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 |
| Bull Oak Capital, LLC | 6.71% | Reduce -21.4% | 415,381 | $10.4M |
| RFG Advisory, LLC | 0.34% | Reduce -4.2% | 413,461 | $10.4M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -0.7% | 410,065 | $10.3M |
| OneAscent Financial Services LLC | 1.42% | Reduce -18.4% | 406,076 | $10.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.50% | Reduce -84.2% | 398,679 | $10.0M |
| PAX Financial Group, LLC | 1.94% | Add +0.9% | 395,304 | $9.9M |
| Vertex Planning Partners, LLC | 2.51% | Add +64.1% | 386,118 | $9.7M |
| Towercrest Capital Management | 1.58% | Add +1.1% | 382,848 | $9.6M |
| UNIVEST FINANCIAL Corp | 2.66% | Add +4.9% | 381,860 | $9.6M |
| Destiny Capital Corp | 6.38% | Reduce -1.2% | 372,344 | $9.3M |
| Cahaba Wealth Management, Inc. | 0.80% | Add +12.7% | 362,304 | $9.1M |
| Lwmg, LLC | 1.90% | Add +5.4% | 359,753 | $9.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.3% | 351,542 | $8.8M |
| Eldridge Investment Advisors, Inc. | 2.15% | Reduce -6.6% | 340,356 | $8.5M |
| TrueWealth Advisors, LLC | 3.15% | Reduce -8.3% | 339,627 | $8.5M |
| Savant Capital, LLC | 0.09% | Add +21.9% | 338,993 | $8.5M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -7.0% | 322,027 | $8.1M |
| Burt Wealth Advisors | 2.13% | Reduce -2.6% | 321,437 | $8.1M |
| Balefire, LLC | 2.77% | Reduce -1.2% | 311,143 | $7.8M |
| Investment Planning Advisors, Inc. | 3.94% | — | 308,093 | $7.7M |
| Alliance Wealth Management Group | 2.20% | Add +4.5% | 306,964 | $7.7M |
| Signature Estate & Investment Advisors LLC | 0.19% | Add +3.2% | 306,350 | $7.7M |
| Tennessee Valley Asset Management Partners | 1.39% | Add +3.1% | 295,119 | $7.4M |
| Cibc World Markets Corp. | 0.05% | Add +2.2% | 293,037 | $7.4M |
| Pure Financial Advisors, LLC | 0.20% | Add +1.0% | 291,433 | $7.3M |
| Jones Financial Companies LLLP | 0.01% | Add +33.4% | 287,899 | $7.2M |
| Truist Financial Corp. | 0.01% | Reduce -7.4% | 280,664 | $7.0M |
| Stewardship Advisors, LLC | 2.33% | Add +0.8% | 280,657 | $7.0M |
| Cibc World Market Inc. | 0.02% | Reduce -2.7% | 278,700 | $7.0M |
| Security Financial Services, INC. | 1.48% | Reduce -8.3% | 272,178 | $6.8M |
| Integrated Advisors Network LLC | 0.34% | Reduce -3.0% | 266,236 | $6.7M |
| Stifel Financial Corp. | 0.01% | Add +50.0% | 264,867 | $6.6M |
| Allworth Financial LP | 0.04% | Reduce -6.0% | 259,147 | $6.6M |
| Amtrust Financial Services, Inc. | 3.19% | No change | 250,600 | $6.3M |
| Appleton Partners Inc. | 0.48% | Add +4.0% | 248,351 | $6.2M |
| Wealth Alliance Advisory Group, LLC | 1.38% | Add +4.1% | 244,774 | $6.1M |
| Crestwood Advisors Group, LLC | 0.13% | Reduce -3.2% | 242,756 | $6.1M |
| Captrust Financial Advisors | 0.02% | Add +1.1% | 241,360 | $6.1M |
| Kure Advisory, LLC | 4.92% | Add +4.7% | 238,728 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.6% | 237,040 | $5.9M |
| Townsquare Capital LLC | 0.08% | Add +5.9% | 235,185 | $5.9M |
| ERn Financial, LLC | 0.95% | Reduce -9.0% | 229,009 | $5.7M |
