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 |
| RFG Advisory, LLC | 0.34% | Add +3.8% | 429,320 | $11.2M |
| Rockbridge Investment Management, LCC | 1.44% | Reduce -4.2% | 424,969 | $11.1M |
| Jones Financial Companies LLLP | 0.01% | Add +46.2% | 421,035 | $11.0M |
| Astoria Strategic Wealth, Inc. | 3.20% | Reduce -13.8% | 417,675 | $10.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.50% | Add +4.7% | 417,314 | $10.9M |
| Facet Wealth, Inc. | 0.30% | Reduce -74.1% | 416,273 | $10.5M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -3.9% | 393,890 | $10.3M |
| PAX Financial Group, LLC | 1.74% | Reduce -6.2% | 370,875 | $9.7M |
| Balefire, LLC | 3.23% | Add +17.5% | 365,624 | $9.6M |
| Destiny Capital Corp | 5.79% | Reduce -0.9% | 368,963 | $9.3M |
| Towercrest Capital Management | 1.50% | Reduce -7.2% | 355,171 | $9.3M |
| Cahaba Wealth Management, Inc. | 0.75% | Reduce -4.5% | 345,843 | $9.0M |
| Northeast Financial Group, Inc. | 3.48% | Reduce -18.0% | 345,662 | $9.0M |
| Savant Capital, LLC | 0.07% | Add +0.4% | 340,436 | $8.9M |
| Eldridge Investment Advisors, Inc. | 2.08% | Reduce -0.1% | 340,046 | $8.9M |
| Integrated Wealth Concepts LLC | 0.10% | Add +0.4% | 323,173 | $8.4M |
| Sharkey, Howes & Javer | 1.19% | New | 319,467 | $8.4M |
| Signature Estate & Investment Advisors LLC | 0.19% | Add +4.2% | 319,347 | $8.3M |
| Burt Wealth Advisors | 2.04% | Reduce -1.5% | 316,574 | $8.3M |
| Integrated Advisors Network LLC | 0.40% | Add +18.4% | 315,161 | $8.2M |
| Alliance Wealth Management Group | 2.15% | Add +0.7% | 309,227 | $8.1M |
| Tennessee Valley Asset Management Partners | 1.33% | Add +4.5% | 308,459 | $8.1M |
| Investment Planning Advisors, Inc. | 3.94% | No change | 308,093 | $7.7M |
| Truist Financial Corp. | 0.01% | Add +2.6% | 287,988 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +20.4% | 285,409 | $7.5M |
| Pure Financial Advisors, LLC | 0.18% | Reduce -3.6% | 280,908 | $7.3M |
| Vertex Planning Partners, LLC | 1.72% | Reduce -28.7% | 275,187 | $7.2M |
| Security Financial Services, INC. | 1.45% | Reduce -0.2% | 271,650 | $7.1M |
| Cyr Financial Inc. | 6.59% | New | 269,855 | $7.1M |
| UBS Group AG | 0.00% | Reduce -78.6% | 259,104 | $6.8M |
| Appleton Partners Inc. | 0.50% | Add +4.0% | 258,178 | $6.7M |
| Captrust Financial Advisors | 0.02% | Add +6.5% | 256,935 | $6.7M |
| Wealth Alliance Advisory Group, LLC | 1.38% | Add +3.0% | 252,034 | $6.6M |
| Amtrust Financial Services, Inc. | 3.16% | No change | 250,600 | $6.6M |
| Lifeworks Advisors, LLC | 1.28% | Add +381.0% | 249,579 | $6.5M |
| Cibc World Markets Corp. | 0.05% | Reduce -15.1% | 248,925 | $6.5M |
| Cibc World Market Inc. | 0.01% | Reduce -11.8% | 245,700 | $6.4M |
| Kure Advisory, LLC | 5.71% | Add +2.3% | 244,163 | $6.4M |
| Allworth Financial LP | 0.04% | Reduce -6.6% | 241,936 | $6.3M |
| Crestwood Advisors Group, LLC | 0.12% | Reduce -2.9% | 235,695 | $6.2M |
| Gateway Wealth Partners, LLC | 1.70% | Add +7.0% | 235,386 | $6.2M |
| Certified Advisory Corp | 0.68% | Add +15.6% | 234,836 | $6.1M |
| Townsquare Capital LLC | 0.07% | Reduce -2.9% | 228,351 | $6.0M |
