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SPDR Portfolio Aggregate Bond ETF (SPAB) Institutional Ownership

SPDR Portfolio Aggregate Bond ETF logo
$25.42 -0.07 (-0.26%)
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB)

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$155.34M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$102.56M
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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
5/16/2025NewEdge Advisors LLC1,770,279$45.21M0.3%-3.0%0.518%
5/16/2025Integrated Wealth Concepts LLC124,593$3.18M0.0%-4.9%0.036%
5/15/2025Weitzel Financial Services Inc.644,024$16.51M7.9%+21.0%0.188%
5/15/2025Pinnacle Wealth Planning Services Inc.773,305$19.75M3.0%+5.5%0.226%
5/15/2025OLD Mission Capital LLC192,749$4.92M0.1%-29.7%0.056%
5/14/2025Flow Traders U.S. LLC33,080$845K0.0%-45.4%0.010%
5/13/2025EverSource Wealth Advisors LLC63,503$1.62M0.1%N/A0.019%
5/13/2025Horizon Investments LLC196,652$5.02M0.1%-5.8%0.058%
5/12/2025Scissortail Wealth Management LLC64,953$1.66M0.4%+95.7%0.019%
5/9/2025Tidemark LLC15,498$396K0.1%-38.3%0.005%
5/9/2025Cheviot Value Management LLC1,273$32K0.0%N/A0.000%
5/8/2025Alliance Wealth Management Group317,007$8.10M2.1%+3.0%0.094%
5/8/2025Towercrest Capital Management360,414$9.21M1.7%+1.8%0.107%
5/7/2025MJT & Associates Financial Advisory Group Inc.11,306$289K0.3%N/A0.003%
5/7/2025NYL Investors LLC139,300$3.56M0.2%+1.6%0.041%
5/6/2025USAdvisors Wealth Management LLC68,054$1.74M0.6%-28.7%0.020%
5/6/2025Compass Financial Group Inc.93,979$2.40M1.2%-1.9%0.028%
5/6/2025Richardson Financial Services Inc.29,174$745K0.6%+12.5%0.009%
5/6/2025Winch Advisory Services LLC71,424$1.82M0.5%+7.2%0.021%
5/5/2025Crestwood Advisors Group LLC356,623$9.11M0.2%-14.4%0.106%
4/29/2025Bank of New York Mellon Corp911,799$23.29M0.0%+6.0%0.271%
4/29/2025Columbia River Financial Group LLC447,800$11.44M7.6%+9.1%0.133%
4/28/2025Rosenberg Matthew Hamilton9,076$232K0.1%-10.7%0.003%
4/28/2025Private Trust Co. NA28,210$720K0.1%-39.2%0.008%
4/28/2025Money Design Co. Ltd.1,045,331$26.70M1.3%-3.7%0.311%
4/24/2025Golden State Wealth Management LLC511,809$13.07M1.9%+0.2%0.152%
4/24/2025Tsfg LLC440,566$11.25M2.3%+0.9%0.131%
4/23/2025Western Wealth Management LLC13,425$343K0.0%-50.4%0.004%
4/23/2025Creative Financial Designs Inc. ADV62,330$1.59M0.1%+897.8%0.019%
4/23/2025Golden State Wealth Management LLC1,023,526$26.14M1.9%+100.3%0.304%
4/23/2025AIFG Consultants Ltd.39,849$1.02M1.7%-6.0%0.012%
4/22/2025Cambridge Investment Research Advisors Inc.796,659$20.35M0.1%+5.4%0.237%
4/22/2025Appleton Partners Inc. MA291,804$7.45M0.6%+5.6%0.087%
4/21/2025Heartwood Wealth Advisors LLC15,341$392K0.0%-98.3%0.005%
4/21/2025Kingswood Wealth Advisors LLC11,463$293K0.0%-14.3%0.003%
4/17/2025Vicus Capital18,376$469K0.0%+2.7%0.006%
4/17/2025Janney Montgomery Scott LLC738,087$18.85M0.1%-4.4%0.224%
4/16/2025IAG Wealth Partners LLC213,468$5.45M0.8%+5.1%0.065%
