SPDR Portfolio Aggregate Bond ETF (SPAB) Institutional Ownership

$25.06
-0.04 (-0.16%)
(As of 05/16/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$310.01M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$33.52M
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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
5/16/2024Redwood Investment Management LLC57,062$1.44M0.1%-44.6%0.018%
5/14/2024 Toronto Dominion Bank850,000$21.49M0.0%N/A0.268%
5/11/2024 NYL Investors LLC130,300$3.29M0.1%+9.4%0.041%
5/10/2024 Pinnacle Wealth Planning Services Inc.574,798$14.53M2.1%+4.3%0.181%
5/10/2024 Towercrest Capital Management378,576$9.57M1.6%+1.5%0.119%
5/8/2024 AMJ 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%
5/2/2024 USAdvisors 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%
5/1/2024 BNP Paribas Financial Markets324,300$8.20M0.0%N/A0.102%
4/26/2024 SlateStone 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%
4/24/2024 Private 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%
4/15/2024 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%
3/4/2024 Richardson Financial Services Inc.30,505$782K0.7%N/A0.012%
2/26/2024 Syon Capital LLC3,470,955$89.00M7.7%+1,579.5%1.318%
2/14/2024 Waterloo Capital L.P.20,880$535K0.1%+16.6%0.008%
2/13/2024 Jones Financial Companies Lllp196,282$5.03M0.0%+12.0%0.075%
2/12/2024 NYL Investors LLC119,100$3.05M0.1%-3.2%0.045%
2/12/2024 Parallel 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%
2/9/2024 Tidemark LLC519,999$13.33M8.3%N/A0.197%
2/9/2024 Certified Advisory Corp192,544$4.94M0.7%-4.7%0.073%
2/8/2024 Towercrest 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%
2/8/2024 Pinnacle 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%
2/7/2024 Valley Wealth Managers Inc.9,677$248K0.0%-16.7%0.004%
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2/6/2024 Eldridge Investment Advisors Inc.455,296$11.67M3.1%+67.2%0.173%
2/6/2024 Natixis 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%
2/2/2024 Syon Capital LLC3,470,955$89.00M6.4%+1,579.5%1.318%
2/2/2024 Compass 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%
1/29/2024 Tennessee 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%
1/24/2024 Prime Capital Investment Advisors LLC7,860$202K0.0%N/A0.003%
1/24/2024 Private 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%
1/18/2024 Winch Advisory Services LLC32,709$839K0.3%+7.5%0.012%
1/17/2024 IFG 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%
1/11/2024 Whittier 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%
11/15/2023 Integrated Wealth Concepts LLC96,099$2.34M0.0%-81.7%0.036%
11/15/2023 Baker Avenue Asset Management LP17,791$433K0.0%-50.3%0.007%
11/15/2023 KPP Advisory Services LLC8,436$205K0.1%N/A0.003%
11/14/2023 Towercrest Capital Management380,462$9.26M1.8%+6.3%0.144%
11/13/2023 Certified Advisory Corp202,117$4.92M0.6%+20.2%0.077%
11/13/2023 NYL Investors LLC123,100$3.00M0.1%+0.7%0.047%
11/13/2023 AMJ Financial Wealth Management9,476$231K0.1%+7.8%0.004%
11/9/2023 USAdvisors Wealth Management LLC315,003$7.67M3.1%+3.3%0.120%
11/9/2023 Valley Wealth Managers Inc.11,617$283K0.0%N/A0.004%
11/8/2023 Janney Montgomery Scott LLC916,989$22.32M0.1%+2.7%0.348%
11/8/2023 Pinnacle Wealth Planning Services Inc.512,209$12.47M2.0%+4.8%0.194%
11/6/2023 Winch Advisory Services LLC30,440$741K0.3%+6.3%0.012%
11/6/2023 Eldridge 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%
11/4/2023 Syon Capital LLC206,667$5.03M0.6%N/A0.078%
11/2/2023 Girard 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%
10/30/2023 Money Design Co. Ltd.1,198,841$29.18M1.8%-0.2%0.455%
10/26/2023 GPS Wealth Strategies Group LLC8,354$203K0.0%-6.6%0.003%
10/25/2023 Concourse Financial Group Securities Inc.1,868$45K0.0%+58.0%0.001%
10/25/2023 OLD Second National Bank of Aurora3,325$81K0.0%+35.8%0.001%
10/24/2023 Bank of New York Mellon Corp784,000$19.08M0.0%N/A0.298%
10/24/2023 IAG Wealth Partners LLC92,124$2.24M0.6%+1.1%0.035%
10/24/2023 Cambridge 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%
10/23/2023 Scissortail Wealth Management LLC55,352$1.32M1.0%N/A0.021%
10/18/2023 Private 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%
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10/12/2023 SlateStone Wealth LLC12,891$314K0.0%+28.9%0.005%
10/11/2023 Rosenberg Matthew Hamilton10,583$258K0.1%-39.3%0.004%
10/10/2023 Householder 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%
8/15/2023 Horizon Investments LLC408,032$10.35M0.3%+20.0%0.155%
(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 106 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), Baird Financial Group Inc. ($1.20M), Heartwood Wealth Advisors LLC ($891.98K), Gateway Wealth Partners LLC ($855.62K), Bank of New York Mellon Corp ($784K), and Bay Harbor Wealth Management LLC ($711.19K).

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

Institutional investors have bought a total of 21,798,734 shares in the last 24 months. This purchase volume represents approximately $556.66M in transactions.

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

Of the 65 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 ($429.73K), 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 6,284,860 shares in the last 24 months. This volume of shares sold represents approximately $159.31M in transactions.


This page (NYSEARCA:SPAB) was last updated on 5/17/2024 by MarketBeat.com Staff

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