Free Trial
Claim MarketBeat All Access New Year Sale New Year's Sale Claim Sale

SPDR Portfolio Aggregate Bond ETF (SPAB) Institutional Ownership

SPDR Portfolio Aggregate Bond ETF logo
$25.04 +0.09 (+0.36%)
(As of 12/30/2024 05:17 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$321.77M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$28.64M
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
12/26/2024JPMorgan Chase & Co.2,808,168$73.41M0.0%+39.0%0.886%
11/18/2024Virtue Capital Management LLC21,770$569K0.1%+2.2%0.007%
11/15/2024Redwood Investment Management LLC67,133$1.75M0.2%-10.7%0.021%
11/15/2024IHT Wealth Management LLC1,080,829$28.25M0.8%+33.7%0.341%
11/15/2024Integrated Wealth Concepts LLC323,173$8.45M0.1%+0.4%0.102%
11/14/2024Flow Traders U.S. LLC24,954$652K0.0%+75.3%0.008%
11/14/2024Captrust Financial Advisors256,935$6.72M0.0%+6.5%0.081%
11/13/2024BNP Paribas Financial Markets1,008,603$26.37M0.0%+70.8%0.318%
11/13/2024Private Trust Co. NA35,075$917K0.1%-31.8%0.011%
11/13/2024Alliance Wealth Management Group309,227$8.08M2.1%+0.7%0.098%
11/12/2024Cahill Financial Advisors Inc.111,095$2.90M0.4%-0.9%0.035%
11/12/2024Towercrest Capital Management355,171$9.28M1.5%-7.2%0.112%
11/8/2024Avior Wealth Management LLC176,022$4.60M0.2%-2.5%0.056%
11/7/2024Tidemark LLC46,414$1.21M0.5%-6.0%0.015%
11/6/2024Natixis Advisors LLC41,262$1.08M0.0%+3.6%0.013%
11/6/2024NYL Investors LLC129,000$3.37M0.2%-1.0%0.041%
11/5/2024Lynx Investment Advisory49,711$1.30M0.9%+31.1%0.016%
10/31/2024Weitzel Financial Services Inc.519,986$13.62M6.4%+2.3%0.164%
10/30/2024Crestwood Advisors Group LLC235,695$6.16M0.1%-2.9%0.074%
10/29/2024IAG Wealth Partners LLC156,148$4.08M0.8%+9.3%0.049%
10/29/2024Janney Montgomery Scott LLC794,010$20.76M0.1%-3.6%0.250%
10/29/2024Farther Finance Advisors LLC29,152$762K0.0%+1,411.2%0.009%
10/28/2024Rosenberg Matthew Hamilton8,869$232K0.1%-6.8%0.003%
10/24/2024Richardson Financial Services Inc.27,689$696K0.4%+6.2%0.009%
10/23/2024Bull Oak Capital LLC649,422$16.98M9.8%+56.3%0.205%
10/23/2024PSI Advisors LLC2,000$52K0.0%-33.6%0.001%
10/23/2024Great Lakes Retirement Inc.2,014,851$52.67M6.8%+2.5%0.636%
10/21/2024Winch Advisory Services LLC59,096$1.55M0.4%+4.2%0.019%
10/21/2024AIFG Consultants Ltd.518,946$13.57M10.3%+0.1%0.164%
10/16/2024Tsfg LLC429,954$11.24M2.5%+2.9%0.136%
10/15/2024Zhang Financial LLC202,117$5.28M0.3%+16.7%0.064%
10/15/2024NBC Securities Inc.60,907$1.59M0.1%-13.3%0.019%
10/10/2024Concourse Financial Group Securities Inc.1,217$32K0.0%-31.5%0.000%
10/9/2024Money Design Co. Ltd.1,181,832$30.89M1.5%+2.4%0.373%
10/8/2024Heartwood Wealth Advisors LLC916,564$23.96M2.7%+1.0%0.289%
10/1/2024Appleton 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%
8/12/2024Richardson Financial Services Inc.26,079$654K0.5%-4.1%0.008%
Nvidia’s Bold Move: Tackling Tech’s $1 Trillion Crisis (Ad)

Taiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as 4,744%. Now, if you’re like everybody else, you want to know what Nvidia’s doing next … and who they’re going to partner with …

