SS SPDR P Agg Bond ETFSPABETF

13F holders, Q2 2026 (June 30)
542holders −7
36new positions
37sold out
1famous investor
$25.08avg. 13F price*

At the end of Q2 2026, 542 institutions reported holding SS SPDR P Agg Bond ETF (SPAB) in their 13F filings, down 7 from Q1 2026. 36 opened new positions and 37 sold out. The largest holders were LPL Financial LLC ($646.4M), State Street Corp. ($370.7M) and Cerity Partners LLC ($367.6M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
SS SPDR P Agg Bond ETF
Filed as
SPDR SERIES TRUST (Q2 2026)
CUSIP
78464A649
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 437Q1 2024Q2 2024: 455Q2 2024Q3 2024: 462Q3 2024Q4 2024: 500Q4 2024Q1 2025: 510Q1 2025Q2 2025: 506Q2 2025Q3 2025: 489Q3 2025Q4 2025: 529Q4 2025Q1 2026: 549Q1 2026Q2 2026: 542Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions36$70.0M
Exits37$27.9M

All 13F filers, Q1 2026 → Q2 2026: 22,662,122 shares bought and 16,587,821 shares sold, net +6,074,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 542 holders

LPL Financial LLC 0.15% Add +2.5% 25,330,337 $646.4M
State Street Corp. 0.01% Reduce -7.9% 14,524,976 $370.7M
Cerity Partners LLC 0.45% Add +13.4% 14,403,756 $367.6M
Envestnet Asset Management Inc. 0.06% Add +0.7% 9,857,952 $251.6M
Cliftonlarsonallen Wealth Advisors, LLC 3.28% Add +4.9% 9,787,519 $249.8M
Exchange Traded Concepts, LLC 1.23% Add +35.9% 9,727,132 $248.2M
RiverFront Investment Group, LLC 2.63% Add +0.3% 7,808,136 $199.3M
Bank of America Corp. 0.01% Add +22.0% 7,130,294 $182.0M
Tidal Investments LLC 0.35% Reduce -6.0% 5,605,943 $142.6M
Horizon Investments, LLC 1.44% Add +35.7% 9,729,670 $131.6M
Osaic Holdings, Inc. 0.14% Add +4.8% 4,558,553 $116.3M
Tobias Financial Advisors, Inc. 14.35% Add +6.0% 4,428,126 $113.0M
Baker Avenue Asset Management, LP 1.71% Add +4.2% 3,528,562 $90.0M
Wealthcare Advisory Partners LLC 1.55% Add +6.3% 3,206,173 $81.8M
Raymond James Financial Inc. 0.02% Add +6.5% 2,933,787 $74.9M
Kingsview Wealth Management, LLC 0.86% Add +2.5% 2,763,710 $70.5M
Morgan Stanley 0.00% Add +5.5% 2,688,668 $68.6M
AlphaStar Capital Management, LLC 4.32% Add +50.4% 2,660,661 $67.9M
Wealth Enhancement Advisory Services, LLC 0.11% Reduce -1.4% 2,636,743 $66.7M
JPMorgan Chase & Co. 0.00% Add +5.1% 2,585,412 $66.3M
Cornerstone Advisors Asset Management, LLC 8.46% Add +50.8% 2,534,062 $64.7M
Great Lakes Retirement, Inc. 5.49% Add +2.8% 2,424,802 $61.9M
Stratos Investment Management, LLC 2.19% Add +4.4% 2,369,899 $60.5M
UNIVEST FINANCIAL Corp 2.94% Reduce -2.7% 2,350,569 $60.0M
Gradient Investments LLC 0.82% Reduce -36.8% 2,336,644 $59.6M
MAI Capital Management 0.22% Add +7.9% 2,226,732 $56.8M
Apella Capital, LLC 0.80% Add +23.1% 2,223,605 $56.3M
N.E.W. Advisory Services LLC 3.76% Add +4.5% 2,205,265 $56.3M
Financial Strategies Group, Inc. 8.49% Add +7.9% 2,113,953 $53.3M
Equitable Holdings, Inc. 0.31% Add +19.6% 2,060,940 $52.6M
Wealthspire Advisors, LLC 0.29% New 2,058,853 $52.5M
Banco Santander, S.A. 0.28% Add +73.7% 1,773,218 $45.3M
NewEdge Advisors, LLC 0.13% Reduce -1.7% 1,667,791 $42.6M
Cetera Investment Advisers 0.04% Add +1.6% 1,644,992 $42.0M
Great Valley Advisor Group, Inc. 0.66% Add +8.8% 1,634,324 $41.7M
Vestmark Advisory Solutions, Inc. 0.39% Reduce -12.6% 1,626,601 $41.5M
Sanctuary Advisors, LLC 0.18% Add +9.0% 1,533,755 $39.1M
Arrien Investments, Inc. 18.42% Add +5.0% 1,431,245 $36.5M
Wealth Management Nebraska 3.23% Add +0.0% 1,420,593 $36.3M
Lodestar Private Asset Management LLC 3.11% Add +6.7% 1,410,335 $36.0M
Stadion Money Management, LLC 3.03% Add +1.3% 1,382,116 $35.2M
Choreo, LLC 0.39% Reduce -1.9% 1,375,441 $35.1M
