SPDR Portfolio Aggregate Bond ETF (SPAB) Institutional Ownership

$24.63
-0.09 (-0.36%)
(As of 04/24/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$294.30M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$42.51M
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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
4/24/2024Private Trust Co. NA69,818$1.77M0.2%+11.9%0.022%
4/24/2024PSI Advisors LLC3,010$76K0.0%+50.5%0.001%
4/24/2024Zhang Financial LLC166,365$4.21M0.3%+106.8%0.053%
4/16/2024 Tsfg LLC341,151$8.62M2.2%+2,254.1%0.108%
4/15/2024 Sunbelt Securities Inc.9,005$228K0.0%-6.3%0.003%
4/15/2024 Kingswood Wealth Advisors LLC13,790$349K0.0%N/A0.004%
4/12/2024 AdvisorNet Financial Inc25,211$637K0.1%+3.5%0.010%
4/11/2024 Bull Oak Capital LLC528,340$13.36M8.9%+172.2%0.201%
4/10/2024 Weitzel Financial Services Inc.502,183$12.57M6.3%+25.4%0.191%
4/5/2024 NBC Securities Inc.46,919$1.19M0.1%-23.5%0.018%
4/2/2024 Heartwood Wealth Advisors LLC891,977$22.55M2.8%+8.2%0.339%
4/1/2024 Appleton Partners Inc. MA238,874$6.04M0.5%+10.5%0.091%
3/4/2024Richardson Financial Services Inc.30,505$782K0.7%N/A0.012%
2/26/2024Syon Capital LLC3,470,955$89.00M7.7%+1,579.5%1.318%
2/14/2024Waterloo Capital L.P.20,880$535K0.1%+16.6%0.008%
2/13/2024Jones Financial Companies Lllp196,282$5.03M0.0%+12.0%0.075%
2/12/2024NYL Investors LLC119,100$3.05M0.1%-3.2%0.045%
2/12/2024Parallel Advisors LLC137,562$3.53M0.1%+334.3%0.052%
2/9/2024Cambridge Investment Research Advisors Inc.644,600$16.53M0.1%+10.4%0.245%
2/9/2024Tidemark LLC519,999$13.33M8.3%N/A0.197%
2/9/2024Certified Advisory Corp192,544$4.94M0.7%-4.7%0.073%
2/8/2024Towercrest Capital Management372,920$9.56M1.7%-2.0%0.142%
2/8/2024Janney Montgomery Scott LLC891,563$22.86M0.1%-2.8%0.338%
2/8/2024Pinnacle Wealth Planning Services Inc.551,114$14.13M2.1%+7.6%0.209%
2/7/2024 Strategic Advocates LLC171,417$4.40M1.9%-41.3%0.065%
2/7/2024 NBC Securities Inc.61,314$1.57M0.2%-2.9%0.023%
2/7/2024Valley Wealth Managers Inc.9,677$248K0.0%-16.7%0.004%
2/6/2024Eldridge Investment Advisors Inc.455,296$11.67M3.1%+67.2%0.173%
2/6/2024Natixis Advisors L.P.40,193$1.03M0.0%+5.7%0.015%
2/2/2024IAG Wealth Partners LLC114,626$2.94M0.7%+24.4%0.044%
2/2/2024Syon Capital LLC3,470,955$89.00M6.4%+1,579.5%1.318%
2/2/2024Compass Financial Group Inc.102,313$2.62M1.5%N/A0.039%
2/1/2024 Vicus Capital16,723$429K0.0%-10.9%0.006%
1/31/2024 Wetzel Investment Advisors Inc.2,730$70K0.0%N/A0.001%
1/31/2024Zhang Financial LLC80,454$2.06M0.2%N/A0.031%
1/29/2024Crestwood Advisors Group LLC281,597$7.22M0.2%N/A0.107%
1/29/2024ORG Partners LLC1,791$46K0.0%+116.8%0.001%
1/29/2024 Tennessee Valley Asset Management Partners253,507$6.50M1.7%+13.4%0.096%
1/29/2024Money Design Co. Ltd.1,217,892$31.23M1.8%+1.6%0.462%
1/24/2024Prime Capital Investment Advisors LLC7,860$202K0.0%N/A0.003%
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1/24/2024Private Trust Co. NA62,416$1.60M0.2%-25.8%0.024%
