SS SPDR P Agg Bond ETFSPABETF
13F holders, Q2 2024 (June 30)455holders +18
30new positions
25sold out
3famous investors
$25.07avg. 13F price*
At the end of Q2 2024, 455 institutions reported holding SS SPDR P Agg Bond ETF (SPAB) in their 13F filings, up 18 from Q1 2024. 30 opened new positions and 25 sold out. The largest holders were LPL Financial LLC ($573.3M), Cwm, LLC ($351.5M) and Envestnet Asset Management Inc. ($272.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS SPDR P Agg Bond ETF
- Filed as
- SPDR SER TR (Q2 2024)
- CUSIP
- 78464A649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $50.9M |
| Exits | 25 | $7.4M |
All 13F filers, Q1 2024 → Q2 2024: 15,077,159 shares bought and 9,487,765 shares sold, net +5,589,394 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 455 holders
| LPL Financial LLC | 0.29% | Add +0.2% | 22,848,309 | $573.3M |
| Cwm, LLC | 1.66% | Add +14.8% | 14,010,316 | $351.5M |
| Envestnet Asset Management Inc. | 0.10% | Add +6.9% | 10,865,362 | $272.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 5.81% | Add +8.5% | 10,803,023 | $271.0M |
| Cerity Partners LLC | 0.61% | Add +3.7% | 8,902,299 | $223.4M |
| RiverFront Investment Group, LLC | 4.83% | Reduce -0.9% | 7,215,784 | $181.0M |
| State Street Corp. | 0.01% | Add +5.3% | 5,247,056 | $131.6M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -3.6% | 4,308,972 | $108.1M |
| Gradient Investments LLC | 2.23% | Reduce -4.2% | 3,955,256 | $99.2M |
| Private Advisor Group, LLC | 0.65% | Reduce -12.3% | 3,864,951 | $97.0M |
| Osaic Holdings, Inc. | 0.22% | Add +7.4% | 3,753,737 | $94.2M |
| Rational Advisors, Inc. | 8.97% | Reduce -5.2% | 3,576,024 | $89.7M |
| Syon Capital LLC | 7.90% | Reduce -1.4% | 3,423,334 | $85.9M |
| Willow Creek Wealth Management Inc. | 9.22% | Add +2.0% | 3,230,583 | $81.1M |
| Tobias Financial Advisors, Inc. | 16.45% | Add +3.0% | 3,040,937 | $76.3M |
| Equitable Holdings, Inc. | 0.71% | Reduce -18.8% | 2,698,080 | $67.7M |
| Good Life Advisors, LLC | 5.47% | Add +4.7% | 2,641,228 | $66.3M |
| Baker Avenue Asset Management, LP | 2.22% | Reduce -10.5% | 2,600,783 | $65.3M |
| KWB Wealth | 8.19% | Reduce -2.0% | 2,356,201 | $59.6M |
| Raymond James & Associates | 0.04% | Add +36.1% | 2,337,631 | $58.7M |
| McNamara Financial Services, Inc. | 12.05% | Add +3.1% | 2,270,821 | $57.0M |
| AlphaStar Capital Management, LLC | 5.12% | Add +47.6% | 2,206,305 | $55.4M |
| N.E.W. Advisory Services LLC | 5.80% | Reduce -0.2% | 2,142,096 | $53.7M |
| Wealthcare Advisory Partners LLC | 1.63% | Add +6.5% | 2,073,901 | $52.0M |
| Trilogy Capital Inc. | 2.82% | Add +7.7% | 2,072,508 | $52.0M |
| JPMorgan Chase & Co. | 0.00% | Add +17.9% | 2,019,926 | $50.7M |
| Great Lakes Retirement, Inc. | 6.76% | Add +1.8% | 1,966,149 | $49.3M |
| Great Valley Advisor Group, Inc. | 1.28% | Add +8.8% | 1,819,765 | $45.7M |
| Royal Bank of Canada | 0.01% | Reduce -9.2% | 1,807,089 | $45.3M |
| Stadion Money Management, LLC | 3.57% | Reduce -37.0% | 1,745,351 | $43.7M |
| Girard Partners LTD. | 3.90% | Add +1.9% | 1,644,561 | $41.3M |
| Facet Wealth, Inc. | 1.25% | Reduce -8.3% | 1,604,468 | $40.8M |
| Waverly Advisors, LLC | 0.77% | Add +5.3% | 1,567,905 | $39.3M |
| OneDigital Investment Advisors LLC | 0.49% | Add +135.6% | 1,563,912 | $39.2M |
| NewEdge Advisors, LLC | 0.28% | Add +14.3% | 1,514,080 | $38.0M |
| Morgan Stanley | 0.00% | Reduce -3.5% | 1,422,522 | $35.7M |
| Assetmark, Inc. | 0.10% | Reduce -5.0% | 1,301,670 | $32.7M |
| Leading Edge Financial Planning LLC | 13.09% | Add +13.8% | 1,300,330 | $32.6M |
| Sanctuary Advisors, LLC | 0.23% | — | 1,295,373 | $31.9M |
| GM Advisory Group, LLC | 2.02% | Reduce -0.2% | 1,246,236 | $31.3M |
| US Bancorp \de | 0.04% | Reduce -8.2% | 1,233,298 | $30.9M |
| Park Avenue Securities LLC | 0.37% | Add +15.1% | 1,214,806 | $30.5M |
| UBS Group AG | 0.01% | Add +1.9% | 1,211,289 | $30.4M |
| Stratos Investment Management, LLC | 2.51% | New | 1,205,961 | $30.3M |
| Wells Fargo & Company | 0.01% | Add +2.7% | 1,203,562 | $30.2M |
