
8/21/2026 Triumph Capital Management1,970$50K0.0%+90.0%0.001%
8/21/2026 Rinkey Investments210,919$5.38M1.2%-1.2%0.054%
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%0.017%
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%
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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%
6/26/2026 WealthPoint Financial LLC15,355$393K0.3%N/A0.004%
6/24/2026 Redwood Investment Management LLC24,398$625K0.1%+33.1%0.006%
6/18/2026 Western Wealth Management LLC18,639$478K0.0%+25.4%0.005%
6/4/2026 Midwest Financial Network LLC10,519$269K0.2%-43.6%0.003%
6/3/2026 Parallel Advisors LLC197,159$5.05M0.1%-4.7%0.052%
6/3/2026 NewEdge 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%
5/20/2026 Arete Wealth Advisors LLC1,347,198$34.54M2.1%+14.4%0.353%
5/19/2026 Western Wealth Management LLC18,639$478K0.0%+25.4%0.005%
5/19/2026 Orographic Financial Advisors LLC13,252$339K0.2%N/A0.003%
5/19/2026 NewEdge Advisors LLC537,138$13.76M0.3%-71.4%0.141%
5/19/2026 Bank of America Corp DE5,842,790$149.69M0.0%+23.5%1.530%
5/19/2026 Alexander Labrunerie & CO. Inc.195,750$5.02M1.9%-3.5%0.051%
5/19/2026 Arkadios Wealth Advisors162,128$4.15M0.1%N/A0.042%
5/19/2026 Arete Wealth Advisors LLC1,347,198$34.54M2.4%+14.4%0.353%
5/18/2026 Gould Capital LLC1,000$26K0.0%-30.6%0.000%
5/18/2026 EverSource Wealth Advisors LLC16,098$412K0.0%-26.0%0.004%
5/18/2026 Royal Bank of Canada1,158,598$29.68M0.0%+0.9%0.303%
5/16/2026 Quantinno Capital Management LP21,750$557K0.0%N/A0.006%
5/16/2026 Copley 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%
5/15/2026 Gateway Wealth Partners LLC1,107,920$28.39M1.1%+132.5%0.290%
5/15/2026 Wealth Watch Advisors INC37,093$950K0.4%-88.3%0.010%
5/15/2026 Waverly Advisors LLC1,180,666$30.25M0.2%-7.6%0.309%
5/15/2026 Stadion Money Management LLC1,365,116$34.97M3.5%+0.7%0.357%
5/14/2026 Rockbridge Investment Management LCC412,555$10.57M0.9%-2.4%0.108%
5/14/2026 Dow Chemical Co. DE30,006$769K0.3%-9.6%0.008%
5/13/2026 Cetera 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%
5/8/2026 Johnson Financial Group Inc.1,050$27K0.0%N/A0.000%
5/7/2026 Cornerstone 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%
5/7/2026 Parallel Advisors LLC197,159$5.05M0.1%-4.7%0.052%
5/6/2026 Zhang Financial LLC333,168$8.54M0.3%+32.4%0.087%
5/6/2026 Assetmark 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%
5/5/2026 D.A. Davidson & CO.11,302$290K0.0%-7.4%0.003%
5/5/2026 Navigation Group LLC21,437$549K0.1%N/A0.006%
5/5/2026 Compass Financial Group Inc.88,124$2.26M1.0%-0.6%0.023%
5/5/2026 Bank of New York Mellon Corp241,893$6.20M0.0%+52.5%0.063%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.17,579$450K0.0%+23.4%0.005%
5/5/2026 Sanctuary Advisors LLC1,406,760$36.04M0.2%+4.0%0.368%
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5/5/2026 Sigma Planning Corp8,648$222K0.0%N/A0.002%
5/5/2026 Mill Capital Management LLC81,113$2.08M0.2%+37.5%0.021%
5/5/2026 Fell Capital Management ADV17,384$445K0.4%+8.3%0.005%
5/4/2026 Retirement Planning Group LLC109,681$2.81M0.1%N/A0.029%
5/4/2026 Bleakley 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%
5/4/2026 Lifeworks 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%


SPAB Institutional Ownership - Frequently Asked Questions

During the previous two years, 518 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 425 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 48,550,145 shares in the last 24 months. This purchase volume represents approximately $1.25B in transactions.

Of the 205 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 26,371,458 shares in the last 24 months. This volume of shares sold represents approximately $678.87M in transactions.


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Institutional ownership data for NYSEARCA:SPAB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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