Find out details on these three critical Nvidia partners immediately.
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%
8/6/2024Weitzel 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%
8/1/2024Crestwood Advisors Group LLC242,756$6.09M0.1%-3.2%0.077%
7/29/2024AIFG Consultants Ltd.518,536$13.01M9.7%-4.4%0.164%
7/26/2024Cambridge 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%
7/23/20241620 Investment Advisors Inc.1,163$29K0.0%N/A0.000%
7/20/2024Zhang Financial LLC173,218$4.35M0.3%+4.1%0.055%
7/18/2024Bull Oak Capital LLC415,381$10.42M6.7%-21.4%0.131%
7/17/2024AdvisorNet Financial Inc24,599$617K0.1%-2.4%0.008%
7/17/2024IAG Wealth Partners LLC142,813$3.58M0.7%+19.0%0.045%
7/16/2024Tsfg LLC417,849$10.48M2.5%+22.5%0.132%
7/16/2024GPS Wealth Strategies Group LLC4,022$101K0.0%-49.6%0.001%
7/12/2024Gleason Group Inc.6,037$151K0.0%N/A0.002%
7/10/2024NBC Securities Inc.70,270$1.76M0.2%+49.8%0.022%
7/9/2024Kingswood Wealth Advisors LLC11,540$290K0.0%-16.3%0.004%
7/9/2024Lynx Investment Advisory37,927$952K0.7%N/A0.012%
7/2/2024Appleton 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%
5/4/2024Richardson 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%
5/1/2024Janney 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%
4/25/2024IAG Wealth Partners LLC119,997$3.03M0.7%+4.7%0.038%
4/25/2024Cambridge 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%
4/24/2024PSI Advisors LLC3,010$76K0.0%+50.5%0.001%
4/24/2024Zhang Financial LLC166,365$4.21M0.3%+106.8%0.053%
4/16/2024Tsfg LLC341,151$8.62M2.2%+2,254.1%0.108%
4/15/2024Sunbelt Securities Inc.9,005$228K0.0%-6.3%0.003%
4/15/2024Kingswood Wealth Advisors LLC13,790$349K0.0%N/A0.004%
4/12/2024AdvisorNet Financial Inc25,211$637K0.1%+3.5%0.010%
4/11/2024Bull Oak Capital LLC528,340$13.36M8.9%+172.2%0.201%
4/10/2024Weitzel Financial Services Inc.502,183$12.57M6.3%+25.4%0.191%
4/5/2024NBC Securities Inc.46,919$1.19M0.1%-23.5%0.018%
4/2/2024Heartwood Wealth Advisors LLC891,977$22.55M2.8%+8.2%0.339%
4/1/2024Appleton 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%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
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%
(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, 113 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), JPMorgan Chase & Co. ($73.41M), Great Lakes Retirement Inc. ($52.67M), and Assetmark Inc. ($52.60M).Learn more on SPAB's institutional investors.

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

Of the 93 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), Heartwood Wealth Advisors LLC ($901.19K), Gateway Wealth Partners LLC ($855.62K), Toronto Dominion Bank ($850K), Bank of New York Mellon Corp ($838.43K), JPMorgan Chase & Co. ($788.24K), and BNP Paribas Financial Markets ($742.41K).

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

Institutional investors have bought a total of 18,280,891 shares in the last 24 months. This purchase volume represents approximately $465.46M in transactions.

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

Of the 56 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: Toronto Dominion Bank ($587K), Integrated Wealth Concepts LLC ($429.73K), Rational Advisors LLC ($351.57K), Wealth Enhancement Advisory Services LLC ($296.58K), Assetmark Inc. ($285.84K), Janney Montgomery Scott LLC ($200.55K), and Arete Wealth Advisors LLC ($188.95K).

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

Institutional investors have sold a total of 3,806,221 shares in the last 24 months. This volume of shares sold represents approximately $95.69M in transactions.


Related Companies

This page (NYSEARCA:SPAB) was last updated on 12/31/2024 by MarketBeat.com Staff
From Our Partners
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Did You See Trump’s Bombshell Exec. Order 001?
Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."
Banyan Hill Publishing | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Last time you’ll see this priced at $1.00
When was the last time you bought something for a buck? I don’t even think you can buy anything at McDonalds f...
StocksToTrade | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
⭕ [URGENT] Buy Alert just triggered
My absolute favorite stock just hit a critical "buy now" trigger price.
Behind the Markets | Sponsored
Elon Musk’s chilling warning for humanity
The 'invasion' I've discovered has nothing to do with the border crisis. What's happening at our southern bord...
The Freeport Society | Sponsored