SS SPDR P Agg Bond ETFSPABETF
13F holders, Q1 2024 (March 31)437holders
2famous investors
$25.26avg. 13F price*
At the end of Q1 2024, 437 institutions reported holding SS SPDR P Agg Bond ETF (SPAB) in their 13F filings. The largest holders were LPL Financial LLC ($576.5M), Cwm, LLC ($308.4M) and Envestnet Asset Management Inc. ($256.9M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS SPDR P Agg Bond ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $184.7M |
| Exits | 48 | $62.7M |
Ownership 437 holders
| LPL Financial LLC | 0.31% | Add +12.8% | 22,802,904 | $576.5M |
| Cwm, LLC | 1.50% | Add +17.1% | 12,200,401 | $308.4M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -12.8% | 10,164,039 | $256.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 5.73% | Add +42.1% | 9,954,072 | $251.6M |
| Cerity Partners LLC | 0.57% | Add +2.8% | 8,583,830 | $217.0M |
| RiverFront Investment Group, LLC | 5.19% | Add +4.6% | 7,280,757 | $184.1M |
| State Street Corp. | 0.01% | Reduce -30.0% | 4,984,468 | $126.0M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Reduce -30.2% | 4,470,886 | $113.0M |
| Private Advisor Group, LLC | 0.80% | Reduce -1.7% | 4,404,922 | $111.4M |
| Gradient Investments LLC | 2.42% | Reduce -4.3% | 4,128,352 | $104.4M |
| Rational Advisors, Inc. | 9.04% | New | 3,771,284 | $95.3M |
| Osaic Holdings, Inc. | 0.20% | Reduce -10.7% | 3,496,147 | $88.4M |
| Syon Capital LLC | 8.30% | Add +0.1% | 3,473,616 | $87.8M |
| Equitable Holdings, Inc. | 0.95% | Add +47.2% | 3,321,720 | $84.0M |
| Willow Creek Wealth Management Inc. | 9.36% | Add +1.8% | 3,166,561 | $80.1M |
| Tobias Financial Advisors, Inc. | 16.90% | Add +6.0% | 2,951,154 | $74.6M |
| Baker Avenue Asset Management, LP | 2.84% | Add +4.3% | 2,906,109 | $73.5M |
| Stadion Money Management, LLC | 4.53% | Add +0.7% | 2,770,387 | $69.8M |
| Gerber Kawasaki Wealth & Investment Management | 3.45% | Add +17.1% | 2,524,981 | $63.8M |
| Good Life Advisors, LLC | 5.66% | Add +2.7% | 2,522,012 | $63.8M |
| KWB Wealth | 8.18% | Reduce -16.2% | 2,403,292 | $60.8M |
| McNamara Financial Services, Inc. | 11.91% | Add +5.6% | 2,201,750 | $55.7M |
| N.E.W. Advisory Services LLC | 6.02% | Reduce -1.3% | 2,146,242 | $54.3M |
| Royal Bank of Canada | 0.01% | Reduce -2.7% | 1,990,546 | $50.3M |
| Wealthcare Advisory Partners LLC | 1.61% | Add +10.1% | 1,947,390 | $49.2M |
| Great Lakes Retirement, Inc. | 7.22% | Add +1.1% | 1,930,746 | $48.8M |
| Trilogy Capital Inc. | 2.80% | Add +2.4% | 1,924,135 | $48.6M |
| Facet Wealth, Inc. | 1.47% | Reduce -13.6% | 1,749,441 | $43.5M |
| Raymond James & Associates | 0.03% | Reduce -8.2% | 1,717,643 | $43.4M |
| JPMorgan Chase & Co. | 0.00% | Add +9.6% | 1,712,908 | $43.3M |
| Great Valley Advisor Group, Inc. | 1.28% | Add +5.4% | 1,672,283 | $42.3M |
| Girard Partners LTD. | 3.84% | Add +9.6% | 1,613,891 | $40.8M |
| AlphaStar Capital Management, LLC | 3.88% | Add +6439.9% | 1,494,237 | $37.8M |
| Waverly Advisors, LLC | 0.89% | Add +72.7% | 1,489,722 | $37.7M |
| Morgan Stanley | 0.00% | Reduce -11.8% | 1,474,746 | $37.3M |
| Assetmark, Inc. | 0.11% | Reduce -11.9% | 1,370,777 | $34.7M |
| US Bancorp \de | 0.05% | Reduce -1.3% | 1,343,403 | $34.0M |
| NewEdge Advisors, LLC | 0.29% | Add +16.4% | 1,325,248 | $33.5M |
| Rockefeller Capital Management L.P. | 0.09% | Add +140.6% | 1,266,813 | $32.0M |
| GM Advisory Group, LLC | 2.21% | Add +16.1% | 1,248,573 | $31.6M |
| UBS Group AG | 0.01% | Add +3.5% | 1,189,123 | $30.1M |
| Wells Fargo & Company | 0.01% | Add +3.0% | 1,171,841 | $29.6M |
| Leading Edge Financial Planning LLC | 12.79% | Add +27.0% | 1,142,469 | $28.9M |
| Money Design Co.,Ltd. | 1.55% | Reduce -7.5% | 1,126,325 | $28.5M |
| Park Avenue Securities LLC | 0.34% | Reduce -2.9% | 1,055,253 | $26.7M |
| Reston Wealth Management LLC | 10.69% | Add +4.2% | 1,041,204 | $26.3M |
| Donoghue Forlines LLC | 7.40% | New | 1,027,050 | $26.0M |
