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SPDR Portfolio Aggregate Bond ETF (SPAB) Institutional Ownership

SPDR Portfolio Aggregate Bond ETF logo
$25.37 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
388
Total
Institutional Inflows
(last 12 months)
$1.81B
Number of
Institutional Sellers
(last 12 months)
243
Total
Institutional Outflows
(last 12 months)
$705.70M
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Skip Chart & View Institutional Buying and Selling Data

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
5/20/2026 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%
5/15/2026 Northeast 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%
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%
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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%
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%
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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%


SPAB Institutional Ownership - Frequently Asked Questions

During the previous two years, 507 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 412 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).

Institutional investors have bought a total of 70,435,809 shares in the last 24 months. This purchase volume represents approximately $1.81B in transactions.

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), NewEdge Advisors LLC ($1.65M), Envestnet Portfolio Solutions Inc. ($1.40M), McNamara Financial Services Inc. ($1.27M), Great Valley Advisor Group Inc. ($1.18M), and Envestnet Asset Management Inc. ($958.14K).

Institutional investors have sold a total of 27,407,400 shares in the last 24 months. This volume of shares sold represents approximately $705.70M in transactions.



This page (NYSEARCA:SPAB) was last updated on 5/25/2026 by MarketBeat.com Staff.
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