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SPDR Portfolio Aggregate Bond ETF (SPAB) Institutional Ownership

SPDR Portfolio Aggregate Bond ETF logo
$25.32
+0.11 (+0.44%)
(As of 11/4/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$285.34M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$39.04M
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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
10/31/2024 Weitzel Financial Services Inc.519,986$13.62M6.4%+2.3%0.164%
10/30/2024 Crestwood Advisors Group LLC235,695$6.16M0.1%-2.9%0.074%
10/29/2024 IAG Wealth Partners LLC156,148$4.08M0.8%+9.3%0.049%
10/29/2024 Janney Montgomery Scott LLC794,010$20.76M0.1%-3.6%0.250%
10/29/2024 Farther Finance Advisors LLC29,152$762K0.0%+1,411.2%0.009%
10/28/2024 Rosenberg Matthew Hamilton8,869$232K0.1%-6.8%0.003%
10/24/2024 Richardson Financial Services Inc.27,689$696K0.4%+6.2%0.009%
10/23/2024 Bull Oak Capital LLC649,422$16.98M9.8%+56.3%0.205%
10/23/2024 PSI Advisors LLC2,000$52K0.0%-33.6%0.001%
10/23/2024 Great Lakes Retirement Inc.2,014,851$52.67M6.8%+2.5%0.636%
10/21/2024 Winch Advisory Services LLC59,096$1.55M0.4%+4.2%0.019%
10/21/2024 AIFG Consultants Ltd.518,946$13.57M10.3%+0.1%0.164%
10/16/2024 Tsfg LLC429,954$11.24M2.5%+2.9%0.136%
10/15/2024 Zhang Financial LLC202,117$5.28M0.3%+16.7%0.064%
10/15/2024 NBC Securities Inc.60,907$1.59M0.1%-13.3%0.019%
10/10/2024 Concourse Financial Group Securities Inc.1,217$32K0.0%-31.5%0.000%
10/9/2024 Money Design Co. Ltd.1,181,832$30.89M1.5%+2.4%0.373%
10/8/2024 Heartwood Wealth Advisors LLC916,564$23.96M2.7%+1.0%0.289%
10/1/2024 Appleton Partners Inc. MA258,178$6.75M0.5%+4.0%0.081%
8/28/2024RiverFront Investment Group LLC7,215,784$181.04M4.8%-0.9%2.276%
8/15/2024Toronto Dominion Bank500,000$12.55M0.0%-41.2%0.158%
8/14/2024Certified Advisory Corp203,174$5.10M0.6%+3.1%0.064%
8/12/2024 Richardson Financial Services Inc.26,079$654K0.5%-4.1%0.008%
8/12/2024Waterloo Capital L.P.22,585$567K0.1%+66.9%0.007%
8/8/2024Parallel Advisors LLC163,152$4.09M0.1%+6.6%0.051%
8/7/2024Cahill Financial Advisors Inc.112,087$2.81M0.4%+5.0%0.035%
8/6/2024Towercrest Capital Management382,848$9.61M1.6%+1.1%0.121%
8/6/2024 Weitzel Financial Services Inc.508,498$12.64M6.3%+1.3%0.160%
8/1/2024Eldridge Investment Advisors Inc.340,356$8.54M2.2%-6.6%0.107%
8/1/2024 Crestwood Advisors Group LLC242,756$6.09M0.1%-3.2%0.077%
7/29/2024 AIFG Consultants Ltd.518,536$13.01M9.7%-4.4%0.164%
7/26/2024 Cambridge Investment Research Advisors Inc.699,123$17.54M0.1%+1.8%0.221%
7/26/2024Bank of New York Mellon Corp818,226$20.53M0.0%+7.1%0.258%
7/23/2024 1620 Investment Advisors Inc.1,163$29K0.0%N/A0.000%
7/20/2024 Zhang Financial LLC173,218$4.35M0.3%+4.1%0.055%
7/18/2024 Bull Oak Capital LLC415,381$10.42M6.7%-21.4%0.131%
7/17/2024 AdvisorNet Financial Inc24,599$617K0.1%-2.4%0.008%
7/17/2024 IAG Wealth Partners LLC142,813$3.58M0.7%+19.0%0.045%
7/16/2024 Tsfg LLC417,849$10.48M2.5%+22.5%0.132%
7/16/2024 GPS Wealth Strategies Group LLC4,022$101K0.0%-49.6%0.001%
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7/12/2024 Gleason Group Inc.6,037$151K0.0%N/A0.002%
7/10/2024 NBC Securities Inc.70,270$1.76M0.2%+49.8%0.022%
7/9/2024 Kingswood Wealth Advisors LLC11,540$290K0.0%-16.3%0.004%
7/9/2024Lynx Investment Advisory37,927$952K0.7%N/A0.012%
7/2/2024 Appleton Partners Inc. MA248,351$6.23M0.5%+4.0%0.078%
5/17/2024Comerica Bank83,473$2.11M0.0%-42.2%0.026%
5/16/2024Redwood Investment Management LLC57,062$1.44M0.1%-44.6%0.018%
5/14/2024Toronto Dominion Bank850,000$21.49M0.0%N/A0.268%
5/11/2024NYL Investors LLC130,300$3.29M0.1%+9.4%0.041%