1/24/2024 Tsfg LLC14,492$372K0.1%N/A0.006%
1/19/2024 True Link Financial Advisors LLC35,719$916K0.1%-44.0%0.014%
1/18/2024Winch Advisory Services LLC32,709$839K0.3%+7.5%0.012%
1/17/2024IFG Advisory LLC35,453$909K0.1%-3.8%0.013%
1/17/2024 Heartwood Wealth Advisors LLC824,662$21.14M2.8%+0.1%0.313%
1/16/2024 Rosenberg Matthew Hamilton9,803$251K0.1%-7.4%0.004%
1/11/2024Whittier Trust Co.37,500$961K0.0%-7.6%0.014%
1/2/2024 Appleton Partners Inc. MA216,102$5.54M0.4%-17.6%0.082%
11/15/2023Integrated Wealth Concepts LLC96,099$2.34M0.0%-81.7%0.036%
11/15/2023Baker Avenue Asset Management LP17,791$433K0.0%-50.3%0.007%
11/15/2023KPP Advisory Services LLC8,436$205K0.1%N/A0.003%
11/14/2023Towercrest Capital Management380,462$9.26M1.8%+6.3%0.144%
11/13/2023Certified Advisory Corp202,117$4.92M0.6%+20.2%0.077%
11/13/2023NYL Investors LLC123,100$3.00M0.1%+0.7%0.047%
11/13/2023AMJ Financial Wealth Management9,476$231K0.1%+7.8%0.004%
11/9/2023USAdvisors Wealth Management LLC315,003$7.67M3.1%+3.3%0.120%
11/9/2023Valley Wealth Managers Inc.11,617$283K0.0%N/A0.004%
11/8/2023Janney Montgomery Scott LLC916,989$22.32M0.1%+2.7%0.348%
11/8/2023Pinnacle Wealth Planning Services Inc.512,209$12.47M2.0%+4.8%0.194%
11/6/2023Winch Advisory Services LLC30,440$741K0.3%+6.3%0.012%
11/6/2023Eldridge Investment Advisors Inc.272,290$6.61M2.2%-14.5%0.103%
11/4/2023 NBC Securities Inc.63,135$1.54M0.2%N/A0.024%
11/4/2023Syon Capital LLC206,667$5.03M0.6%N/A0.078%
11/2/2023Girard Partners LTD.1,502,150$36.56M4.1%+2.8%0.570%
10/30/2023Arete Wealth Advisors LLC12,035$293K0.1%-94.0%0.005%
10/30/2023Money Design Co. Ltd.1,198,841$29.18M1.8%-0.2%0.455%
10/26/2023GPS Wealth Strategies Group LLC8,354$203K0.0%-6.6%0.003%
10/25/2023Concourse Financial Group Securities Inc.1,868$45K0.0%+58.0%0.001%
10/25/2023OLD Second National Bank of Aurora3,325$81K0.0%+35.8%0.001%
10/24/2023Bank of New York Mellon Corp784,000$19.08M0.0%N/A0.298%
10/24/2023IAG Wealth Partners LLC92,124$2.24M0.6%+1.1%0.035%
10/24/2023Cambridge Investment Research Advisors Inc.583,965$14.21M0.1%+10.0%0.222%
10/23/2023 Vicus Capital18,774$457K0.0%+4.9%0.007%
10/23/2023Scissortail Wealth Management LLC55,352$1.32M1.0%N/A0.021%
10/18/2023Private Trust Co. NA84,079$2.05M0.3%-22.1%0.032%
10/17/2023 Heartwood Wealth Advisors LLC823,570$20.05M3.0%+1.2%0.313%
10/12/2023SlateStone Wealth LLC12,891$314K0.0%+28.9%0.005%
10/11/2023 Rosenberg Matthew Hamilton10,583$258K0.1%-39.3%0.004%
10/10/2023Householder Group Estate & Retirement Specialist LLC12,269$299K0.1%N/A0.005%
10/3/2023 Appleton Partners Inc. MA262,252$6.38M0.6%+6.7%0.100%
9/21/2023Baystate Wealth Management LLC1,841$47K0.0%+111.1%0.001%
9/12/2023Farther Finance Advisors LLC1,182$30K0.0%+113.0%0.000%
9/7/2023 ST Germain D J Co. Inc.2,368$60K0.0%N/A0.001%
8/17/2023 Vicus Capital17,901$454K0.0%-2.3%0.007%
8/17/2023Coppell Advisory Solutions LLC56,992$1.44M0.4%-9.6%0.022%