| Gateway Wealth Partners, LLC | 1.67% | Add +13.0% | 220,010 | $5.5M |
| Global Retirement Partners, LLC | 0.17% | Add +21.9% | 218,134 | $5.5M |
| Jane Street Group, LLC | 0.01% | New | 212,551 | $5.3M |
| Horizon Investments, LLC | 0.15% | Reduce -3.6% | 211,133 | $5.3M |
| Lunt Capital Management, Inc. | 2.61% | Add +3.9% | 210,707 | $5.3M |
| Certified Advisory Corp | 0.64% | Add +3.1% | 203,174 | $5.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.56% | Add +51.3% | 200,171 | $5.0M |
| Simplicity Wealth,LLC | 0.11% | Add +11.1% | 199,497 | $5.0M |
| Founders Financial Securities LLC | 0.47% | Reduce -2.4% | 198,517 | $5.0M |
| FSB Premier Wealth Management, Inc. | 2.22% | Add +0.9% | 196,182 | $4.9M |
| Jacobi Capital Management LLC | 0.42% | Reduce -44.0% | 194,058 | $4.9M |
| Geneos Wealth Management Inc. | 0.21% | Reduce -5.8% | 191,459 | $4.8M |
| Values Added Financial LLC | 3.43% | Reduce -12.1% | 189,532 | $4.8M |
| Sentinel Pension Advisors, LLC | 0.96% | Reduce -22.8% | 184,317 | $4.6M |
| Busey Bank | 0.16% | Reduce -7.0% | 182,308 | $4.6M |
| AE Wealth Management LLC | 0.05% | Reduce -1.9% | 182,224 | $4.6M |
| Avior Wealth Management, LLC | 0.19% | Add +1435.5% | 180,595 | $4.5M |
| JT Stratford LLC | 0.83% | Add +2.5% | 176,480 | $4.4M |
| Zhang Financial LLC | 0.30% | Add +4.1% | 173,218 | $4.3M |
| Citigroup Inc. | 0.00% | Add +3.8% | 172,836 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.2% | 169,465 | $4.3M |
| USAdvisors Wealth Management, LLC | 1.46% | Add +3.3% | 165,911 | $4.2M |
| Parallel Advisors, LLC | 0.10% | Add +6.6% | 163,152 | $4.1M |
| HBW Advisory Services LLC | 0.67% | Add +7.0% | 160,962 | $4.0M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +62.2% | 160,634 | $4.0M |
| Avantax Advisory Services, Inc. | 0.03% | Add +182.8% | 153,444 | $3.8M |
| Sowell Financial Services LLC | 0.18% | Add +6.1% | 151,969 | $3.8M |
| Independent Wealth Network Inc. | 1.73% | Reduce -4.8% | 147,432 | $3.7M |
| Barden Capital Management, Inc. | 3.45% | Add +3.6% | 145,686 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +26.9% | 143,288 | $3.6M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +26.9% | 143,288 | $3.6M |
| Foundations Investment Advisors, LLC | 0.09% | Reduce -4.5% | 143,259 | $3.6M |
| Integrated Capital Management, Inc. | 2.86% | Add +33.9% | 142,820 | $3.6M |
| IAG Wealth Partners, LLC | 0.72% | Add +19.0% | 142,813 | $3.6M |
| Aquire Wealth Advisors, LLC | 1.20% | Reduce -0.6% | 142,726 | $3.6M |
| Destination Wealth Management | 0.11% | Reduce -35.5% | 134,726 | $3.4M |
| Valtinson Bruner Financial Planning LLC | 1.34% | Reduce -30.5% | 134,330 | $3.4M |
| Hibernia Wealth Partners, LLC | 1.17% | Add +118.5% | 134,012 | $3.4M |
| NYL Investors LLC | 0.23% | No change | 130,300 | $3.3M |
| Auour Investments LLC | 1.21% | Add +4.0% | 129,409 | $3.2M |
| Bank of Montreal | 0.00% | Add +5493.0% | 127,967 | $3.2M |
| Better Money Decisions, LLC | 2.38% | Add +14.6% | 126,180 | $3.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.86% | Add +6.0% | 123,880 | $3.1M |