| Money Design Co.,Ltd. | 1.56% | Add +2.4% | 1,153,830 | $28.9M |
| Reston Wealth Management LLC | 10.63% | Add +1.8% | 1,059,528 | $26.6M |
| Donoghue Forlines LLC | 7.08% | Reduce -3.3% | 992,704 | $24.9M |
| Mariner, LLC | 0.05% | Add +17.5% | 990,525 | $24.9M |
| Cetera Investment Advisers | 0.06% | Add +3.2% | 980,892 | $24.6M |
| Financial Strategies Group, Inc. | 5.83% | Reduce -0.0% | 920,755 | $23.2M |
| Bristlecone Advisors, LLC | 1.97% | Reduce -6.0% | 920,439 | $23.1M |
| Waller Financial Planning Group, Inc. | 6.19% | Add +0.7% | 918,676 | $23.0M |
| Heartwood Wealth Advisors LLC | 2.72% | Add +1.7% | 907,347 | $22.8M |
| Truefg, LLC | 8.15% | Add +4.3% | 899,561 | $22.6M |
| Lodestar Private Asset Management LLC | 3.04% | Add +5.0% | 881,049 | $22.1M |
| Arrien Investments, Inc. | 17.22% | Add +8.9% | 878,184 | $22.0M |
| Bensler, LLC | 2.96% | Add +12.1% | 877,787 | $22.0M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -4.7% | 823,257 | $20.7M |
| Bank of New York Mellon Corp | 0.00% | Add +7.1% | 818,226 | $20.5M |
| IHT Wealth Management, LLC | 0.76% | Add +5.2% | 808,387 | $20.3M |
| Clear Creek Financial Management, LLC | 2.45% | Reduce -9.3% | 805,593 | $20.2M |
| Trinity Wealth Management, LLC | 10.00% | Add +3.9% | 798,696 | $20.0M |
| Cornerstone Advisors Asset Management, LLC | 5.43% | Add +51.0% | 766,389 | $19.2M |
| Bank of America Corp. | 0.00% | Reduce -9.5% | 762,961 | $19.1M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +1.1% | 726,626 | $18.2M |
| Banco Santander, S.A. | 0.22% | Reduce -6.2% | 719,714 | $18.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +1.8% | 699,123 | $17.5M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +0.7% | 696,941 | $17.5M |
| Money Concepts Capital Corp. | 1.46% | Add +2.1% | 694,156 | $17.4M |
| Advisory Alpha, LLC | 0.69% | Add +158.9% | 693,168 | $17.4M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -46.0% | 684,663 | $17.2M |
| Convergence Financial, LLC | 4.50% | Add +33.4% | 678,768 | $17.0M |
| MML Investors Services, LLC | 0.07% | Reduce -2.0% | 655,707 | $16.5M |
| Larson Financial Group LLC | 1.11% | Reduce -4.4% | 650,856 | $16.3M |
| Pinnacle Wealth Planning Services, Inc. | 2.28% | Add +10.5% | 635,241 | $15.9M |
| Rinkey Investments | 5.69% | Add +0.5% | 631,134 | $15.8M |
| Levy Wealth Management Group, LLC | 4.04% | Add +10.9% | 628,721 | $15.8M |
| Creative Planning | 0.02% | Reduce -4.9% | 627,419 | $15.7M |
| WealthPLAN Partners, LLC | 1.67% | Add +6.0% | 621,420 | $15.6M |
| Choreo, LLC | 0.25% | Reduce -2.9% | 608,449 | $15.1M |
| SigFig Wealth Management, LLC | 0.56% | Reduce -26.9% | 568,341 | $14.9M |
| BNP Paribas Financial Markets | 0.02% | Add +82.1% | 590,495 | $14.8M |
| Americana Partners, LLC | 1.15% | Add +16.2% | 583,915 | $14.7M |
| Algorithmic Investment Models, LLC | 11.17% | Reduce -0.8% | 569,733 | $14.3M |
| Arete Wealth Advisors, LLC | 1.10% | Add +84.5% | 534,149 | $13.4M |
| WCG Wealth Advisors LLC | 0.98% | Add +10.8% | 529,582 | $13.3M |
| Aspire Private Capital, LLC | 3.41% | Add +8.4% | 528,074 | $13.2M |
| AIFG Consultants Ltd. | 9.67% | Reduce -4.4% | 518,536 | $13.0M |
| Moneta Group Investment Advisors LLC | 0.21% | Reduce -7.6% | 517,341 | $13.0M |
| Cutler Investment Counsel LLC | 1.75% | Add +0.3% | 513,051 | $12.9M |
| Weitzel Financial Services, Inc. | 6.31% | Add +1.3% | 508,498 | $12.6M |
| Toronto Dominion Bank | 0.02% | Reduce -41.2% | 500,000 | $12.5M |
| Aveo Capital Partners, LLC | 1.40% | Reduce -1.8% | 491,221 | $12.3M |
| Astoria Strategic Wealth, Inc. | 3.76% | Reduce -0.8% | 484,727 | $12.2M |
| Rockbridge Investment Management, LCC | 1.58% | Reduce -0.9% | 443,719 | $11.1M |
| Melone Private Wealth, LLC | 6.33% | Add +0.0% | 425,952 | $10.7M |
| Northeast Financial Group, Inc. | 4.53% | Reduce -1.1% | 421,426 | $10.6M |
| Tsfg, LLC | 2.45% | Add +22.5% | 417,849 | $10.5M |
| Old Mission Capital LLC | 0.27% | Add +420.6% | 416,014 | $10.4M |
"% 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.