| Values Added Financial LLC | 3.72% | Add +19.1% | 225,730 | $5.9M |
| Lunt Capital Management, Inc. | 2.66% | Add +3.4% | 217,792 | $5.7M |
| Squarepoint Ops LLC | 0.02% | New | 217,098 | $5.7M |
| Citigroup Inc. | 0.01% | Add +24.6% | 215,343 | $5.6M |
| Horizon Investments, LLC | 0.15% | Add +0.9% | 213,128 | $5.6M |
| Global Retirement Partners, LLC | 0.17% | Reduce -2.6% | 212,442 | $5.6M |
| ERn Financial, LLC | 0.84% | Reduce -7.3% | 212,237 | $5.5M |
| FSB Premier Wealth Management, Inc. | 2.24% | Add +6.4% | 208,650 | $5.5M |
| TrueWealth Advisors, LLC | 1.78% | Reduce -40.0% | 203,623 | $5.3M |
| Zhang Financial LLC | 0.33% | Add +16.7% | 202,117 | $5.3M |
| Jacobi Capital Management LLC | 0.40% | Add +3.2% | 200,182 | $5.2M |
| Founders Financial Securities LLC | 0.48% | Add +0.6% | 199,768 | $5.2M |
| Geneos Wealth Management Inc. | 0.20% | Add +3.9% | 198,997 | $5.2M |
| AE Wealth Management LLC | 0.05% | Add +8.8% | 198,321 | $5.2M |
| Avantax Advisory Services, Inc. | 0.03% | Add +29.0% | 197,943 | $5.2M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +21.2% | 194,667 | $5.1M |
| Belpointe Asset Management LLC | 0.30% | Add +479.9% | 194,070 | $5.1M |
| Integrated Capital Management, Inc. | 3.82% | Add +32.5% | 189,171 | $4.9M |
| JT Stratford LLC | 0.84% | Add +6.7% | 188,266 | $4.9M |
| Sentinel Pension Advisors, LLC | 0.91% | Reduce -1.9% | 180,845 | $4.7M |
| Avior Wealth Management, LLC | 0.18% | Reduce -2.5% | 176,022 | $4.6M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +21.4% | 173,951 | $4.5M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +21.4% | 173,951 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Add +2.6% | 173,949 | $4.5M |
| CFS Investment Advisory Services, LLC | 0.36% | New | 164,468 | $4.3M |
| Raleigh Capital Management Inc. | 1.65% | Add +143.0% | 164,165 | $4.3M |
| HBW Advisory Services LLC | 0.63% | Add +1.9% | 163,973 | $4.3M |
| Parallel Advisors, LLC | 0.10% | Reduce -0.4% | 162,482 | $4.2M |
| Barden Capital Management, Inc. | 3.72% | Add +11.1% | 161,912 | $4.2M |
| Sowell Financial Services LLC | 0.19% | Add +3.2% | 156,854 | $4.1M |
| IAG Wealth Partners, LLC | 0.75% | Add +9.3% | 156,148 | $4.1M |
| Simplicity Wealth,LLC | 0.37% | Reduce -24.1% | 151,324 | $4.0M |
| Independent Wealth Network Inc. | 1.70% | Reduce -0.3% | 146,959 | $3.8M |
| USAdvisors Wealth Management, LLC | 1.34% | Reduce -12.0% | 146,045 | $3.8M |
| Better Money Decisions, LLC | 2.61% | Add +11.4% | 140,574 | $3.7M |
| HRT Financial LP | 0.02% | Add +561.7% | 140,385 | $3.7M |
| Aquire Wealth Advisors, LLC | 1.14% | Reduce -2.7% | 138,904 | $3.6M |
| Destination Wealth Management | 0.11% | Add +1.0% | 136,099 | $3.6M |
| Busey Bank | 0.12% | Reduce -25.6% | 135,664 | $3.5M |
| Auour Investments LLC | 1.24% | Add +5.1% | 135,957 | $3.5M |
| GeoWealth Management, LLC | 0.12% | Add +72.7% | 129,018 | $3.4M |
| NYL Investors LLC | 0.21% | Reduce -1.0% | 129,000 | $3.4M |
| Foundations Investment Advisors, LLC | 0.07% | Reduce -11.1% | 127,318 | $3.3M |
| Hibernia Wealth Partners, LLC | 1.12% | Reduce -8.0% | 123,334 | $3.2M |