| Centaurus Financial, Inc. | 0.20% | Add +7.7% | 121,483 | $3.0M |
| Flagship Harbor Advisors, LLC | 0.18% | Reduce -0.6% | 119,941 | $3.0M |
| Cahill Financial Advisors Inc. | 0.39% | Add +5.0% | 112,087 | $2.8M |
| CGN Advisors LLC | 0.33% | Reduce -0.9% | 112,017 | $2.8M |
| Financial Advocates Investment Management | 0.17% | Reduce -55.7% | 111,154 | $2.8M |
| Tempus Wealth Planning, LLC | 1.13% | Reduce -14.4% | 107,970 | $2.7M |
| Compass Financial Group, Inc. | 1.28% | No change | 102,120 | $2.6M |
| McAdam, LLC | 0.15% | Reduce -1.1% | 99,518 | $2.5M |
| Smartleaf Asset Management LLC | 0.40% | Add +41.9% | 96,917 | $2.4M |
| Breakwater Investment Management | 1.08% | Reduce -8.1% | 96,411 | $2.4M |
| Cooper Financial Group | 0.35% | Add +22.9% | 96,004 | $2.4M |
| Orin Green Financial, LLC | 1.08% | New | 93,534 | $2.3M |
| Northwest Capital Management Inc | 0.83% | Reduce -52.4% | 90,801 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +40.7% | 90,386 | $2.3M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | No change | 89,494 | $2.2M |
| Fermata Advisors, LLC | 0.51% | Add +4.2% | 88,721 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +15.2% | 86,790 | $2.2M |
| Comerica Bank | 0.01% | Add +2.4% | 85,468 | $2.1M |
| FWG Investments, LLC. | 2.11% | Add +11.1% | 83,360 | $2.1M |
| Strategic Financial Concepts, LLC | 1.19% | Add +83.4% | 194,236 | $2.1M |
| Citadel Advisors | 0.00% | New | 78,320 | $2.0M |
| Partners in Financial Planning | 0.42% | Reduce -1.0% | 76,885 | $1.9M |
| E&G Advisors, LLC | 0.56% | Reduce -0.2% | 76,035 | $1.9M |
| Redwood Investment Management, LLC | 0.16% | Add +31.8% | 75,201 | $1.9M |
| GeoWealth Management, LLC | 0.08% | Reduce -10.7% | 74,700 | $1.9M |
| Merit Financial Group, LLC | 0.04% | Add +31.4% | 73,079 | $1.8M |
| Perennial Investment Advisors, LLC | 0.26% | Reduce -11.7% | 72,777 | $1.8M |
| Flagship Private Wealth, LLC | 1.08% | Reduce -12.8% | 72,753 | $1.8M |
| Altus Wealth Group LLC | 0.90% | Add +4.8% | 71,722 | $1.8M |
| IFP Advisors, Inc | 0.07% | Add +55.8% | 71,479 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | New | 71,334 | $1.8M |
| Lanark Financial, Inc. | 0.16% | Add +49.8% | 70,270 | $1.8M |
| Modern Wealth Management, LLC | 0.13% | New | 69,092 | $1.7M |
| Precedent Wealth Partners, LLC | 0.68% | Add +32.8% | 67,706 | $1.7M |
| Raleigh Capital Management Inc. | 0.72% | Add +11.8% | 67,555 | $1.7M |
| Laraway Financial Advisors Inc | 1.43% | Reduce -1.5% | 66,795 | $1.7M |
| Koshinski Asset Management, Inc. | 0.15% | Add +461.6% | 66,052 | $1.7M |
| Keystone Wealth Services, LLC | 0.52% | Reduce -20.6% | 65,976 | $1.7M |
| Brown Financial Advisors | 0.69% | — | 61,752 | $1.5M |
| Source Financial Advisors LLC | 0.47% | Reduce -3.4% | 61,554 | $1.5M |
| Strategic Wealth Partners, Ltd. | 0.16% | Reduce -1.4% | 59,848 | $1.5M |
| Destiny Wealth Partners, LLC | 0.27% | Reduce -2.0% | 59,747 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -2.7% | 59,711 | $1.5M |
| Meridian Wealth Management, LLC | 0.18% | New | 58,162 | $1.5M |