| Bristlecone Advisors, LLC | 2.18% | Add +9.2% | 978,810 | $24.7M |
| Cetera Investment Advisers | 0.06% | Add +248.4% | 950,649 | $24.0M |
| Waller Financial Planning Group, Inc. | 6.14% | Reduce -0.2% | 912,009 | $23.1M |
| Financial Strategies Group, Inc. | 6.20% | Add +42.0% | 921,093 | $23.1M |
| Heartwood Wealth Advisors LLC | 2.78% | Add +8.2% | 891,977 | $22.5M |
| Clear Creek Financial Management, LLC | 2.87% | Add +125.2% | 887,711 | $22.4M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -3.1% | 863,949 | $21.8M |
| Truefg, LLC | 7.99% | Add +5.0% | 862,070 | $21.8M |
| Toronto Dominion Bank | 0.03% | New | 850,000 | $21.5M |
| Bank of America Corp. | 0.00% | Add +9.7% | 843,346 | $21.3M |
| Mariner, LLC | 0.04% | Add +27.8% | 843,251 | $21.3M |
| Lodestar Private Asset Management LLC | 3.03% | Add +4.8% | 839,033 | $21.2M |
| Arrien Investments, Inc. | 16.10% | Reduce -1.3% | 806,434 | $20.4M |
| SigFig Wealth Management, LLC | 0.73% | Reduce -17.6% | 777,021 | $19.8M |
| Bensler, LLC | 2.87% | Add +15.6% | 783,134 | $19.8M |
| Trinity Wealth Management, LLC | 10.03% | Add +28.4% | 768,864 | $19.4M |
| IHT Wealth Management, LLC | 0.78% | Add +13.8% | 768,612 | $19.4M |
| Banco Santander, S.A. | 0.23% | Add +3.2% | 767,453 | $19.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.5% | 763,799 | $19.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -68.0% | 718,338 | $18.2M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -26.6% | 692,423 | $17.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +6.5% | 686,552 | $17.4M |
| Larson Financial Group LLC | 1.33% | Add +5.7% | 680,754 | $17.2M |
| Money Concepts Capital Corp. | 1.59% | Add +181.6% | 679,958 | $17.2M |
| MML Investors Services, LLC | 0.07% | Reduce -20.6% | 669,298 | $16.9M |
| OneDigital Investment Advisors LLC | 0.26% | Add +2.1% | 663,877 | $16.8M |
| Creative Planning | 0.02% | Reduce -6.2% | 659,915 | $16.7M |
| Rinkey Investments | 5.79% | Add +1.0% | 627,882 | $15.9M |
| Choreo, LLC | 0.41% | Reduce -1.4% | 626,706 | $15.8M |
| WealthPLAN Partners, LLC | 1.53% | Reduce -1.2% | 586,010 | $14.8M |
| Pinnacle Wealth Planning Services, Inc. | 2.13% | Add +4.3% | 574,798 | $14.5M |
| Levy Wealth Management Group, LLC | 4.08% | No change | 566,685 | $14.5M |
| Algorithmic Investment Models, LLC | 10.69% | Add +8.1% | 574,566 | $14.5M |
| Moneta Group Investment Advisors LLC | 0.23% | Reduce -9.7% | 559,859 | $14.2M |
| AIFG Consultants Ltd. | 9.89% | Add +5.1% | 542,646 | $13.7M |
| Bull Oak Capital, LLC | 8.95% | Add +172.2% | 528,340 | $13.4M |
| Cutler Investment Counsel LLC | 1.73% | Add +3.3% | 511,255 | $12.9M |
| Convergence Financial, LLC | 5.31% | Reduce -9.2% | 508,932 | $12.9M |
| Cornerstone Advisors Asset Management, LLC | 4.51% | Add +5.8% | 507,668 | $12.8M |
| Americana Partners, LLC | 1.06% | Add +10.9% | 502,430 | $12.7M |
| OneAscent Financial Services LLC | 1.39% | Reduce -10.8% | 497,384 | $12.6M |
| Weitzel Financial Services, Inc. | 6.35% | Add +25.4% | 502,183 | $12.6M |
| Aveo Capital Partners, LLC | 1.35% | Add +2.0% | 500,326 | $12.4M |
| Astoria Strategic Wealth, Inc. | 3.91% | Reduce -1.9% | 488,655 | $12.4M |
| Aspire Private Capital, LLC | 3.25% | Add +4.4% | 487,155 | $12.3M |
| WCG Wealth Advisors LLC | 1.01% | Reduce -5.5% | 477,817 | $12.1M |
| Rockbridge Investment Management, LCC | 1.66% | Reduce -1.7% | 447,721 | $11.3M |
| RFG Advisory, LLC | 0.37% | Reduce -42.9% | 431,604 | $10.9M |
| Northeast Financial Group, Inc. | 4.77% | Add +10.4% | 426,256 | $10.8M |
| Melone Private Wealth, LLC | 6.46% | Reduce -1.2% | 425,827 | $10.8M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -9.5% | 413,115 | $10.4M |
| PAX Financial Group, LLC | 1.99% | Reduce -6.5% | 391,853 | $9.9M |
| Towercrest Capital Management | 1.61% | Add +1.5% | 378,576 | $9.6M |
"% 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.