| Perigon Wealth Management, LLC | 0.08% | New | 115,890 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +33.3% | 115,683 | $3.0M |
| Financial Advocates Investment Management | 0.17% | Reduce -0.2% | 110,899 | $2.9M |
| CGN Advisors LLC | 0.29% | Reduce -0.8% | 111,115 | $2.9M |
| Cahill Financial Advisors Inc. | 0.40% | Reduce -0.9% | 111,095 | $2.9M |
| Flagship Harbor Advisors, LLC | 0.16% | Reduce -7.7% | 110,749 | $2.9M |
| Smartleaf Asset Management LLC | 0.35% | Add +12.4% | 108,943 | $2.9M |
| Tempus Wealth Planning, LLC | 0.99% | Reduce -4.3% | 103,342 | $2.7M |
| Compass Financial Group, Inc. | 1.24% | Add +0.0% | 102,140 | $2.7M |
| FWG Investments, LLC. | 2.29% | Add +21.3% | 101,090 | $2.6M |
| Brown Financial Advisors | 1.08% | Add +63.1% | 100,690 | $2.6M |
| Cooper Financial Group | 0.33% | Add +1.0% | 96,984 | $2.5M |
| McAdam, LLC | 0.14% | Reduce -2.8% | 96,744 | $2.5M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | Add +5.5% | 94,442 | $2.5M |
| Orin Green Financial, LLC | 1.06% | Add +0.1% | 93,644 | $2.4M |
| Breakwater Investment Management | 1.02% | Reduce -3.0% | 93,501 | $2.4M |
| Private Wealth Group, LLC | 1.22% | Add +264.6% | 93,354 | $2.4M |
| Northwest Capital Management Inc | 0.86% | Add +0.9% | 91,664 | $2.4M |
| Fermata Advisors, LLC | 0.47% | Reduce -0.1% | 88,592 | $2.3M |
| Axxcess Wealth Management, LLC | 0.06% | Add +92.2% | 87,591 | $2.3M |
| Precedent Wealth Partners, LLC | 0.74% | Add +27.5% | 86,341 | $2.3M |
| IFP Advisors, Inc | 0.08% | Add +15.6% | 82,639 | $2.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.54% | Reduce -33.4% | 82,503 | $2.2M |
| Partners in Financial Planning | 0.42% | Add +3.6% | 79,620 | $2.1M |
| Comerica Bank | 0.01% | Reduce -7.9% | 78,747 | $2.1M |
| Altus Wealth Group LLC | 0.88% | Add +9.3% | 78,431 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.5% | 78,159 | $2.0M |
| Merit Financial Group, LLC | 0.04% | Add +4.7% | 76,516 | $2.0M |
| E&G Advisors, LLC | 0.55% | Reduce -0.6% | 75,595 | $2.0M |
| Flagship Private Wealth, LLC | 0.97% | Reduce -0.8% | 72,134 | $1.9M |
| Strategic Wealth Partners, Ltd. | 0.17% | Add +16.3% | 69,598 | $1.8M |
| Pinnacle Family Advisors, LLC | 0.92% | Add +20.2% | 68,144 | $1.8M |
| Redwood Investment Management, LLC | 0.16% | Reduce -10.7% | 67,133 | $1.8M |
| Laraway Financial Advisors Inc | 1.39% | Reduce -0.3% | 66,628 | $1.7M |
| Crabel Capital Management, LLC | 1.22% | Add +298.0% | 66,497 | $1.7M |
| Keystone Wealth Services, LLC | 0.47% | Reduce -0.8% | 65,467 | $1.7M |
| Independent Financial Group, LLC | 0.06% | Add +42.3% | 65,280 | $1.7M |
| Modern Wealth Management, LLC | 0.10% | Reduce -6.6% | 64,561 | $1.7M |
| Koshinski Asset Management, Inc. | 0.15% | Reduce -2.7% | 64,277 | $1.7M |
| Meridian Wealth Management, LLC | 0.08% | Add +9.3% | 63,588 | $1.7M |
| Perennial Investment Advisors, LLC | 0.21% | Reduce -13.9% | 62,689 | $1.6M |
| Lanark Financial, Inc. | 0.13% | Reduce -13.3% | 60,907 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +0.4% | 59,959 | $1.6M |
| Elios Financial Group Inc. | 0.72% | — | 59,746 | $1.6M |
