SS SPDR P Agg Bond ETFSPABETF
13F holders, Q3 2024 (September 30)462holders +7
32new positions
26sold out
2famous investors
$26.11avg. 13F price*
At the end of Q3 2024, 462 institutions reported holding SS SPDR P Agg Bond ETF (SPAB) in their 13F filings, up 7 from Q2 2024. 32 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($685.5M), Cwm, LLC ($393.8M) and State Street Corp. ($337.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR P Agg Bond ETF
- Filed as
- SPDR SER TR (Q3 2024)
- CUSIP
- 78464A649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $53.3M |
| Exits | 26 | $70.0M |
All 13F filers, Q2 2024 → Q3 2024: 33,417,222 shares bought and 8,829,952 shares sold, net +24,587,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 462 holders
| LPL Financial LLC | 0.31% | Add +14.8% | 26,224,086 | $685.5M |
| Cwm, LLC | 1.69% | Add +7.5% | 15,064,765 | $393.8M |
| State Street Corp. | 0.01% | Add +146.0% | 12,905,785 | $337.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 7.19% | Add +10.4% | 11,932,079 | $311.9M |
| Envestnet Asset Management Inc. | 0.10% | Add +6.1% | 11,524,017 | $301.2M |
| Cerity Partners LLC | 0.53% | Add +3.0% | 9,168,529 | $239.7M |
| RiverFront Investment Group, LLC | 4.55% | Add +2.5% | 7,398,392 | $193.4M |
| Gradient Investments LLC | 2.32% | Add +7.7% | 4,258,147 | $111.3M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Reduce -9.1% | 3,918,255 | $102.4M |
| Osaic Holdings, Inc. | 0.23% | Add +4.4% | 3,917,972 | $102.4M |
| Private Advisor Group, LLC | 0.60% | Reduce -4.9% | 3,674,972 | $96.1M |
| Syon Capital LLC | 8.12% | Add +2.6% | 3,511,071 | $91.8M |
| Rational Advisors, Inc. | 8.95% | Reduce -3.1% | 3,463,260 | $90.5M |
| Willow Creek Wealth Management Inc. | 9.24% | Add +4.1% | 3,363,571 | $87.9M |
| Tobias Financial Advisors, Inc. | 16.61% | Add +4.3% | 3,170,184 | $82.9M |
| Equitable Holdings, Inc. | 0.75% | Add +9.2% | 2,945,120 | $77.0M |
| JPMorgan Chase & Co. | 0.01% | Add +39.0% | 2,808,168 | $73.4M |
| Good Life Advisors, LLC | 4.46% | Add +5.0% | 2,774,119 | $72.5M |
| Baker Avenue Asset Management, LP | 2.24% | Add +3.8% | 2,699,261 | $70.6M |
| KWB Wealth | 8.36% | Add +8.5% | 2,556,717 | $64.1M |
| AlphaStar Capital Management, LLC | 4.85% | Add +6.0% | 2,338,720 | $61.1M |
| N.E.W. Advisory Services LLC | 5.96% | Add +8.0% | 2,313,637 | $60.5M |
| McNamara Financial Services, Inc. | 11.84% | Add +1.2% | 2,298,957 | $60.1M |
| UNIVEST FINANCIAL Corp | 3.95% | Add +501.4% | 2,296,401 | $60.0M |
| Wealthcare Advisory Partners LLC | 1.66% | Add +7.2% | 2,222,984 | $58.1M |
| Raymond James & Associates | 0.03% | Reduce -7.9% | 2,152,302 | $56.3M |
| Trilogy Capital Inc. | 2.80% | Add +2.6% | 2,127,219 | $55.6M |
| Great Lakes Retirement, Inc. | 6.75% | Add +2.5% | 2,014,851 | $52.7M |
| Assetmark, Inc. | 0.15% | Add +51.2% | 1,967,933 | $51.4M |
| Great Valley Advisor Group, Inc. | 1.25% | Add +7.2% | 1,949,848 | $51.0M |
| Stadion Money Management, LLC | 3.74% | Add +9.0% | 1,902,968 | $49.6M |
| NewEdge Advisors, LLC | 0.32% | Add +23.9% | 1,875,253 | $49.0M |
| Waverly Advisors, LLC | 0.81% | Add +6.4% | 1,668,805 | $43.6M |
| Royal Bank of Canada | 0.01% | Reduce -9.2% | 1,641,393 | $42.9M |
| Financial Strategies Group, Inc. | 9.79% | Add +76.8% | 1,628,257 | $41.8M |
| Sanctuary Advisors, LLC | 0.25% | Add +22.5% | 1,586,394 | $40.1M |
| Convergence Financial, LLC | 8.45% | Add +124.3% | 1,522,309 | $39.8M |
| Park Avenue Securities LLC | 0.44% | Add +23.2% | 1,496,743 | $39.1M |
| Leading Edge Financial Planning LLC | 12.76% | Add +12.1% | 1,457,068 | $38.1M |
| Morgan Stanley | 0.00% | Add +0.4% | 1,428,779 | $37.3M |
| GM Advisory Group, LLC | 2.18% | Add +11.9% | 1,394,448 | $36.5M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Add +94.8% | 1,357,634 | $35.5M |
| Stratos Investment Management, LLC | 2.41% | Add +9.5% | 1,320,272 | $34.5M |
| OneDigital Investment Advisors LLC | 0.38% | Reduce -18.0% | 1,282,439 | $33.5M |