| Wealth Advisory Solutions, LLC | 0.39% | Add +3.9% | 57,337 | $1.4M |
| Winch Advisory Services, LLC | 0.41% | Add +16.4% | 56,709 | $1.4M |
| Pinnacle Family Advisors, LLC | 0.79% | Reduce -7.9% | 56,693 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | No change | 56,368 | $1.4M |
| Carnegie Investment Counsel | 0.04% | Add +1.9% | 55,741 | $1.4M |
| Walkner Condon Financial Advisors LLC | 0.29% | Reduce -14.1% | 53,053 | $1.3M |
| Visionary Wealth Advisors | 0.09% | Add +4.5% | 52,382 | $1.3M |
| Lifeworks Advisors, LLC | 0.36% | Reduce -4.1% | 51,886 | $1.3M |
| Private Trust Co. NA | 0.14% | Reduce -26.3% | 51,452 | $1.3M |
| Absolute Capital Management, LLC | 0.77% | Reduce -2.4% | 50,911 | $1.3M |
| Tidemark, LLC | 0.57% | Reduce -34.8% | 49,361 | $1.2M |
| Priebe Wealth Holdings LLC | 0.97% | Add +33.6% | 48,847 | $1.2M |
| World Investment Advisors | 0.08% | New | 48,803 | $1.2M |
| Wealthspire Retirement, LLC | 0.10% | Add +0.9% | 47,782 | $1.2M |
| Richard P Slaughter Associates Inc | 0.28% | Add +10.9% | 47,299 | $1.2M |
| Paladin Advisory Group, LLC | 0.92% | Reduce -3.4% | 47,575 | $1.2M |
| TKG Advisors, LLC | 0.63% | Reduce -1.1% | 46,592 | $1.2M |
| Nicolet Advisory Services, LLC | 0.11% | Reduce -61.0% | 46,384 | $1.2M |
| Independent Financial Group, LLC | 0.05% | Add +53.5% | 45,888 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -1.6% | 45,585 | $1.1M |
| G&S Capital LLC | 0.49% | Add +14.8% | 44,832 | $1.1M |
| Rooted Wealth Advisors, Inc. | 0.48% | Reduce -9.1% | 42,914 | $1.1M |
| HF Advisory Group, LLC | 0.55% | Add +23.6% | 42,399 | $1.1M |
| Tilson Financial Group, Inc. | 1.06% | Reduce -60.4% | 41,932 | $1.1M |
| Optivise Advisory Services LLC | 0.57% | — | 41,730 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +32.8% | 41,555 | $1.0M |
| Global Strategic Investment Solutions, LLC | 0.12% | Add +231.8% | 40,617 | $1.0M |
| Marcum Wealth, LLC | 0.10% | Reduce -8.9% | 40,050 | $1.0M |
| Natixis Advisors, LLC | 0.00% | Reduce -4.0% | 39,845 | $1.0M |
| Steele Capital Management, Inc. | 0.05% | Add +29.3% | 38,278 | $960K |
| Lynx Investment Advisory | 0.70% | — | 37,927 | $952K |
| Prudential Financial Inc. | 0.00% | Add +24.6% | 36,458 | $915K |
| Epic Trust Investment Advisors, LLC | 0.99% | Add +0.1% | 35,968 | $902K |
| Atria Investments, Inc | 0.01% | Reduce -11.4% | 35,183 | $883K |
| Harbour Investments, Inc. | 0.03% | Add +27.8% | 35,151 | $882K |
| CW Advisors, LLC | 0.01% | Add +0.2% | 34,591 | $868K |
| Mutual Advisors, LLC | 0.03% | Add +1.6% | 33,897 | $862K |
| Belpointe Asset Management LLC | 0.06% | Add +11.3% | 33,464 | $840K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -15.3% | 33,089 | $830K |
| Shelter Mutual Insurance Co | 0.21% | No change | 32,900 | $825K |
| Austin Wealth Management, LLC | 0.19% | Reduce -0.4% | 32,519 | $824K |
| Kelly Financial Services LLC | 0.29% | Reduce -17.6% | 31,825 | $798K |
| Wedbush Securities Inc. | 0.03% | Add +0.1% | 28,658 | $719K |
| New Century Financial Group, LLC | 0.30% | New | 28,313 | $710K |