| Winch Advisory Services, LLC | 0.43% | Add +4.2% | 59,096 | $1.5M |
| Wealth Advisory Solutions, LLC | 0.42% | Add +1.6% | 58,261 | $1.5M |
| Destiny Wealth Partners, LLC | 0.27% | Reduce -3.1% | 57,894 | $1.5M |
| Source Financial Advisors LLC | 0.44% | Reduce -8.3% | 56,462 | $1.5M |
| Landmark Wealth Management, Inc. | 0.72% | New | 54,935 | $1.4M |
| Kelly Financial Services LLC | 0.52% | Add +70.0% | 54,114 | $1.4M |
| Goldstone Financial Group, LLC | 0.24% | New | 53,419 | $1.4M |
| Ascentis Independent Advisors | 0.22% | Add +116.5% | 53,155 | $1.4M |
| AQR Capital Management | 0.00% | Add +326.9% | 52,601 | $1.4M |
| Harbour Investments, Inc. | 0.04% | Add +49.6% | 52,598 | $1.4M |
| Visionary Wealth Advisors | 0.08% | Reduce -0.2% | 52,289 | $1.4M |
| Silver Oak Securities, Incorporated | 0.14% | Add +310.3% | 52,032 | $1.4M |
| Wealthspire Retirement, LLC | 0.11% | Add +7.4% | 51,301 | $1.3M |
| G&S Capital LLC | 0.56% | Add +13.1% | 50,713 | $1.3M |
| Absolute Capital Management, LLC | 0.79% | Reduce -0.7% | 50,555 | $1.3M |
| Carnegie Investment Counsel | 0.04% | Reduce -10.1% | 50,090 | $1.3M |
| Lynx Investment Advisory | 0.94% | Add +31.1% | 49,711 | $1.3M |
| Priebe Wealth Holdings LLC | 0.93% | Add +0.3% | 49,012 | $1.3M |
| Walkner Condon Financial Advisors LLC | 0.26% | Reduce -7.6% | 48,999 | $1.3M |
| TKG Advisors, LLC | 0.61% | Add +2.2% | 47,618 | $1.2M |
| Triad Wealth Partners, LLC | 0.66% | Add +1571333.3% | 47,143 | $1.2M |
| Tidemark, LLC | 0.50% | Reduce -6.0% | 46,414 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.6% | 45,898 | $1.2M |
| World Investment Advisors | 0.04% | Reduce -7.9% | 44,960 | $1.2M |
| Steele Capital Management, Inc. | 0.06% | Add +16.9% | 44,734 | $1.2M |
| HF Advisory Group, LLC | 0.54% | Add +4.4% | 44,267 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.7% | 42,257 | $1.1M |
| MSH Capital Advisors LLC | 0.34% | Add +63.1% | 42,150 | $1.1M |
| International Private Wealth Advisors LLC | 1.60% | Add +90.2% | 41,734 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +14.2% | 41,620 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +3.6% | 41,262 | $1.1M |
| Ascent Group, LLC | 0.08% | Add +109.5% | 41,242 | $1.1M |
| Rooted Wealth Advisors, Inc. | 0.48% | Reduce -2.9% | 41,692 | $1.1M |
| Global Strategic Investment Solutions, LLC | 0.13% | Add +0.9% | 40,988 | $1.1M |
| Nicolet Advisory Services, LLC | 0.10% | Reduce -13.8% | 39,973 | $1.0M |
| Optivise Advisory Services LLC | 0.54% | Reduce -6.2% | 39,143 | $1.0M |
| Marcum Wealth, LLC | 0.09% | Reduce -4.4% | 38,273 | $1.0M |
| Atria Investments, Inc | 0.01% | Add +3.8% | 36,516 | $955K |
| Tilson Financial Group, Inc. | 0.41% | Reduce -14.3% | 35,926 | $939K |
| Paladin Wealth, LLC | 0.80% | — | 35,128 | $918K |
| Private Trust Co. NA | 0.09% | Reduce -31.8% | 35,075 | $917K |
| Scissortail Wealth Management, LLC | 0.21% | New | 49 | $869K |
| Austin Wealth Management, LLC | 0.18% | Reduce -0.6% | 32,315 | $840K |
| Shelter Mutual Insurance Co | 0.20% | No change | 32,900 | $834K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -6.8% | 30,827 | $806K |
