SS SPDR P Agg Bond ETFSPABETF
13F holders, Q4 2024 (December 31)500holders +38
33new positions
31sold out
1famous investor
$25.01avg. 13F price*
At the end of Q4 2024, 500 institutions reported holding SS SPDR P Agg Bond ETF (SPAB) in their 13F filings, up 38 from Q3 2024. 33 opened new positions and 31 sold out. The largest holders were LPL Financial LLC ($641.8M), Cwm, LLC ($408.0M) and Cliftonlarsonallen Wealth Advisors, LLC ($320.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR P Agg Bond ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $165.9M |
| Exits | 31 | $44.3M |
All 13F filers, Q3 2024 → Q4 2024: 17,806,490 shares bought and 16,069,323 shares sold, net +1,737,167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 500 holders
| LPL Financial LLC | 0.26% | Reduce -2.1% | 25,684,190 | $641.8M |
| Cwm, LLC | 1.69% | Add +8.4% | 16,328,149 | $408.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 6.21% | Add +7.5% | 12,821,067 | $320.4M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -5.0% | 10,947,430 | $273.6M |
| State Street Corp. | 0.01% | Reduce -21.1% | 10,187,564 | $254.6M |
| Cerity Partners LLC | 0.51% | Add +2.5% | 9,394,590 | $234.8M |
| RiverFront Investment Group, LLC | 4.21% | Add +0.2% | 7,410,178 | $185.2M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Add +17.3% | 4,595,619 | $114.8M |
| Gradient Investments LLC | 2.20% | Add +2.2% | 4,351,067 | $108.7M |
| Osaic Holdings, Inc. | 0.23% | Add +4.9% | 4,108,930 | $102.7M |
| Private Advisor Group, LLC | 0.54% | Add +4.4% | 3,837,322 | $95.9M |
| Syon Capital LLC | 8.11% | Add +2.7% | 3,605,454 | $90.1M |
| Willow Creek Wealth Management Inc. | 8.87% | Add +3.5% | 3,479,841 | $87.0M |
| Rational Advisors, Inc. | 8.59% | Reduce -2.1% | 3,391,024 | $84.7M |
| Tobias Financial Advisors, Inc. | 15.74% | Reduce -1.2% | 3,133,384 | $78.3M |
| Baker Avenue Asset Management, LP | 2.18% | Add +5.6% | 2,850,608 | $71.2M |
| Equitable Holdings, Inc. | 0.67% | Reduce -4.7% | 2,808,080 | $70.2M |
| Raymond James Financial Inc. | 0.03% | — | 2,741,362 | $68.5M |
| Good Life Advisors, LLC | 4.98% | Reduce -1.4% | 2,735,554 | $68.4M |
| KWB Wealth | 8.12% | Reduce -2.0% | 2,505,989 | $65.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -10.3% | 2,520,287 | $63.0M |
| Wealthcare Advisory Partners LLC | 1.67% | Add +8.3% | 2,408,625 | $60.2M |
| UNIVEST FINANCIAL Corp | 3.50% | Reduce -3.4% | 2,218,830 | $55.4M |
| Kingsview Wealth Management, LLC | 1.07% | New | 2,198,133 | $54.9M |
| Trilogy Capital Inc. | 2.73% | Reduce -0.3% | 2,121,828 | $53.0M |
| Great Valley Advisor Group, Inc. | 1.17% | Add +7.7% | 2,099,644 | $52.5M |
| AlphaStar Capital Management, LLC | 5.41% | Reduce -11.5% | 2,069,347 | $51.7M |
| N.E.W. Advisory Services LLC | 4.88% | Reduce -11.2% | 2,055,356 | $51.4M |
| Great Lakes Retirement, Inc. | 6.57% | Add +1.0% | 2,035,009 | $50.9M |
| NewEdge Advisors, LLC | 0.27% | Reduce -2.7% | 1,824,435 | $45.6M |
| Stratos Investment Management, LLC | 2.69% | Add +35.7% | 1,791,242 | $44.8M |
| Morgan Stanley | 0.00% | Add +24.5% | 1,779,079 | $44.5M |
| Financial Strategies Group, Inc. | 9.61% | Reduce -0.4% | 1,622,228 | $40.2M |
| MAI Capital Management | 0.29% | New | 1,579,518 | $39.5M |
| Sanctuary Advisors, LLC | 0.25% | Reduce -1.4% | 1,564,056 | $39.4M |
| Stadion Money Management, LLC | 3.00% | Reduce -19.5% | 1,531,970 | $38.3M |