| Wealthgarden F.S. LLC | 0.72% | — | 27,288 | $685K |
| Argent Trust Co | 0.03% | Add +1.8% | 26,471 | $664K |
| Richardson Financial Services Inc. | 0.47% | Reduce -4.0% | 26,079 | $654K |
| Mattson Financial Services, LLC | 0.23% | — | 25,936 | $651K |
| MSH Capital Advisors LLC | 0.22% | New | 25,838 | $648K |
| Private Wealth Group, LLC | 0.34% | Reduce -39.0% | 25,606 | $642K |
| Farrell Financial LLC | 0.50% | Add +21.6% | 25,520 | $640K |
| Coppell Advisory Solutions LLC | 0.10% | — | 25,366 | $636K |
| Forza Wealth Management, LLC | 0.33% | No change | 25,150 | $631K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -1.6% | 25,071 | $629K |
| AdvisorNet Financial, Inc | 0.06% | Reduce -2.4% | 24,599 | $617K |
| Ascentis Independent Advisors | 0.13% | — | 24,556 | $616K |
| Means Investment Co., Inc. | 0.07% | Reduce -14.5% | 23,937 | $601K |
| LexAurum Advisors, LLC | 0.14% | Add +15.7% | 22,852 | $573K |
| Waterloo Capital, L.P. | 0.07% | Add +66.9% | 22,585 | $567K |
| International Private Wealth Advisors LLC | 0.93% | Add +38.7% | 21,944 | $551K |
| CoreCap Advisors, LLC | 0.06% | Reduce -28.7% | 21,927 | $550K |
| Virtue Capital Management, LLC | 0.09% | Add +14.0% | 21,300 | $539K |
| HRT Financial LP | 0.00% | New | 21,215 | $532K |
| Western Wealth Management, LLC | 0.04% | Reduce -2.6% | 20,604 | $517K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -4.3% | 20,456 | $513K |
| Snider Financial Group | 0.20% | Reduce -5.7% | 20,386 | $511K |
| Freestone Capital Holdings, LLC | 0.02% | Add +2.8% | 20,347 | $511K |
| Garrett Wealth Advisory Group, LLC | 0.18% | Reduce -17.6% | 20,102 | $504K |
| Investment House LLC | 0.03% | New | 19,800 | $497K |
| Narus Financial Partners, LLC | 0.20% | Add +5.0% | 19,741 | $495K |
| Ascent Group, LLC | 0.04% | Reduce -14.7% | 19,690 | $494K |
| Falcon Wealth Planning | 0.06% | Reduce -42.9% | 19,302 | $484K |
| National Bank of Canada | 0.00% | Reduce -1.9% | 19,408 | $482K |
| Wrenne Financial Planning LLC | 0.33% | Reduce -4.4% | 18,799 | $472K |
| Atlas Private Wealth Advisors | 0.08% | Add +99.5% | 18,410 | $462K |
| Brown Financial Advisory | 0.35% | Add +0.3% | 18,145 | $455K |
| Investments & Financial Planning, LLC | 0.30% | Reduce -5.9% | 17,816 | $447K |
| Fisher Asset Management | 0.00% | New | 17,687 | $444K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -4.0% | 17,669 | $443K |
| JBR Co Financial Management Inc | 0.31% | Add +21.3% | 17,594 | $441K |
| Millington Financial Advisors, LLC | 0.30% | Reduce -2.4% | 17,217 | $432K |
| Buttonwood Financial Group, LLC | 0.24% | Reduce -74.5% | 17,251 | $429K |
| OMNI 360 Wealth, Inc. | 0.32% | Reduce -33.0% | 17,012 | $427K |
| Vicus Capital | 0.04% | Add +1.7% | 16,789 | $421K |
| Crabel Capital Management, LLC | 0.51% | Add +41.0% | 16,706 | $419K |
| Betterment LLC | 0.00% | Add +19.2% | 16,628 | $417K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 16,339 | $406K |
| Brookstone Capital Management | 0.01% | Reduce -14.5% | 15,860 | $403K |