| Mariner, LLC | 0.06% | Add +21.1% | 1,199,557 | $31.4M |
| Wells Fargo & Company | 0.01% | Reduce -0.4% | 1,198,791 | $31.3M |
| US Bancorp \de | 0.04% | Reduce -3.1% | 1,195,139 | $31.2M |
| Money Design Co.,Ltd. | 1.54% | Add +2.4% | 1,181,832 | $30.9M |
| Cornerstone Advisors Asset Management, LLC | 6.31% | Add +42.5% | 1,091,838 | $28.5M |
| IHT Wealth Management, LLC | 0.80% | Add +33.7% | 1,080,829 | $28.3M |
| Reston Wealth Management LLC | 10.17% | Add +1.5% | 1,075,297 | $28.1M |
| Cetera Investment Advisers | 0.06% | Add +9.2% | 1,070,722 | $28.0M |
| Trinity Wealth Management, LLC | 12.45% | Add +30.0% | 1,038,488 | $27.1M |
| BNP Paribas Financial Markets | 0.03% | Add +70.8% | 1,008,603 | $26.4M |
| Truefg, LLC | 8.35% | Add +8.7% | 977,355 | $25.5M |
| Bensler, LLC | 3.19% | Add +10.1% | 966,790 | $25.3M |
| Bristlecone Advisors, LLC | 2.00% | Add +3.4% | 951,928 | $24.9M |
| Arrien Investments, Inc. | 17.53% | Add +5.8% | 928,842 | $24.3M |
| Waller Financial Planning Group, Inc. | 6.00% | Add +0.8% | 926,090 | $24.2M |
| Lodestar Private Asset Management LLC | 3.07% | Add +4.8% | 923,314 | $24.1M |
| Heartwood Wealth Advisors LLC | 2.65% | Add +1.0% | 916,564 | $24.0M |
| Clear Creek Financial Management, LLC | 2.51% | Add +5.5% | 849,655 | $22.2M |
| Banco Santander, S.A. | 0.26% | Add +17.3% | 844,347 | $22.1M |
| Bank of New York Mellon Corp | 0.00% | Add +1.0% | 826,065 | $21.6M |
| Citadel Advisors | 0.02% | Add +943.8% | 817,469 | $21.4M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +11.2% | 807,738 | $21.1M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -3.5% | 794,010 | $20.8M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +11.9% | 782,581 | $20.5M |
| Arete Wealth Advisors, LLC | 1.75% | Add +46.5% | 782,568 | $20.4M |
| Advisory Alpha, LLC | 0.72% | Add +11.8% | 774,981 | $20.3M |
| Aspire Private Capital, LLC | 4.75% | Add +44.5% | 763,297 | $20.0M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.1% | 698,900 | $18.3M |
| Cutler Investment Counsel LLC | 2.30% | Add +36.0% | 697,904 | $18.2M |
| Money Concepts Capital Corp. | 1.38% | Reduce -0.0% | 693,984 | $18.1M |
| Pinnacle Wealth Planning Services, Inc. | 2.41% | Add +7.0% | 679,419 | $17.8M |
| Bank of America Corp. | 0.00% | Reduce -12.2% | 669,889 | $17.5M |
| WealthPlan Investment Management, LLC | 1.77% | New | 667,526 | $17.4M |
| MML Investors Services, LLC | 0.06% | Add +1.4% | 665,226 | $17.4M |
| Bull Oak Capital, LLC | 9.75% | Add +56.3% | 649,422 | $17.0M |
| Creative Planning | 0.02% | Reduce -3.8% | 603,298 | $15.8M |
| Larson Financial Group LLC | 0.89% | Reduce -7.6% | 601,607 | $15.7M |
| Rinkey Investments | 4.93% | Reduce -7.7% | 582,750 | $15.2M |
| Americana Partners, LLC | 1.03% | Reduce -0.9% | 578,906 | $15.1M |
| Algorithmic Investment Models, LLC | 10.93% | No change | 569,733 | $14.9M |
| Choreo, LLC | 0.21% | Reduce -9.1% | 553,236 | $14.5M |
| Copley Financial Group, Inc. | 13.03% | — | 548,400 | $14.3M |
| Aveo Capital Partners, LLC | 1.52% | Add +11.1% | 545,722 | $14.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.20% | Add +170.3% | 541,098 | $14.1M |
| Stewardship Advisors, LLC | 3.98% | Add +92.2% | 539,338 | $14.1M |
| Weitzel Financial Services, Inc. | 6.39% | Add +2.3% | 519,986 | $13.6M |
| AIFG Consultants Ltd. | 10.30% | Add +0.1% | 518,946 | $13.6M |
| Jane Street Group, LLC | 0.02% | Add +121.5% | 470,780 | $12.3M |
| Moneta Group Investment Advisors LLC | 0.18% | Reduce -9.6% | 467,685 | $12.2M |
| WCG Wealth Advisors LLC | 0.81% | Reduce -13.1% | 460,168 | $12.0M |
| SigFig Wealth Management, LLC | 0.43% | Reduce -22.4% | 441,310 | $11.9M |
| Melone Private Wealth, LLC | 6.24% | Add +5.5% | 449,403 | $11.7M |
| Stifel Financial Corp. | 0.01% | Add +68.5% | 446,264 | $11.7M |
| Lwmg, LLC | 2.20% | Add +23.0% | 442,554 | $11.6M |
| HighTower Advisors, LLC | 0.02% | Add +23.7% | 434,724 | $11.4M |
| Tsfg, LLC | 2.45% | Add +2.9% | 429,954 | $11.2M |
"% 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.