| CW Advisors, LLC | 0.01% | Reduce -13.2% | 30,041 | $785K |
| Mutual Advisors, LLC | 0.02% | Reduce -11.7% | 29,939 | $763K |
| Farther Finance Advisors, LLC | 0.03% | Add +1411.3% | 29,152 | $762K |
| Western Wealth Management, LLC | 0.04% | Add +38.6% | 28,559 | $747K |
| New Century Financial Group, LLC | 0.27% | Reduce -0.1% | 28,280 | $739K |
| Wedbush Securities Inc. | 0.03% | Reduce -1.3% | 28,276 | $739K |
| Balboa Wealth Partners | 0.18% | Add +174.6% | 27,690 | $724K |
| Richard P Slaughter Associates Inc | 0.17% | Reduce -41.6% | 27,608 | $722K |
| Paladin Advisory Group, LLC | 0.52% | Reduce -43.2% | 27,029 | $707K |
| Richardson Financial Services Inc. | 0.44% | Add +6.2% | 27,689 | $696K |
| Wealthgarden F.S. LLC | 0.67% | Reduce -3.7% | 26,273 | $687K |
| Two Sigma Securities, LLC | 0.05% | Add +67.7% | 26,096 | $682K |
| AdvisorNet Financial, Inc | 0.05% | Add +5.8% | 26,025 | $680K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +2.9% | 25,806 | $675K |
| Snider Financial Group | 0.24% | Add +24.3% | 25,333 | $662K |
| Forza Wealth Management, LLC | 0.30% | No change | 25,150 | $657K |
| Flow Traders U.S. LLC | 0.03% | Add +75.3% | 24,954 | $652K |
| Mattson Financial Services, LLC | 0.23% | No change | 25,936 | $651K |
| Means Investment Co., Inc. | 0.07% | Add +0.3% | 24,018 | $628K |
| FreeGulliver LLC | 0.37% | Add +148.7% | 23,756 | $621K |
| Argent Trust Co | 0.03% | Reduce -10.5% | 23,693 | $619K |
| Farrell Financial LLC | 0.43% | Reduce -5.9% | 24,007 | $610K |
| Coppell Advisory Solutions LLC | 0.09% | Reduce -9.0% | 23,081 | $605K |
| Narus Financial Partners, LLC | 0.21% | Add +13.3% | 22,358 | $584K |
| Virtue Capital Management, LLC | 0.11% | Add +2.2% | 21,770 | $569K |
| Brookstone Capital Management | 0.01% | Add +36.6% | 21,671 | $566K |
| CoreCap Advisors, LLC | 0.03% | Reduce -4.2% | 21,011 | $549K |
| Freestone Capital Holdings, LLC | 0.02% | Add +3.2% | 20,997 | $549K |
| Worth Financial Advisory Group, LLC | 0.32% | Add +44.5% | 20,823 | $544K |
| Garrett Wealth Advisory Group, LLC | 0.13% | Add +0.5% | 20,210 | $528K |
| Wrenne Financial Planning LLC | 0.31% | Add +6.5% | 20,022 | $523K |
| JBR Co Financial Management Inc | 0.33% | Add +10.5% | 19,443 | $508K |
| National Bank of Canada | 0.00% | Add +0.1% | 19,437 | $508K |
| Balentine LLC | 0.02% | Add +60.6% | 19,333 | $505K |
| LexAurum Advisors, LLC | 0.11% | Reduce -16.8% | 19,018 | $497K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -7.6% | 18,894 | $494K |
| Atlas Private Wealth Advisors | 0.07% | Add +2.3% | 18,834 | $492K |
| Investments & Financial Planning, LLC | 0.31% | Add +4.7% | 18,649 | $487K |
| CreativeOne Wealth, LLC | 0.02% | New | 18,345 | $480K |
| Brown Financial Advisory | 0.34% | No change | 18,145 | $474K |
| Millington Financial Advisors, LLC | 0.29% | Add +3.0% | 17,725 | $463K |
| KPP Advisory Services LLC | 0.11% | Add +13.5% | 17,184 | $449K |
| Falcon Wealth Planning | 0.05% | Reduce -11.6% | 17,070 | $446K |
| Betterment LLC | 0.00% | Add +2.3% | 17,012 | $445K |
| Vicus Capital | 0.04% | Reduce -0.1% | 16,765 | $438K |