| World Equity Group, Inc. | 0.12% | Add +4.9% | 15,585 | $391K |
| Two Sigma Securities, LLC | 0.02% | Add +0.2% | 15,563 | $390K |
| Roman Butler Fullerton & Co. | 0.13% | Add +0.1% | 15,343 | $387K |
| Collaborative Wealth Managment Inc. | 0.19% | Add +0.4% | 15,407 | $387K |
| PFG Private Wealth Management, LLC | 0.23% | Add +6.0% | 15,206 | $382K |
| KPP Advisory Services LLC | 0.10% | Add +46.8% | 15,135 | $380K |
| Zacks Investment Management | 0.00% | Reduce -11.7% | 14,818 | $372K |
| Insight Advisors, LLC/ PA | 0.07% | Add +5.2% | 14,697 | $369K |
| Worth Financial Advisory Group, LLC | 0.24% | Reduce -6.2% | 14,408 | $361K |
| Capital CS Group, LLC | 0.41% | Add +0.5% | 14,299 | $359K |
| Raymond James Trust N.A. | 0.01% | Add +33.5% | 14,256 | $358K |
| Flow Traders U.S. LLC | 0.02% | New | 14,234 | $357K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.9% | 14,058 | $353K |
| ProVise Management Group, LLC | 0.03% | Reduce -17.8% | 14,055 | $353K |
| Tucker Asset Management LLC | 0.07% | Add +9.0% | 13,039 | $327K |
| Lake Street Advisors Group, LLC | 0.02% | No change | 13,020 | $327K |
| Buckingham Strategic Wealth, LLC | 0.00% | New | 12,901 | $324K |
| Detalus Advisors, LLC | 0.11% | Add +0.0% | 12,796 | $321K |
| Silver Oak Securities, Incorporated | 0.05% | Add +28.2% | 12,681 | $318K |
| AQR Capital Management | 0.00% | Add +22.6% | 12,321 | $309K |
| Balentine LLC | 0.01% | Reduce -0.5% | 12,041 | $302K |
| AMJ Financial Wealth Management | 0.09% | Add +1.4% | 11,933 | $299K |
| SlateStone Wealth, LLC | 0.03% | Add +0.0% | 11,723 | $294K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 11,677 | $293K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -16.3% | 11,540 | $290K |
| Peak Financial Advisors LLC | 0.16% | New | 11,415 | $286K |
| D.A. Davidson & Co. | 0.00% | Add +13.8% | 11,042 | $277K |
| Texas Yale Capital Corp. | 0.01% | Reduce -3.5% | 11,000 | $276K |
| Maia Wealth LLC | 0.08% | — | 10,768 | $273K |
| Strategic Financial Planning, Inc. | 0.19% | Add +0.1% | 10,743 | $270K |
| Client 1ST Advisory Group, LLC | 0.11% | Add +1.2% | 10,413 | $261K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -17.3% | 10,401 | $261K |
| WealthCare Investment Partners, LLC | 0.12% | Add +0.6% | 10,382 | $260K |
| Empirical Asset Management, LLC | 0.10% | Reduce -3.0% | 10,327 | $259K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 10,180 | $255K |
| Strategic Wealth Investment Group, LLC | 0.03% | — | 10,210 | $254K |
| Corient Private Wealth LP | 0.00% | Reduce -6.6% | 10,078 | $254K |
| Balboa Wealth Partners | 0.07% | Reduce -0.7% | 10,085 | $253K |
| Professional Financial Advisors, LLC | 0.07% | Reduce -0.2% | 9,984 | $250K |
| Gallagher Fiduciary Advisors, LLC | 0.06% | Reduce -4.0% | 9,802 | $246K |
| Apeiron RIA LLC | 0.08% | Reduce -3.5% | 9,768 | $245K |
| GEM Asset Management, LLC | 0.15% | No change | 9,709 | $244K |
| Valley Wealth Managers, Inc. | 0.02% | No change | 9,677 | $243K |
| Capital Planning Advisors, LLC | 0.04% | Reduce -20.2% | 9,643 | $242K |