Arete Wealth Advisors, LLC 2.27% Add +0.0% 1,347,217 $34.4M
Reston Wealth Management LLC 9.26% Add +6.6% 1,346,522 $34.4M
Truefg, LLC 7.76% Add +4.8% 1,301,815 $33.2M
Trinity Wealth Management, LLC 10.18% Reduce -7.3% 1,257,417 $32.1M
Retiremitten Financial LLC 13.48% Add +9.7% 1,252,023 $32.0M
Creative Planning 0.02% Reduce -1.2% 1,251,760 $31.9M
Private Advisor Group, LLC 0.15% Add +6.5% 1,250,683 $31.9M
Waverly Advisors, LLC 0.18% Add +1.6% 1,199,257 $30.6M
Syon Capital LLC 1.33% Reduce -2.7% 1,190,864 $30.4M
Leading Edge Financial Planning LLC 5.33% Add +11.3% 1,173,898 $30.0M
Cutler Investment Counsel LLC 2.79% Add +3.8% 1,160,764 $29.6M
Royal Bank of Canada 0.01% Reduce -0.0% 1,158,290 $29.6M
Janney Montgomery Scott LLC 0.05% Add +5.5% 1,065,592 $27.2M
Rockefeller Capital Management L.P. 0.04% Add +3.1% 1,062,315 $27.1M
Clear Creek Financial Management, LLC 1.74% Add +11.5% 1,059,916 $27.0M
Jones Financial Companies LLLP 0.01% Add +6.9% 1,051,869 $26.9M
OneDigital Investment Advisors LLC 0.23% Add +4.3% 1,044,516 $26.7M
Pinnacle Wealth Planning Services, Inc. 2.54% Add +8.9% 1,042,937 $26.6M
Cambridge Investment Research Advisors, Inc. 0.06% Add +8.3% 1,020,207 $26.0M
Convergence Financial, LLC 2.03% Reduce -64.5% 999,682 $25.5M
WealthPlan Investment Management, LLC 1.26% Add +4.4% 990,074 $25.3M
Waller Financial Planning Group, Inc. 5.05% Reduce -0.5% 960,721 $24.5M
Advisory Alpha, LLC 0.60% Add +2.3% 955,598 $24.4M
Mueller Wealth, LLC 16.37% Add +10.7% 942,299 $24.0M
MML Investors Services, LLC 0.04% Add +8.9% 852,558 $21.8M
Virtue Capital Management, LLC 2.90% Reduce -30.8% 852,250 $21.7M
Assetmark, Inc. 0.04% Reduce -40.0% 836,300 $21.3M
Moneta Group Investment Advisors LLC 0.16% Reduce -2.5% 828,897 $21.2M
AQR Capital Management 0.01% Add +11.7% 821,148 $21.0M
Aspire Private Capital, LLC 4.16% Reduce -15.1% 788,694 $20.1M
IHT Wealth Management, LLC 0.41% Reduce -0.3% 746,702 $19.1M
Tsfg, LLC 2.40% Add +77.7% 745,412 $19.0M
Weitzel Financial Services, Inc. 6.42% Add +4.5% 743,151 $18.9M
Elevation Point Wealth Partners, LLC 0.34% Reduce -23.9% 728,177 $18.6M
Stewardship Advisors, LLC 3.85% Add +69.9% 725,561 $18.5M
Kagan Cocozza Asset Management 11.24% Add +0.4% 702,691 $17.9M
Tennessee Valley Asset Management Partners 1.95% Add +7.4% 693,653 $17.7M
Capital Investment Management, Inc. 5.27% Add +0.2% 673,977 $17.2M
Wells Fargo & Company 0.00% Add +1.2% 661,720 $16.9M
Money Concepts Capital Corp. 0.77% Reduce -14.2% 652,734 $16.7M
Nicolet Bankshares Inc. 0.52% Add +0.7% 637,416 $16.3M
Gateway Wealth Partners, LLC 0.95% Reduce -43.7% 623,869 $15.9M
SigFig Wealth Management, LLC 0.42% Add +8.7% 620,079 $15.9M
Park Avenue Securities LLC 0.10% Add +1.2% 616,806 $15.7M
Stifel Financial Corp. 0.01% Add +0.8% 572,792 $14.6M
Savant Capital, LLC 0.04% Add +95.5% 568,363 $14.5M
Beacon Pointe Advisors, LLC 0.07% Reduce -2.7% 560,061 $14.3M
Cornerstone Wealth Management, LLC 0.61% Add +23.1% 557,829 $14.2M
Cyr Financial Inc. 7.33% Add +8.1% 551,730 $14.1M
Simplicity Wealth,LLC 0.47% Add +2.8% 546,014 $13.9M
Advisory Resource Group 2.08% Add +6.5% 540,885 $13.8M
Bensler, LLC 1.22% Reduce -9.7% 540,786 $13.8M
Global Retirement Partners, LLC 0.21% — 539,412 $13.8M
Financial Planning Fort Collins, LLC 10.33% Reduce -0.8% 517,005 $13.1M
Capital Analysts, LLC 0.29% Add +8.0% 485,740 $12.4M
Private Advisory Group LLC 0.63% Add +16.6% 447,565 $11.4M
Rochester Wealth Strategies, LLC 6.17% Reduce -13.7% 436,917 $11.2M
Golden State Wealth Management, LLC 1.02% Reduce -5.5% 436,311 $11.1M

"% of holder's portfolio" is SPAB's weight in each manager's 13F, not the share of SS SPDR P Agg Bond ETF the manager owns.

Show all 542 holders