| Advisor Resource Council | 0.20% | New | 16,732 | $437K |
| Shum Financial Group, Inc. | 0.36% | — | 17,059 | $433K |
| Collaborative Wealth Managment Inc. | 0.19% | Add +3.7% | 15,978 | $418K |
| Zacks Investment Management | 0.00% | Add +5.3% | 15,597 | $408K |
| Iams Wealth Management, LLC | 0.20% | New | 15,586 | $407K |
| Insight Advisors, LLC/ PA | 0.07% | Add +5.4% | 15,486 | $405K |
| Waterloo Capital, L.P. | 0.04% | Reduce -32.0% | 15,367 | $402K |
| FMR LLC | 0.00% | Add +285.4% | 15,345 | $401K |
| PFG Private Wealth Management, LLC | 0.23% | Add +0.2% | 15,232 | $398K |
| Old Mission Capital LLC | 0.01% | Reduce -96.4% | 14,887 | $389K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -10.4% | 14,638 | $382K |
| Raymond James Trust N.A. | 0.01% | Add +2.4% | 14,593 | $381K |
| Cove Street Capital, LLC | 0.29% | New | 14,100 | $369K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.2% | 14,036 | $367K |
| Csenge Advisory Group | 0.02% | Add +55.5% | 13,767 | $354K |
| Capital CS Group, LLC | 0.42% | Reduce -5.8% | 13,474 | $352K |
| Detalus Advisors, LLC | 0.12% | Add +4.1% | 13,318 | $348K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -25.1% | 13,230 | $346K |
| Empirical Asset Management, LLC | 0.12% | Add +26.1% | 13,027 | $341K |
| Lake Street Advisors Group, LLC | 0.02% | No change | 13,020 | $340K |
| Sax Wealth Advisors, LLC | 0.03% | Add +45.3% | 12,840 | $336K |
| Valtinson Bruner Financial Planning LLC | 0.12% | Reduce -90.5% | 12,748 | $333K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +9.6% | 12,648 | $331K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 11,677 | $305K |
| AMJ Financial Wealth Management | 0.09% | Reduce -2.2% | 11,674 | $305K |
| SlateStone Wealth, LLC | 0.03% | Reduce -0.4% | 11,679 | $305K |
| OMNI 360 Wealth, Inc. | 0.21% | Reduce -31.9% | 11,593 | $303K |
| Roman Butler Fullerton & Co. | 0.09% | Reduce -26.9% | 11,211 | $289K |
| Texas Yale Capital Corp. | 0.01% | No change | 11,000 | $288K |
| Strategic Financial Planning, Inc. | 0.19% | Add +0.7% | 10,817 | $283K |
| Ameritas Advisory Services, LLC | 0.01% | Add +3.6% | 10,778 | $282K |
| WealthCare Investment Partners, LLC | 0.12% | Add +3.6% | 10,754 | $276K |
| Client 1ST Advisory Group, LLC | 0.11% | No change | 10,413 | $272K |
| D.A. Davidson & Co. | 0.00% | Reduce -7.7% | 10,187 | $266K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 10,180 | $266K |
| Maia Wealth LLC | 0.07% | Reduce -3.7% | 10,370 | $264K |
| BKM Wealth Management, LLC | 0.11% | Add +12.7% | 10,069 | $263K |
| Lockerman Financial Group, Inc. | 0.44% | Add +9.6% | 9,998 | $261K |
| Strategic Wealth Investment Group, LLC | 0.03% | Reduce -3.3% | 9,877 | $258K |
| GEM Asset Management, LLC | 0.15% | Add +2.8% | 9,976 | $256K |
| Hilltop Holdings Inc. | 0.02% | New | 9,769 | $255K |
| Valley Wealth Managers, Inc. | 0.02% | No change | 9,677 | $253K |
| Richard W. Paul & Associates, LLC | 0.09% | Add +406.2% | 9,668 | $253K |
| Capital Planning Advisors, LLC | 0.04% | No change | 9,643 | $252K |
| Syverson Strege & Co | 0.08% | Add +0.9% | 9,631 | $252K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 9,602 | $251K |