| FreeGulliver LLC | 0.16% | New | 9,554 | $240K |
| Syverson Strege & Co | 0.08% | Add +1.0% | 9,540 | $239K |
| Rosenberg Matthew Hamilton | 0.07% | Reduce -0.7% | 9,511 | $236K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 9,365 | $235K |
| Ancora Advisors LLC | 0.01% | Add +0.8% | 9,335 | $234K |
| Lockerman Financial Group, Inc. | 0.42% | Add +1.5% | 9,121 | $229K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +3.2% | 9,073 | $228K |
| Sunbelt Securities, Inc. | 0.02% | No change | 9,005 | $226K |
| BKM Wealth Management, LLC | 0.11% | New | 8,934 | $224K |
| Csenge Advisory Group | 0.01% | Reduce -16.8% | 8,855 | $222K |
| Sax Wealth Advisors, LLC | 0.02% | New | 8,840 | $222K |
| Asset Dedication, LLC | 0.01% | No change | 8,577 | $215K |
| Blair William & Co. | 0.00% | Reduce -10.2% | 8,507 | $213K |
| Optimist Retirement Group LLC | 0.11% | Add +0.8% | 8,419 | $211K |
| Darwin Wealth Management, LLC | 0.10% | Reduce -12.4% | 8,234 | $207K |
| Financial Advisory Partners, LLC | 0.08% | Add +2.9% | 8,168 | $205K |
| Advisor OS, LLC | 0.02% | Reduce -1.7% | 8,076 | $203K |
| Founders Financial Alliance, LLC | 0.06% | Reduce -0.1% | 8,062 | $202K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -23.5% | 8,040 | $202K |
| Second Line Capital, LLC | 0.06% | Reduce -21.3% | 7,983 | $200K |
| JFS Wealth Advisors, LLC | 0.01% | Add +186.7% | 7,470 | $187K |
| Parkside Financial Bank & Trust | 0.03% | Add +882.2% | 6,964 | $175K |
| Bay Harbor Wealth Management, LLC | 0.06% | No change | 6,878 | $173K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -12.8% | 6,810 | $170K |
| Concord Wealth Partners | 0.03% | Add +4.0% | 6,283 | $158K |
| Gleason Group, Inc. | 0.03% | New | 6,037 | $151K |
| Continuum Advisory, LLC | 0.02% | No change | 5,287 | $133K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -49.6% | 4,022 | $101K |
| FMR LLC | 0.00% | Reduce -2.0% | 3,982 | $100K |
| WealthCollab, LLC | 0.07% | No change | 3,701 | $93K |
| Castleview Partners, LLC | 0.05% | Reduce -16.3% | 3,633 | $91K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.9% | 80,641 | $81K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 3,200 | $80K |
| PSI Advisors, LLC | 0.02% | No change | 3,010 | $76K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,989 | $75K |
| Key Financial Inc | 0.02% | No change | 2,984 | $75K |
| Iron Horse Wealth Management, LLC | 0.03% | Add +0.3% | 2,914 | $73K |
| WFA of San Diego, LLC | 0.07% | — | 2,885 | $72K |
| Wetzel Investment Advisors, Inc. | 0.04% | No change | 2,730 | $69K |
| Keener Financial Planning LLC | 0.04% | Reduce -37.4% | 2,617 | $65K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,239 | $56K |
| St Germain D J Co. Inc. | 0.00% | Reduce -5.3% | 2,143 | $54K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,069 | $52K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,987 | $50K |
| Farther Finance Advisors, LLC | 0.00% | Add +20.1% | 1,929 | $48K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -0.1% | 1,910 | $48K |
| Principal Securities, Inc. | 0.00% | Add +5.1% | 1,832 | $46K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +20.9% | 1,776 | $45K |
| International Assets Investment Management, LLC | 0.00% | New | 1,522 | $38K |
| Ashton Thomas Securities, LLC | 0.01% | — | 1,289 | $32K |
| Cape Investment Advisory, Inc. | 0.01% | Add +28.4% | 1,246 | $31K |
| 1620 Investment Advisors, Inc. | 0.02% | New | 1,163 | $29K |
| NorthRock Partners, LLC | 0.00% | No change | 1,161 | $29K |
| Sound Income Strategies, LLC | 0.00% | Reduce -57.3% | 1,045 | $26K |
| Wolff Wiese Magana LLC | 0.02% | Add +19.7% | 1,026 | $26K |
| ORG Partners LLC | 0.00% | New | 965 | $24K |
| Activest Wealth Management | 0.01% | No change | 915 | $23K |
| Arax Advisory Partners | 0.00% | Add +8.9% | 816 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -76.5% | 792 | $20K |
| Phillips Financial Management, LLC | 0.00% | Add +58.4% | 738 | $19K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -94.7% | 615 | $15K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.7% | 609 | $15K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 598 | $15K |
| Capital Analysts, LLC | 0.00% | Reduce -25.6% | 599 | $15K |
| Global Financial Private Client, LLC | 0.01% | No change | 578 | $15K |
| Valley National Advisers Inc. | 0.00% | Add +1.0% | 588 | $14K |
| Cornerstone Planning Group LLC | 0.00% | New | 517 | $13K |
| Horizon Financial Services, LLC | 0.01% | No change | 416 | $10K |
| Dogwood Wealth Management LLC | 0.01% | Reduce -97.7% | 390 | $10K |
| Beacon Capital Management, LLC | 0.00% | Add +30.1% | 359 | $9K |
| First Horizon Advisors, Inc. | 0.00% | No change | 310 | $8K |
| TD Private Client Wealth LLC | 0.00% | Reduce -3.4% | 287 | $7K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 279 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 277 | $7K |
| North Star Investment Management Corp. | 0.00% | Add +0.8% | 267 | $7K |
| Hobbs Group Advisors, LLC | 0.00% | — | 264 | $7K |
| Realta Investment Advisors | 0.00% | Add +0.4% | 250 | $6K |
| BlackRock Inc. | 0.00% | Add +1.2% | 249 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1827.3% | 212 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 157 | $4K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -82.4% | 153 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.7% | 142 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 104 | $3K |
| Investors Research Corp | 0.00% | Reduce -85.2% | 84 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 81 | $2K |
| Bfsg, LLC | 0.00% | Reduce -76.7% | 70 | $2K |
| Spotlight Asset Group, Inc. | 0.00% | New | 50 | $1K |
| VitalStone Financial, LLC | 0.00% | No change | 44 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 28 | $1K |
| SouthState Bank Corp | 0.00% | New | 16 | $401 |
| Bogart Wealth, LLC | 0.00% | New | 8 | $201 |
| Rothschild Investment LLC | 0.00% | New | 4 | $108 |
| Triad Wealth Partners, LLC | 0.00% | Reduce -100.0% | 3 | $75 |
| Rakuten Securities, Inc. | 0.00% | No change | 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.