8/15/2023Horizon Investments LLC408,032$10.35M0.3%+20.0%0.155%
8/15/2023Cahill Financial Advisors Inc.78,576$1.99M0.3%+30.1%0.030%
8/14/2023United Capital Financial Advisers LLC481,410$12.21M0.1%-0.2%0.183%
8/14/2023Certified Advisory Corp168,130$4.27M0.8%+29.9%0.064%
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8/10/2023AMJ Financial Wealth Management8,794$223K0.1%N/A0.003%
8/10/2023IAG Wealth Partners LLC91,107$2.31M0.6%+21.3%0.035%
8/8/2023Winch Advisory Services LLC28,623$726K0.3%+3.1%0.011%
8/7/2023SlateStone Wealth LLC10,000$254K0.0%N/A0.004%
8/7/2023Pinnacle Wealth Planning Services Inc.488,601$12.40M2.0%+6.5%0.185%
8/4/2023Parallel Advisors LLC16,589$421K0.0%-4.1%0.006%
8/4/2023Towercrest Capital Management357,790$9.08M1.7%+0.2%0.136%
8/3/2023Eldridge Investment Advisors Inc.318,372$8.08M2.6%-9.2%0.121%
8/1/2023USAdvisors Wealth Management LLC304,960$7.70M3.6%+1.7%0.116%
7/31/2023WealthPLAN Partners LLC564,613$14.32M2.0%+4.7%0.215%
(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, 126 institutional investors and hedge funds held shares of SPDR Portfolio Aggregate Bond ETF. The most heavily invested institutionals were Rational Advisors LLC ($120.53M), Wealth Enhancement Advisory Services LLC ($99.36M), Syon Capital LLC ($89.00M), Assetmark Inc. ($52.60M), Girard Partners LTD. ($36.56M), Baird Financial Group Inc. ($31.69M), and Money Design Co. Ltd. ($31.23M).Learn more on SPAB's institutional investors.

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

Of the 108 institutional investors that purchased SPDR Portfolio Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Syon Capital LLC ($6.74M), Rational Advisors LLC ($5.84M), Baird Financial Group Inc. ($1.20M), Toronto Dominion Bank ($1.19M), Heartwood Wealth Advisors LLC ($955.65K), IHT Wealth Management LLC ($875.81K), and Gateway Wealth Partners LLC ($855.62K).

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

Institutional investors have bought a total of 28,201,838 shares in the last 24 months. This purchase volume represents approximately $737.83M in transactions.

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

Of the 66 institutional investors that sold SPDR Portfolio Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rational Advisors LLC ($1.05M), Bay Harbor Wealth Management LLC ($661.05K), Weitzel Financial Services Inc. ($445.28K), Integrated Wealth Concepts LLC ($431.59K), PFS Investments Inc. ($346.59K), Toronto Dominion Bank ($337K), and Wealth Enhancement Advisory Services LLC ($296.58K).

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

Institutional investors have sold a total of 6,549,894 shares in the last 24 months. This volume of shares sold represents approximately $166.87M in transactions.


This page (NYSEARCA:SPAB) was last updated on 4/25/2024 by MarketBeat.com Staff

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