| Castleview Partners, LLC | 0.14% | Add +160.8% | 9,473 | $248K |
| Apeiron RIA LLC | 0.07% | Reduce -3.3% | 9,449 | $247K |
| Ancora Advisors LLC | 0.01% | Add +0.8% | 9,408 | $246K |
| Blair William & Co. | 0.00% | Add +9.3% | 9,296 | $243K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +2.4% | 9,294 | $243K |
| MKT Advisors LLC | 0.11% | New | 9,152 | $239K |
| Financial Advisory Partners, LLC | 0.08% | Add +11.1% | 9,078 | $237K |
| Sunbelt Securities, Inc. | 0.02% | No change | 9,005 | $235K |
| Professional Financial Advisors, LLC | 0.06% | Reduce -9.8% | 9,001 | $235K |
| Rosenberg Matthew Hamilton | 0.06% | Reduce -6.8% | 8,869 | $232K |
| Centaurus Financial, Inc. | 0.01% | Reduce -92.8% | 8,795 | $230K |
| Diversify Advisory Services, LLC | 0.01% | New | 8,982 | $229K |
| Asset Dedication, LLC | 0.02% | No change | 8,577 | $224K |
| Optimist Retirement Group LLC | 0.10% | Add +0.8% | 8,489 | $222K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.5% | 8,318 | $217K |
| Peak Financial Advisors LLC | 0.11% | Reduce -28.8% | 8,128 | $212K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -13.5% | 8,098 | $212K |
| Sharper & Granite LLC | 0.09% | New | 8,080 | $211K |
| Tucker Asset Management LLC | 0.05% | Reduce -38.3% | 8,045 | $210K |
| Second Line Capital, LLC | 0.06% | Reduce -0.8% | 7,915 | $207K |
| Brophy Wealth Management, LLC | 0.07% | — | 7,892 | $206K |
| Darwin Wealth Management, LLC | 0.06% | Reduce -4.8% | 7,840 | $205K |
| Founders Financial Alliance, LLC | 0.06% | Reduce -3.1% | 7,815 | $204K |
| Alpha Financial Partners LLC | 0.15% | New | 7,786 | $204K |
| Ehrlich Financial Group | 0.15% | New | 7,786 | $204K |
| Advisor OS, LLC | 0.02% | Reduce -4.7% | 7,695 | $201K |
| Arax Advisory Partners | 0.02% | Add +825.5% | 7,552 | $197K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.3% | 7,495 | $196K |
| PNC Financial Services Group, Inc. | 0.00% | New | 7,387 | $193K |
| Parkside Financial Bank & Trust | 0.03% | Add +0.1% | 6,971 | $182K |
| Bay Harbor Wealth Management, LLC | 0.06% | No change | 6,878 | $180K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -1.0% | 6,740 | $176K |
| Concord Wealth Partners | 0.03% | Add +0.9% | 6,338 | $166K |
| Continuum Advisory, LLC | 0.02% | Reduce -0.2% | 5,275 | $133K |
| Principal Securities, Inc. | 0.00% | Add +172.7% | 4,995 | $131K |
| Global Financial Private Client, LLC | 0.04% | Add +583.4% | 3,950 | $103K |
| WealthCollab, LLC | 0.06% | No change | 3,701 | $97K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -16.5% | 3,360 | $88K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 3,200 | $84K |
| Bank of Montreal | 0.00% | Reduce -97.6% | 3,067 | $80K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,989 | $78K |
| Iron Horse Wealth Management, LLC | 0.03% | Add +0.2% | 2,920 | $76K |
| Oarsman Capital, Inc. | 0.01% | New | 2,853 | $75K |
| WFA of San Diego, LLC | 0.06% | Reduce -1.3% | 2,849 | $74K |
| Key Financial Inc | 0.02% | Reduce -6.4% | 2,794 | $73K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.4% | 72,257 | $72K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,239 | $59K |
| St Germain D J Co. Inc. | 0.00% | No change | 2,143 | $56K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,069 | $54K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 2,025 | $53K |
| PSI Advisors, LLC | 0.02% | Reduce -33.5% | 2,000 | $52K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,987 | $52K |
| Safe Harbor Fiduciary, LLC | 0.04% | — | 1,790 | $47K |
| Anfield Capital Management, LLC | 0.01% | New | 1,469 | $38K |
| Hemington Wealth Management | 0.01% | New | 1,299 | $32K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -31.5% | 1,217 | $32K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -3.0% | 1,208 | $32K |
| TFC Financial Management, Inc. | 0.00% | New | 1,194 | $31K |
| Wolff Wiese Magana LLC | 0.02% | Add +15.1% | 1,181 | $31K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 1,163 | $30K |
| NorthRock Partners, LLC | 0.00% | No change | 1,161 | $30K |
| Keener Financial Planning LLC | 0.02% | Reduce -59.6% | 1,057 | $27K |
| Activest Wealth Management | 0.01% | No change | 915 | $24K |
| Ascentis Wealth Management, LLC | 0.01% | — | 832 | $22K |
| Phillips Financial Management, LLC | 0.00% | Add +9.9% | 811 | $21K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 792 | $21K |
| Truvestments Capital LLC | 0.01% | New | 728 | $19K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.8% | 614 | $16K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 598 | $16K |
| Valley National Advisers Inc. | 0.00% | Add +0.8% | 593 | $15K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -16.3% | 515 | $13K |
| Dogwood Wealth Management LLC | 0.01% | Add +0.5% | 392 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | Add +33.6% | 370 | $10K |
| Beacon Capital Management, LLC | 0.00% | No change | 359 | $9K |
| First Horizon Advisors, Inc. | 0.00% | No change | 310 | $8K |
| TD Private Client Wealth LLC | 0.00% | Add +3.1% | 296 | $8K |
| North Star Investment Management Corp. | 0.00% | Add +1.1% | 270 | $7K |
| BlackRock, Inc. | 0.00% | — | 250 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +24.6% | 177 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 157 | $4K |
| Sound Income Strategies, LLC | 0.00% | Reduce -88.0% | 125 | $3K |
| Capital Analysts, LLC | 0.00% | Reduce -80.3% | 118 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 104 | $3K |
| Investors Research Corp | 0.00% | No change | 84 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 81 | $2K |
| Simplex Trading, LLC | 0.00% | New | 110 | $2K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 54 | $1K |
| Realta Investment Advisors | 0.00% | Reduce -80.8% | 48 | $1K |
| Archer Investment Corp | 0.00% | New | 47 | $1K |
| VitalStone Financial, LLC | 0.00% | No change | 44 | $1K |
| Bfsg, LLC | 0.00% | Reduce -42.9% | 40 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -7.1% | 26 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 8 | $209 |
| Viewpoint Capital Management LLC | 0.00% | New | 4 | $105 |
| Covestor Ltd | 0.00% | New | 11 | $0 |
"% 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.