Free Trial
→ This Signal Only Flashes Once Every 4 Years – And It Just Triggered (From Crypto Swap Profits) (Ad) Free SPAB Stock Alerts

SPDR Portfolio Aggregate Bond ETF (SPAB) Institutional Ownership

SPDR Portfolio Aggregate Bond ETF logo
$25.31 -0.10 (-0.39%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$176.79M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$113.83M
Get SPAB Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Portfolio Aggregate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SPAB Institutional Buying and Selling by Quarter

SPDR Portfolio Aggregate Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Trinity Wealth Management LLC1,223,344$31.32M12.4%+10.0%0.354%
7/11/2025Farther Finance Advisors LLC24,879$637K0.0%-54.7%0.007%
7/11/2025International Private Wealth Advisors LLC84,564$2.17M1.9%+31.2%0.024%
7/10/2025 Stewardship Advisors LLC573,602$14.68M3.7%+0.4%0.166%
7/10/2025 Global Financial Private Client LLC8,945$229K0.1%+1,447.6%0.003%
7/10/2025 HF Advisory Group LLC51,728$1.32M0.5%-5.1%0.015%
7/10/2025 Wealth Enhancement Advisory Services LLC3,629,531$92.23M0.2%-3.5%1.050%
7/10/2025 Sharkey Howes & Javer136,392$3.49M0.5%+443.9%0.039%
7/10/2025 Focus Financial Network Inc.28,317$725K0.0%N/A0.008%
7/10/2025 Signal Advisors Wealth LLC69,672$1.78M0.1%+718.4%0.020%
7/10/2025 Sovran Advisors LLC17,343$439K0.0%-68.8%0.005%
7/9/2025 Breakwater Investment Management62,739$1.61M0.6%-39.8%0.018%
7/9/2025 Goelzer Investment Management Inc.7,918$203K0.0%N/A0.002%
7/9/2025 Fermata Advisors LLC84,214$2.16M0.6%-3.5%0.024%
7/9/2025 Keystone Wealth Services LLC38,340$982K0.2%-9.2%0.011%
7/9/2025 Balefire LLC345,144$8.84M1.9%+4.6%0.100%
7/9/2025 Burt Wealth Advisors289,174$7.40M1.7%-1.0%0.084%
7/8/2025 Melone Private Wealth LLC211,286$5.39M2.8%-0.8%0.061%
7/8/2025 Richard P Slaughter Associates Inc83,278$2.13M0.4%-2.3%0.024%
7/8/2025 Paladin Wealth LLC26,733$684K0.5%-7.5%0.008%
7/8/2025 NBC Securities Inc.237,344$6.08M0.5%+241.8%0.069%
7/8/2025 Apella Capital LLC837,816$21.21M0.6%+64.2%0.243%
7/8/2025 Heartwood Wealth Advisors LLC14,704$376K0.0%-4.2%0.004%
7/8/2025 Gradient Investments LLC3,897,587$99.78M1.8%-4.2%1.130%
7/8/2025 Parallel Advisors LLC205,323$5.26M0.1%+15.6%0.060%
7/7/2025 Peak Financial Advisors LLC9,298$238K0.1%N/A0.003%
7/3/2025 TrueWealth Advisors LLC107,710$2.76M0.8%-8.5%0.031%
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%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
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%
4/21/2025 Heartwood 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%
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%
4/9/2025 NBC Securities Inc.69,440$1.77M0.2%+115,633.3%0.021%
4/8/2025 Parallel 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%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
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%
2/10/2025 Parallel Advisors LLC199,173$4.98M0.1%+22.6%0.063%
(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, 131 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), Gradient Investments LLC ($99.78M), Wealth Enhancement Advisory Services LLC ($92.23M), Syon Capital LLC ($90.10M), JPMorgan Chase & Co. ($62.98M), Great Lakes Retirement Inc. ($52.67M), and NewEdge Advisors LLC ($45.21M).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 101 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 6,936,875 shares in the last 24 months. This purchase volume represents approximately $176.79M in transactions.

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

Of the 59 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 ($903.48K), 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 4,497,932 shares in the last 24 months. This volume of shares sold represents approximately $113.83M in transactions.


Related Companies

This page (NYSEARCA:SPAB) was last updated on 7/11/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
Hedge fund legend humiliates Bitcoin traders
Larry Benedict made $274 million trading on Wall Street… Barron’s ranked his hedge fund in the top 1% world...
Brownstone Research | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored