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 |
| Destiny Capital Corp | 6.64% | Reduce -3.5% | 377,016 | $9.5M |
| TrueWealth Advisors, LLC | 3.62% | Reduce -26.4% | 370,388 | $9.4M |
| Eldridge Investment Advisors, Inc. | 2.36% | Reduce -20.0% | 364,271 | $9.2M |
| UNIVEST FINANCIAL Corp | 2.59% | Add +12.9% | 364,081 | $9.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -78.0% | 359,919 | $9.1M |
| Jacobi Capital Management LLC | 0.81% | Reduce -1.2% | 346,568 | $8.8M |
| Integrated Wealth Concepts LLC | 0.13% | Reduce -42.3% | 346,093 | $8.7M |
| Lwmg, LLC | 1.99% | Add +2.4% | 341,405 | $8.6M |
| Tsfg, LLC | 2.17% | Add +2254.1% | 341,151 | $8.6M |
| Burt Wealth Advisors | 2.12% | Add +0.1% | 330,022 | $8.3M |
| BNP Paribas Financial Markets | 0.01% | New | 324,300 | $8.2M |
| Cahaba Wealth Management, Inc. | 0.74% | Add +0.7% | 321,372 | $8.1M |
| Balefire, LLC | 2.87% | Reduce -3.5% | 314,949 | $8.0M |
| Truist Financial Corp. | 0.01% | Reduce -82.5% | 302,993 | $7.7M |
| Security Financial Services, INC. | 1.69% | Add +1.4% | 296,968 | $7.5M |
| Signature Estate & Investment Advisors LLC | 0.21% | Add +21.5% | 296,803 | $7.5M |
| Alliance Wealth Management Group | 2.18% | Add +1.6% | 293,870 | $7.4M |
| Arete Wealth Advisors, LLC | 0.68% | Add +12.6% | 289,593 | $7.3M |
| Pure Financial Advisors, LLC | 0.23% | Add +1.7% | 288,651 | $7.3M |
| Cibc World Markets Corp. | 0.05% | New | 286,702 | $7.2M |
| Cibc World Market Inc. | 0.02% | New | 286,420 | $7.2M |
| Tennessee Valley Asset Management Partners | 1.75% | Add +12.9% | 286,269 | $7.2M |
| Stewardship Advisors, LLC | 2.41% | Add +85.2% | 278,534 | $7.0M |
| Savant Capital, LLC | 0.08% | Reduce -4.6% | 277,966 | $7.0M |
| Allworth Financial LP | 0.05% | Reduce -2.9% | 275,698 | $7.0M |
| Integrated Advisors Network LLC | 0.35% | Reduce -5.2% | 274,606 | $6.9M |
| Advisory Alpha, LLC | 0.28% | Reduce -67.8% | 267,782 | $6.8M |
| ERn Financial, LLC | 1.10% | Add +1.0% | 251,707 | $6.4M |
| Financial Advocates Investment Management | 0.37% | Reduce -1.2% | 251,014 | $6.3M |
| Crestwood Advisors Group, LLC | 0.14% | Reduce -10.9% | 250,798 | $6.3M |
| Amtrust Financial Services, Inc. | 3.30% | No change | 250,600 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.3% | 245,960 | $6.2M |
| Appleton Partners Inc. | 0.47% | Add +10.5% | 238,874 | $6.0M |
| Sentinel Pension Advisors, LLC | 1.29% | Reduce -8.8% | 238,804 | $6.0M |
| Captrust Financial Advisors | 0.02% | Reduce -38.4% | 238,790 | $6.0M |
| Vertex Planning Partners, LLC | 1.65% | Add +45.4% | 235,329 | $5.9M |
| Wealth Alliance Advisory Group, LLC | 1.38% | Add +8.2% | 235,084 | $5.9M |
| Kure Advisory, LLC | 4.92% | Add +4.1% | 227,941 | $5.8M |
| Townsquare Capital LLC | 0.08% | Add +1.1% | 222,009 | $5.6M |
| Horizon Investments, LLC | 0.15% | Reduce -52.0% | 218,956 | $5.5M |
| Jones Financial Companies LLLP | 0.01% | Add +9.9% | 215,804 | $5.5M |
| Values Added Financial LLC | 4.25% | Reduce -0.6% | 215,570 | $5.4M |
| Destination Wealth Management | 0.18% | Reduce -23.7% | 208,916 | $5.3M |
| Founders Financial Securities LLC | 0.54% | Reduce -53.4% | 203,369 | $5.1M |
| Geneos Wealth Management Inc. | 0.24% | Add +1.7% | 203,364 | $5.1M |
| Lunt Capital Management, Inc. | 2.55% | Add +16.8% | 202,853 | $5.1M |
| Certified Advisory Corp | 0.70% | Add +2.4% | 197,119 | $5.0M |
| Busey Bank | 0.18% | Reduce -9.9% | 196,042 | $5.0M |
| Gateway Wealth Partners, LLC | 1.77% | Add +1.6% | 194,752 | $4.9M |
| FSB Premier Wealth Management, Inc. | 2.29% | Add +7.8% | 194,445 | $4.9M |
| Valtinson Bruner Financial Planning LLC | 2.08% | Add +272.7% | 193,319 | $4.9M |
| Northwest Capital Management Inc | 1.54% | Add +1.1% | 190,654 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Add +11.0% | 188,805 | $4.8M |
| AE Wealth Management LLC | 0.05% | Reduce -81.7% | 185,707 | $4.7M |
| Simplicity Wealth,LLC | 0.11% | Reduce -9.8% | 179,555 | $4.5M |
| Global Retirement Partners, LLC | 0.17% | Add +11.1% | 178,901 | $4.5M |
| Stifel Financial Corp. | 0.01% | Add +0.1% | 176,598 | $4.5M |
| JT Stratford LLC | 0.87% | Add +9.2% | 172,167 | $4.4M |
| Citigroup Inc. | 0.00% | Reduce -6.5% | 166,495 | $4.2M |
| Zhang Financial LLC | 0.31% | Add +106.8% | 166,365 | $4.2M |
| USAdvisors Wealth Management, LLC | 1.54% | Add +16.3% | 160,674 | $4.1M |
| Independent Wealth Network Inc. | 1.84% | Add +1.8% | 154,892 | $3.9M |
| Parallel Advisors, LLC | 0.10% | Add +11.3% | 153,075 | $3.9M |
| HBW Advisory Services LLC | 0.72% | No change | 150,411 | $3.9M |
| Foundations Investment Advisors, LLC | 0.10% | Add +11.0% | 149,995 | $3.8M |
| Aquire Wealth Advisors, LLC | 1.27% | Reduce -6.3% | 143,625 | $3.6M |
| Sowell Financial Services LLC | 0.17% | Add +13.4% | 143,212 | $3.6M |
| Barden Capital Management, Inc. | 3.44% | Reduce -18.2% | 140,572 | $3.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.40% | Add +181.1% | 132,332 | $3.3M |
| NYL Investors LLC | 0.12% | Add +9.4% | 130,300 | $3.3M |
| Tempus Wealth Planning, LLC | 1.40% | Reduce -40.4% | 126,206 | $3.2M |
| Auour Investments LLC | 1.16% | Add +3.8% | 124,473 | $3.1M |
| Flagship Harbor Advisors, LLC | 0.20% | Reduce -54.0% | 120,600 | $3.0M |
| IAG Wealth Partners, LLC | 0.65% | Add +4.7% | 119,997 | $3.0M |
| Nicolet Advisory Services, LLC | 0.30% | Reduce -4.5% | 118,815 | $3.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.84% | Add +20.6% | 116,918 | $3.0M |
| CGN Advisors LLC | 0.36% | Reduce -3.7% | 113,052 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -57.7% | 112,935 | $2.9M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -57.7% | 112,935 | $2.9M |
| Centaurus Financial, Inc. | 0.20% | Reduce -1.1% | 112,782 | $2.9M |
| Better Money Decisions, LLC | 2.21% | Add +16.7% | 110,094 | $2.8M |
| Cahill Financial Advisors Inc. | 0.37% | Add +10.5% | 106,703 | $2.7M |
| Integrated Capital Management, Inc. | 2.21% | Add +13.9% | 106,683 | $2.7M |
| Strategic Financial Concepts, LLC | 0.65% | Add +0.7% | 105,932 | $2.7M |
| Tilson Financial Group, Inc. | 1.44% | Reduce -32.7% | 105,859 | $2.7M |
| Breakwater Investment Management | 1.22% | — | 104,874 | $2.7M |
| Compass Financial Group, Inc. | 1.38% | Reduce -0.2% | 102,120 | $2.6M |
| McAdam, LLC | 0.16% | Reduce -0.9% | 100,593 | $2.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -19.1% | 99,010 | $2.5M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | No change | 89,494 | $2.3M |
| Fermata Advisors, LLC | 0.48% | New | 85,148 | $2.2M |
| GeoWealth Management, LLC | 0.08% | Reduce -55.8% | 83,663 | $2.1M |
| Comerica Bank | 0.01% | Reduce -42.2% | 83,473 | $2.1M |
| Flagship Private Wealth, LLC | 1.36% | Reduce -0.8% | 83,403 | $2.1M |
| Keystone Wealth Services, LLC | 0.68% | Reduce -7.7% | 83,105 | $2.1M |
| Perennial Investment Advisors, LLC | 0.32% | Reduce -4.0% | 82,439 | $2.1M |
| Old Mission Capital LLC | 0.05% | New | 79,917 | $2.0M |
| Cooper Financial Group | 0.32% | Reduce -0.7% | 78,085 | $2.0M |
| Partners in Financial Planning | 0.44% | Reduce -0.3% | 77,675 | $2.0M |
| E&G Advisors, LLC | 0.60% | Reduce -2.6% | 76,185 | $1.9M |
| Tidemark, LLC | 1.07% | Reduce -85.4% | 75,714 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +1.8% | 75,345 | $1.9M |
| FWG Investments, LLC. | 2.06% | Add +38.3% | 75,023 | $1.9M |
| Lincoln National Corp. | 0.03% | Add +39.4% | 71,851 | $1.8M |
| Private Trust Co. NA | 0.19% | Add +11.9% | 69,818 | $1.8M |
| Smartleaf Asset Management LLC | 0.33% | Reduce -13.6% | 68,324 | $1.7M |
| Altus Wealth Group LLC | 0.87% | New | 68,436 | $1.7M |
| Laraway Financial Advisors Inc | 1.51% | Reduce -3.4% | 67,822 | $1.7M |
| Buttonwood Financial Group, LLC | 1.01% | New | 67,664 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -47.4% | 64,232 | $1.6M |
| Source Financial Advisors LLC | 0.49% | Reduce -37.9% | 63,726 | $1.6M |
| Walkner Condon Financial Advisors LLC | 0.33% | Reduce -1.1% | 61,787 | $1.6M |
| Pinnacle Family Advisors, LLC | 0.83% | Add +51.8% | 61,562 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +0.1% | 61,365 | $1.6M |
| Hibernia Wealth Partners, LLC | 1.05% | Add +31.4% | 61,321 | $1.6M |
| Destiny Wealth Partners, LLC | 0.28% | Reduce -0.2% | 60,988 | $1.5M |
| Strategic Wealth Partners, Ltd. | 0.17% | Add +3.4% | 60,708 | $1.5M |
| Raleigh Capital Management Inc. | 0.66% | Reduce -43.8% | 60,418 | $1.5M |
| Redwood Investment Management, LLC | 0.14% | Reduce -44.6% | 57,062 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -94.1% | 56,368 | $1.4M |
| Wealth Advisory Solutions, LLC | 0.36% | New | 55,189 | $1.4M |
| Carnegie Investment Counsel | 0.04% | Reduce -1.2% | 54,716 | $1.4M |
| Merit Financial Group, LLC | 0.03% | Reduce -38.8% | 55,617 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +218.1% | 54,256 | $1.4M |
| Lifeworks Advisors, LLC | 0.38% | Add +0.1% | 54,094 | $1.4M |
| Absolute Capital Management, LLC | 0.84% | Reduce -7.9% | 52,171 | $1.3M |
| Precedent Wealth Partners, LLC | 0.55% | Add +6.7% | 51,004 | $1.3M |
| Visionary Wealth Advisors | 0.09% | Add +11.9% | 50,120 | $1.3M |
| Advisor Resource Council | 0.54% | Reduce -84.3% | 49,349 | $1.3M |
| Paladin Advisory Group, LLC | 0.97% | Add +1.4% | 49,239 | $1.2M |
| Winch Advisory Services, LLC | 0.38% | Add +49.0% | 48,739 | $1.2M |
| Wealthspire Retirement, LLC | 0.10% | Reduce -23.3% | 47,373 | $1.2M |
| TKG Advisors, LLC | 0.66% | Add +4.2% | 47,116 | $1.2M |
| Lanark Financial, Inc. | 0.11% | Reduce -23.5% | 46,919 | $1.2M |
| Rooted Wealth Advisors, Inc. | 0.58% | Add +0.3% | 47,185 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -48.0% | 46,347 | $1.2M |
| IFP Advisors, Inc | 0.05% | Add +7.1% | 45,873 | $1.2M |
| Marcum Wealth, LLC | 0.11% | New | 43,943 | $1.1M |
| Richard P Slaughter Associates Inc | 0.26% | Add +9.3% | 42,640 | $1.1M |
| Private Wealth Group, LLC | 0.55% | Add +63.7% | 41,975 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +3.3% | 41,522 | $1.1M |
| Atria Investments, Inc | 0.01% | New | 39,720 | $1.0M |
| Exencial Wealth Advisors, LLC | 0.04% | Add +2.3% | 39,059 | $987K |
| G&S Capital LLC | 0.44% | Add +5.2% | 39,043 | $987K |
| Kelly Financial Services LLC | 0.37% | Reduce -38.6% | 38,602 | $976K |
| Priebe Wealth Holdings LLC | 0.72% | Add +3.8% | 36,565 | $924K |
| Epic Trust Investment Advisors, LLC | 1.12% | Add +9.7% | 35,936 | $908K |
| CW Advisors, LLC | 0.02% | Reduce -33.2% | 34,525 | $873K |
| HF Advisory Group, LLC | 0.48% | Add +3.7% | 34,290 | $867K |
| Falcon Wealth Planning | 0.14% | Reduce -6.2% | 33,805 | $855K |
| Mutual Advisors, LLC | 0.03% | Add +10.5% | 33,348 | $843K |
| Shelter Mutual Insurance Co | 0.21% | No change | 32,900 | $832K |
| Austin Wealth Management, LLC | 0.20% | Reduce -4.7% | 32,638 | $816K |
| Kestra Advisory Services, LLC | 0.01% | Reduce -34.7% | 31,286 | $791K |
| CoreCap Advisors, LLC | 0.04% | Add +146.8% | 30,746 | $777K |
| Belpointe Asset Management LLC | 0.06% | New | 30,075 | $760K |
| Independent Financial Group, LLC | 0.03% | Add +102.6% | 29,903 | $756K |
| Steele Capital Management, Inc. | 0.04% | Reduce -30.6% | 29,608 | $748K |
| Financial & Tax Architects, LLC | 0.21% | Reduce -44.8% | 29,564 | $747K |
| Prudential Financial Inc. | 0.00% | Reduce -31.2% | 29,267 | $740K |
| Coppell Advisory Solutions Corp. | 0.14% | — | 28,800 | $728K |
| Wedbush Securities Inc. | 0.03% | Add +8.8% | 28,633 | $724K |
| Means Investment Co., Inc. | 0.09% | Reduce -14.2% | 27,998 | $708K |
| Harbour Investments, Inc. | 0.02% | Reduce -30.4% | 27,504 | $695K |
| Richardson Financial Services Inc. | 0.48% | Reduce -10.9% | 27,180 | $680K |
| Argent Trust Co | 0.03% | Reduce -6.5% | 26,017 | $658K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +0.4% | 25,481 | $644K |
| OMNI 360 Wealth, Inc. | 0.53% | Reduce -28.7% | 25,410 | $642K |
| AdvisorNet Financial, Inc | 0.06% | Add +3.5% | 25,211 | $637K |
| Forza Wealth Management, LLC | 0.33% | New | 25,150 | $636K |
| Garrett Wealth Advisory Group, LLC | 0.25% | Reduce -96.8% | 24,407 | $617K |
| Ascent Group, LLC | 0.05% | Add +117.3% | 23,077 | $583K |
| Snider Financial Group | 0.23% | Add +0.9% | 21,620 | $547K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -15.3% | 21,378 | $540K |
| Western Wealth Management, LLC | 0.04% | Add +0.5% | 21,161 | $535K |
| Farrell Financial LLC | 0.43% | New | 20,996 | $531K |
| Freestone Capital Holdings, LLC | 0.02% | Add +4.8% | 19,796 | $500K |
| LexAurum Advisors, LLC | 0.13% | Add +1.4% | 19,750 | $499K |
| Wrenne Financial Planning LLC | 0.37% | Add +12.5% | 19,661 | $497K |
| National Bank of Canada | 0.00% | Reduce -53.3% | 19,793 | $491K |
| Investments & Financial Planning, LLC | 0.33% | Reduce -2.7% | 18,935 | $479K |
| Narus Financial Partners, LLC | 0.20% | Add +9.8% | 18,797 | $475K |
| Brookstone Capital Management | 0.01% | Reduce -8.2% | 18,542 | $469K |
| Vickerman Investment Advisors, Inc. | 0.15% | Reduce -8.8% | 18,454 | $467K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -11.4% | 18,398 | $465K |
| Virtue Capital Management, LLC | 0.08% | New | 18,683 | $463K |
| Brown Financial Advisory | 0.36% | No change | 18,087 | $457K |
| Millington Financial Advisors, LLC | 0.32% | Reduce -0.8% | 17,640 | $446K |
| ProVise Management Group, LLC | 0.04% | Reduce -1.7% | 17,099 | $432K |
| Zacks Investment Management | 0.00% | Reduce -95.3% | 16,789 | $424K |
| Dogwood Wealth Management LLC | 0.28% | Reduce -36.4% | 16,602 | $420K |
| Vicus Capital | 0.04% | Reduce -1.2% | 16,515 | $417K |
| TD Waterhouse Canada Inc. | 0.00% | Add +23.4% | 16,339 | $409K |
| International Private Wealth Advisors LLC | 0.77% | Reduce -90.9% | 15,817 | $400K |
| Two Sigma Securities, LLC | 0.02% | Reduce -48.1% | 15,536 | $393K |
| Apollon Financial, LLC | 0.13% | Reduce -35.1% | 15,374 | $389K |
| Worth Financial Advisory Group, LLC | 0.27% | Reduce -7.8% | 15,366 | $388K |
| Collaborative Wealth Managment Inc. | 0.19% | Reduce -35.3% | 15,352 | $388K |
| Roman Butler Fullerton & Co. | 0.14% | Reduce -20.8% | 15,321 | $378K |
| World Equity Group, Inc. | 0.08% | Reduce -2.4% | 14,851 | $375K |
| DAVENPORT & Co LLC | 0.00% | Reduce -8.2% | 14,633 | $370K |
| JBR Co Financial Management Inc | 0.29% | New | 14,503 | $367K |
| PFG Private Wealth Management, LLC | 0.23% | Add +4.0% | 14,346 | $363K |
| Capital CS Group, LLC | 0.36% | Reduce -19.0% | 14,230 | $360K |
| Cove Street Capital, LLC | 0.11% | New | 14,100 | $357K |
| Insight Advisors, LLC/ PA | 0.07% | Add +10.6% | 13,969 | $353K |
| Betterment LLC | 0.00% | New | 13,950 | $353K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 13,790 | $349K |
| Waterloo Capital, L.P. | 0.04% | Reduce -35.2% | 13,535 | $342K |
| Compound Planning, Inc. | 0.03% | New | 13,429 | $339K |
| Lake Street Advisors Group, LLC | 0.02% | No change | 13,020 | $329K |
| Focus Partners Wealth | 0.00% | Add +43.5% | 12,932 | $327K |
| Detalus Advisors, LLC | 0.12% | Add +3.4% | 12,795 | $323K |
| Ameritas Advisory Services, LLC | 0.01% | New | 12,572 | $318K |
| Global Strategic Investment Solutions, LLC | 0.04% | Add +0.3% | 12,242 | $309K |
| Millennium Management | 0.00% | New | 12,132 | $307K |
| Balentine LLC | 0.01% | Add +6.3% | 12,100 | $306K |
| Capital Planning Advisors, LLC | 0.05% | New | 12,085 | $306K |
| Tucker Asset Management LLC | 0.07% | New | 11,958 | $302K |
| Crabel Capital Management, LLC | 0.26% | Reduce -78.0% | 11,846 | $299K |
| AMJ Financial Wealth Management | 0.10% | Add +20.7% | 11,768 | $297K |
| Koshinski Asset Management, Inc. | 0.03% | New | 11,762 | $297K |
| Avior Wealth Management, LLC | 0.01% | Add +78306.7% | 11,761 | $297K |
| Journey Strategic Wealth LLC | 0.01% | New | 11,733 | $297K |
| SlateStone Wealth, LLC | 0.03% | Reduce -6.9% | 11,722 | $296K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 11,677 | $295K |
| Qube Research & Technologies Ltd | 0.00% | No change | 11,516 | $291K |
| Texas Yale Capital Corp. | 0.01% | New | 11,400 | $288K |
| IFG Advisory, LLC | 0.02% | Reduce -67.9% | 11,393 | $288K |
| Corient Private Wealth LP | 0.00% | Add +7.0% | 10,788 | $273K |
| Strategic Financial Planning, Inc. | 0.20% | Add +0.1% | 10,734 | $271K |
| Raymond James Trust N.A. | 0.01% | Reduce -0.8% | 10,683 | $270K |
| Csenge Advisory Group | 0.02% | Reduce -5.6% | 10,646 | $269K |
| Empirical Asset Management, LLC | 0.13% | Add +34.1% | 10,641 | $269K |
| Aptus Capital Advisors, LLC | 0.01% | Add +23.8% | 10,507 | $266K |
| WealthCare Investment Partners, LLC | 0.13% | New | 10,318 | $261K |
| KPP Advisory Services LLC | 0.07% | New | 10,313 | $261K |
| Client 1ST Advisory Group, LLC | 0.12% | Reduce -3.9% | 10,291 | $260K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -3.9% | 10,207 | $258K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -3.9% | 10,199 | $258K |
| Tolleson Wealth Management, Inc. | 0.05% | Reduce -37.6% | 10,180 | $257K |
| Balboa Wealth Partners | 0.08% | Reduce -53.4% | 10,157 | $257K |
| Second Line Capital, LLC | 0.08% | Reduce -13.5% | 10,142 | $256K |
| Apeiron RIA LLC | 0.07% | Reduce -0.8% | 10,117 | $256K |
| AQR Capital Management | 0.00% | New | 10,046 | $254K |
| Professional Financial Advisors, LLC | 0.07% | Reduce -21.0% | 10,008 | $253K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -18.8% | 9,895 | $250K |
| D.A. Davidson & Co. | 0.00% | Add +23.2% | 9,703 | $245K |
| Valley Wealth Managers, Inc. | 0.02% | No change | 9,677 | $245K |
| Rosenberg Matthew Hamilton | 0.07% | Reduce -2.3% | 9,574 | $240K |
| GEM Asset Management, LLC | 0.16% | No change | 9,709 | $240K |
| Blair William & Co. | 0.00% | Add +15.6% | 9,470 | $239K |
| Syverson Strege & Co | 0.09% | Add +0.6% | 9,449 | $239K |
| Darwin Wealth Management, LLC | 0.07% | Reduce -3.1% | 9,397 | $238K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -87.5% | 9,365 | $237K |
| Ancora Advisors LLC | 0.01% | Add +4.5% | 9,262 | $234K |
| Atlas Private Wealth Advisors | 0.08% | Reduce -39.3% | 9,229 | $233K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -6.3% | 9,005 | $228K |
| Lockerman Financial Group, Inc. | 0.43% | New | 8,987 | $227K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -36.9% | 8,794 | $222K |
| Asset Dedication, LLC | 0.02% | No change | 8,577 | $217K |
| Optimist Retirement Group LLC | 0.11% | New | 8,349 | $211K |
| Triad Wealth Partners, LLC | 0.16% | — | 8,262 | $209K |
| Advisor OS, LLC | 0.02% | Add +3.1% | 8,214 | $208K |
| Founders Financial Alliance, LLC | 0.06% | Add +0.6% | 8,071 | $204K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +6.2% | 8,309 | $202K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.1% | 7,988 | $202K |
| Financial Advisory Partners, LLC | 0.08% | New | 7,936 | $201K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Reduce -36.7% | 7,814 | $198K |
| Sage Mountain Advisors LLC | 0.02% | New | 6,967 | $176K |
| Bay Harbor Wealth Management, LLC | 0.06% | No change | 6,878 | $174K |
| Concord Wealth Partners | 0.03% | Reduce -2.1% | 6,043 | $153K |
| Continuum Advisory, LLC | 0.02% | Reduce -72.4% | 5,287 | $132K |
| Castleview Partners, LLC | 0.06% | Reduce -31.2% | 4,338 | $110K |
| Keener Financial Planning LLC | 0.07% | No change | 4,183 | $106K |
| FMR LLC | 0.00% | Add +433.5% | 4,065 | $103K |
| WealthCollab, LLC | 0.07% | No change | 3,701 | $94K |
| Mercer Global Advisors Inc. | 0.00% | Add +184.6% | 86,652 | $87K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +772.1% | 3,375 | $85K |
| GHP Investment Advisors, Inc. | 0.00% | New | 3,200 | $81K |
| PSI Advisors, LLC | 0.03% | Add +50.5% | 3,010 | $76K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,989 | $76K |
| Key Financial Inc | 0.02% | No change | 2,984 | $75K |
| Iron Horse Wealth Management, LLC | 0.03% | Add +2.8% | 2,905 | $73K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2,849 | $72K |
| Wetzel Investment Advisors, Inc. | 0.04% | No change | 2,730 | $67K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.6% | 2,606 | $66K |
| Sound Income Strategies, LLC | 0.00% | Reduce -22.8% | 2,447 | $62K |
| Bank of Montreal | 0.00% | Reduce -68.5% | 2,288 | $58K |
| St Germain D J Co. Inc. | 0.00% | No change | 2,263 | $57K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,069 | $52K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,987 | $50K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -64.1% | 1,912 | $48K |
| PNC Financial Services Group, Inc. | 0.00% | Add +16.8% | 1,892 | $48K |
| Principal Securities, Inc. | 0.00% | No change | 1,743 | $44K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -18.5% | 1,606 | $40K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -16.3% | 1,469 | $37K |
| NorthRock Partners, LLC | 0.00% | No change | 1,161 | $29K |
| Simplex Trading, LLC | 0.00% | New | 1,000 | $25K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -14.9% | 970 | $25K |
| Activest Wealth Management | 0.01% | New | 915 | $23K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 871 | $22K |
| Wolff Wiese Magana LLC | 0.02% | Add +28.3% | 857 | $22K |
| Capital Analysts, LLC | 0.00% | Add +16.5% | 805 | $20K |
| Arax Advisory Partners | 0.00% | Add +9.5% | 749 | $19K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.6% | 709 | $18K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.7% | 605 | $15K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 598 | $15K |
| Global Financial Private Client, LLC | 0.01% | Reduce -92.0% | 578 | $14K |
| Investors Research Corp | 0.00% | No change | 567 | $14K |
| Valley National Advisers Inc. | 0.00% | Reduce -94.7% | 582 | $14K |
| SJS Investment Consulting Inc. | 0.00% | New | 468 | $12K |
| Phillips Financial Management, LLC | 0.00% | Add +0.4% | 466 | $12K |
| Horizon Financial Services, LLC | 0.01% | Reduce -97.8% | 416 | $11K |
| First Horizon Advisors, Inc. | 0.00% | No change | 310 | $8K |
| Bfsg, LLC | 0.00% | New | 300 | $8K |
| TD Private Client Wealth LLC | 0.00% | New | 297 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 277 | $7K |
| Beacon Capital Management, LLC | 0.00% | No change | 276 | $7K |
| North Star Investment Management Corp. | 0.00% | Add +0.8% | 265 | $7K |
| Realta Investment Advisors | 0.00% | New | 249 | $6K |
| BlackRock Inc. | 0.00% | Add +5.6% | 246 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 157 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -71.1% | 141 | $4K |
| Tradewinds Capital Management, LLC | 0.00% | New | 113 | $3K |
| Signaturefd, LLC | 0.00% | New | 113 | $3K |
| Mma Asset Management LLC | 0.00% | New | 109 | $3K |
| Creative Financial Designs Inc. | 0.00% | Add +5100.0% | 104 | $3K |
| First Manhattan Co. Llc. | 0.00% | No change | 104 | $3K |
| Armor Investment Advisors, LLC | 0.00% | New | 92 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 81 | $2K |
| VitalStone Financial, LLC | 0.00% | No change | 44 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 28 | $1K |
| EPG Wealth Management LLC | 0.00% | No change | 26 | $657 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 11 | $270 |
| Hexagon Capital Partners LLC | 0.00% | Reduce -11.1% | 8 | $202 |
| Rakuten Securities, Inc. | 0.00% | New | 1 | $25 |
"% 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.