5/10/2024Pinnacle Wealth Planning Services Inc.574,798$14.53M2.1%+4.3%0.181%
5/10/2024Towercrest Capital Management378,576$9.57M1.6%+1.5%0.119%
5/8/2024AMJ Financial Wealth Management11,768$297K0.1%+20.7%0.004%
5/4/2024 Richardson Financial Services Inc.27,180$680K0.5%-10.9%0.009%
5/2/2024USAdvisors Wealth Management LLC160,674$4.07M1.5%+16.3%0.051%
5/1/2024 Janney Montgomery Scott LLC863,949$21.84M0.1%-3.1%0.273%
5/1/2024BNP Paribas Financial Markets324,300$8.20M0.0%N/A0.102%
4/26/2024SlateStone Wealth LLC11,722$296K0.0%-6.9%0.004%
4/25/2024 IAG Wealth Partners LLC119,997$3.03M0.7%+4.7%0.038%
4/25/2024 Cambridge Investment Research Advisors Inc.686,552$17.36M0.1%+6.5%0.218%
4/24/2024Private Trust Co. NA69,818$1.77M0.2%+11.9%0.022%
4/24/2024 PSI Advisors LLC3,010$76K0.0%+50.5%0.001%
4/24/2024 Zhang Financial LLC166,365$4.21M0.3%+106.8%0.053%
4/16/2024 Tsfg LLC341,151$8.62M2.2%+2,254.1%0.108%
4/15/2024Sunbelt 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%
3/4/2024 Richardson 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%
2/9/2024 Cambridge 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%
2/8/2024 Janney 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%
2/7/2024Strategic 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%
2/2/2024 IAG 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%
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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%
1/31/2024 Zhang Financial LLC80,454$2.06M0.2%N/A0.031%
1/29/2024 Crestwood Advisors Group LLC281,597$7.22M0.2%N/A0.107%
1/29/2024 ORG Partners LLC1,791$46K0.0%+116.8%0.001%
1/29/2024Tennessee Valley Asset Management Partners253,507$6.50M1.7%+13.4%0.096%
1/29/2024 Money 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%
1/24/2024Private Trust Co. NA62,416$1.60M0.2%-25.8%0.024%
(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, 112 institutional investors and hedge funds held shares of SPDR Portfolio Aggregate Bond ETF. The most heavily invested institutionals were RiverFront Investment Group LLC ($181.04M), Rational Advisors LLC ($120.53M), Wealth Enhancement Advisory Services LLC ($99.36M), Syon Capital LLC ($89.00M), Great Lakes Retirement Inc. ($52.67M), Assetmark Inc. ($52.60M), and Girard Partners LTD. ($36.56M).Learn more on SPAB's institutional investors.

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

Of the 92 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), Toronto Dominion Bank ($1.45M), Heartwood Wealth Advisors LLC ($901.19K), Gateway Wealth Partners LLC ($855.62K), Bank of New York Mellon Corp ($838.43K), OLD Mission Capital LLC ($601.93K), 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 17,651,842 shares in the last 24 months. This purchase volume represents approximately $447.96M in transactions.

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

Of the 59 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 ($641.55K), Toronto Dominion Bank ($587K), Integrated Wealth Concepts LLC ($429.73K), Wealth Enhancement Advisory Services LLC ($296.58K), Assetmark Inc. ($285.84K), Janney Montgomery Scott LLC ($200.55K), and United Capital Financial Advisers LLC ($199.88K).

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

Institutional investors have sold a total of 4,502,285 shares in the last 24 months. This volume of shares sold represents approximately $112.98M in transactions.



This page (NYSEARCA:SPAB) was last updated on 11/5/2024 by MarketBeat.com Staff
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