4/15/2025GPS Wealth Strategies Group LLC40,426$1.03M0.1%-14.0%0.012%
4/15/2025Zhang Financial LLC219,668$5.61M0.3%+13.3%0.067%
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4/15/2025Collier Financial3,278$84K0.1%-99.3%0.001%
4/14/2025Farther Finance Advisors LLC54,969$1.40M0.0%+60.7%0.017%
4/9/2025NBC Securities Inc.69,440$1.77M0.2%+115,633.3%0.021%
4/8/2025Parallel Advisors LLC177,576$4.54M0.1%-10.8%0.054%
3/24/2025Mascagni Wealth Management Inc.11,928$298K0.3%N/A0.004%
2/27/2025Pinnacle Wealth Planning Services Inc.733,295$18.33M2.8%+7.9%0.224%
2/26/2025Virtue Capital Management LLC18,841$471K0.1%-13.5%0.006%
2/19/2025Columbia River Financial Group LLC410,374$10.26M7.0%N/A0.129%
2/18/2025Sunbelt Securities Inc.7,635$191K0.0%-15.2%0.002%
2/17/2025Weitzel Financial Services Inc.532,270$13.33M6.3%+2.4%0.168%
2/17/2025Redwood Investment Management LLC63,540$1.59M0.2%-5.4%0.020%
2/17/2025Cahill Financial Advisors Inc.106,813$2.67M0.4%-3.9%0.034%
2/17/2025Captrust Financial Advisors313,722$7.84M0.0%+22.1%0.099%
2/17/2025BNP Paribas Financial Markets1,004,116$25.09M0.0%-0.4%0.317%
2/17/2025Ameriprise Financial Inc.167,293$4.18M0.0%-3.8%0.053%
2/17/2025Ancora Advisors LLC7,035$176K0.0%-25.2%0.002%
2/14/2025Integrated Wealth Concepts LLC131,060$3.28M0.0%-59.4%0.041%
2/14/2025Syon Capital LLC3,605,454$90.10M8.1%+2.7%1.137%
2/14/2025Coppell Advisory Solutions LLC21,836$547K0.1%-5.4%0.007%
2/14/2025IHT Wealth Management LLC1,211,885$30.29M1.0%+12.1%0.382%
2/14/2025Kayne Anderson Rudnick Investment Management LLC3,514$88K0.0%N/A0.001%
2/13/2025United Capital Financial Advisors LLC357,600$8.94M0.1%-9.2%0.113%
2/13/2025Waterloo Capital L.P.11,120$278K0.0%-27.6%0.004%
2/12/2025Alliance Wealth Management Group307,787$7.69M2.0%-0.5%0.097%
2/12/2025OLD Mission Capital LLC274,145$6.85M0.1%+1,741.5%0.086%
2/12/2025FSB Premier Wealth Management Inc.213,408$5.33M2.1%+2.3%0.067%
2/12/2025RiverFront Investment Group LLC7,410,178$185.18M4.2%+0.2%2.338%
2/12/2025JPMorgan Chase & Co.2,520,287$62.98M0.0%-10.3%0.795%
2/11/2025CoreFirst Bank & Trust9,291$232K0.1%N/A0.003%
2/11/2025Lynx Investment Advisory37,227$930K0.6%-25.1%0.012%
2/11/2025Towercrest Capital Management353,996$8.85M1.4%-0.3%0.112%
2/10/2025Horizon Investments LLC208,656$5.21M0.1%-2.1%0.066%
2/10/2025Parallel Advisors LLC199,173$4.98M0.1%+22.6%0.063%
2/10/2025Cibc World Markets Corp261,395$6.53M0.0%+5.0%0.082%
2/10/2025Creative Financial Designs Inc. ADV6,247$156K0.0%+5,906.7%0.002%
2/10/2025Eldridge Investment Advisors Inc.338,177$8.45M2.0%-0.5%0.107%
2/10/2025Tidemark LLC25,126$628K0.2%-45.9%0.008%
2/10/2025IAG Wealth Partners LLC203,139$5.08M0.9%+30.1%0.064%
2/10/2025Farther Finance Advisors LLC34,197$855K0.0%+17.3%0.011%
2/6/2025Pinnacle Wealth Planning Services Inc.733,295$18.33M0.4%+7.9%0.231%
2/6/2025AMJ Financial Wealth Management12,740$318K0.1%+9.1%0.004%
2/6/2025Synergy Investment Management LLC1,531$38K0.0%N/A0.000%
2/6/2025SBI Securities Co. Ltd.6,850$171K0.0%N/A0.002%
2/6/2025Jones Financial Companies Lllp585,568$14.63M0.0%+39.1%0.185%
2/5/2025Private Trust Co. NA46,415$1.16M0.1%+32.3%0.015%
2/5/2025Compass Financial Group Inc.95,814$2.39M1.1%-6.2%0.030%
2/5/2025Bull Oak Capital LLC320,347$8.01M4.5%-50.7%0.101%
2/5/2025Magnolia Private Wealth LLC38,750$968K0.6%N/A0.012%
2/4/2025Bank of New York Mellon Corp860,342$21.50M0.0%+4.1%0.271%
2/4/2025Crestwood Advisors Group LLC416,488$10.41M0.2%+76.7%0.131%
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2/3/2025Transcend Capital Advisors LLC14,342$358K0.0%N/A0.005%
1/31/2025Valley Wealth Managers Inc.13,775$344K0.0%+42.3%0.004%
1/30/2025NYL Investors LLC137,100$3.43M0.3%+6.3%0.043%
1/30/2025Vicus Capital17,893$447K0.0%+6.7%0.006%
1/29/2025AIFG Consultants Ltd.42,409$1.06M1.7%-91.8%0.013%
1/29/2025Collier Financial455,160$11.37M10.2%N/A0.144%
1/28/2025Appleton Partners Inc. MA276,359$6.91M0.5%+7.0%0.087%
1/28/2025Golden State Wealth Management LLC510,955$12.77M1.9%N/A0.161%
1/24/2025GPS Wealth Strategies Group LLC46,993$1.17M0.2%+1,298.6%0.015%
1/24/2025Richardson Financial Services Inc.25,941$650K0.5%-6.3%0.008%
(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, 108 institutional investors and hedge funds held shares of SPDR Portfolio Aggregate Bond ETF. The most heavily invested institutionals were RiverFront Investment Group LLC ($185.18M), Syon Capital LLC ($90.10M), JPMorgan Chase & Co. ($62.98M), Great Lakes Retirement Inc. ($52.67M), NewEdge Advisors LLC ($45.21M), Girard Partners LTD. ($36.56M), and IHT Wealth Management LLC ($30.29M).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 90 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: Syon Capital LLC ($6.83M), Golden State Wealth Management LLC ($1.02M), Bank of New York Mellon Corp ($924.16K), Toronto Dominion Bank ($850K), JPMorgan Chase & Co. ($788.24K), BNP Paribas Financial Markets ($742.41K), and Bull Oak Capital LLC ($568.27K).

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

Institutional investors have bought a total of 6,100,299 shares in the last 24 months. This purchase volume represents approximately $155.34M in transactions.

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

Of the 46 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 ($902.84K), AIFG Consultants Ltd. ($503.21K), Collier Financial ($451.88K), Bull Oak Capital LLC ($442.03K), Toronto Dominion Bank ($350K), JPMorgan Chase & Co. ($287.88K), and Integrated Wealth Concepts LLC ($198.58K).

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

Institutional investors have sold a total of 4,057,361 shares in the last 24 months. This volume of shares sold represents approximately $102.56M in transactions.



This page (NYSEARCA:SPAB) was last updated on 7/3/2025 by MarketBeat.com Staff
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