| Park Avenue Securities LLC | 0.39% | Add +2.1% | 1,527,961 | $38.2M |
| Waverly Advisors, LLC | 0.59% | Reduce -8.9% | 1,520,027 | $38.0M |
| GM Advisory Group, LLC | 2.05% | Add +6.4% | 1,484,163 | $37.1M |
| Mariner, LLC | 0.06% | Add +14.0% | 1,367,785 | $34.2M |
| McNamara Financial Services, Inc. | 7.44% | Reduce -44.9% | 1,266,493 | $31.6M |
| Cornerstone Advisors Asset Management, LLC | 6.56% | Add +11.3% | 1,214,724 | $30.4M |
| IHT Wealth Management, LLC | 0.98% | Add +12.1% | 1,211,885 | $30.3M |
| Wealth Management Nebraska | 4.89% | — | 1,203,589 | $30.1M |
| Royal Bank of Canada | 0.01% | Reduce -29.0% | 1,165,829 | $29.1M |
| Assetmark, Inc. | 0.08% | Reduce -40.9% | 1,163,819 | $29.1M |
| US Bancorp \de | 0.04% | Reduce -3.5% | 1,153,809 | $28.8M |
| Choreo, LLC | 0.39% | Add +98.5% | 1,098,140 | $27.5M |
| Trinity Wealth Management, LLC | 12.41% | Add +5.7% | 1,097,723 | $27.4M |
| Arrien Investments, Inc. | 19.49% | Add +16.9% | 1,085,708 | $27.3M |
| Money Design Co.,Ltd. | 1.40% | Reduce -8.1% | 1,085,728 | $27.2M |
| Reston Wealth Management LLC | 10.10% | Add +1.1% | 1,086,980 | $27.2M |
| Cetera Investment Advisers | 0.06% | Add +0.8% | 1,079,428 | $27.0M |
| Bensler, LLC | 3.18% | Add +10.7% | 1,070,292 | $26.7M |
| Convergence Financial, LLC | 5.25% | Reduce -30.8% | 1,054,048 | $26.3M |
| OneDigital Investment Advisors LLC | 0.31% | Reduce -17.8% | 1,053,601 | $26.3M |
| Truefg, LLC | 8.44% | Add +5.8% | 1,034,283 | $25.8M |
| Lodestar Private Asset Management LLC | 3.18% | Add +10.1% | 1,016,712 | $25.4M |
| BNP Paribas Financial Markets | 0.02% | Reduce -0.4% | 1,004,116 | $25.1M |
| Bristlecone Advisors, LLC | 1.92% | Add +3.5% | 985,494 | $24.6M |
| Waller Financial Planning Group, Inc. | 5.84% | Add +0.1% | 927,279 | $23.2M |
| Heartwood Wealth Advisors LLC | 2.58% | Add +0.2% | 918,179 | $22.9M |
| HighTower Advisors, LLC | 0.03% | Add +101.2% | 874,813 | $21.9M |
| Clear Creek Financial Management, LLC | 2.36% | Add +2.6% | 872,180 | $21.8M |
| Arete Wealth Advisors, LLC | 1.56% | Add +10.6% | 865,379 | $21.6M |
| Bank of New York Mellon Corp | 0.00% | Add +4.2% | 860,342 | $21.5M |
| Banco Santander, S.A. | 0.26% | Add +1.4% | 856,568 | $21.4M |
| Cutler Investment Counsel LLC | 2.64% | Add +21.7% | 849,066 | $21.2M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -37.6% | 846,508 | $21.2M |
| Advisory Alpha, LLC | 0.75% | Add +8.6% | 841,915 | $21.0M |
| Wells Fargo & Company | 0.00% | Reduce -33.1% | 802,450 | $20.1M |
| Leading Edge Financial Planning LLC | 6.38% | Reduce -46.6% | 777,627 | $19.4M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -2.8% | 772,132 | $19.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -3.4% | 755,866 | $18.9M |
| WealthPlan Investment Management, LLC | 1.85% | Add +12.3% | 749,693 | $18.7M |
| Rockefeller Capital Management L.P. | 0.05% | Add +5.7% | 738,554 | $18.5M |
| Pinnacle Wealth Planning Services, Inc. | 2.75% | Add +7.9% | 733,295 | $18.3M |
| Money Concepts Capital Corp. | 1.36% | Add +5.2% | 729,745 | $18.2M |
| Creative Planning | 0.02% | Add +13.7% | 685,737 | $17.1M |
| Independent Advisor Alliance | 0.23% | New | 683,559 | $17.1M |
| Bank of America Corp. | 0.00% | Add +0.8% | 675,238 | $16.9M |
| MML Investors Services, LLC | 0.06% | Reduce -0.7% | 660,755 | $16.5M |
| Americana Partners, LLC | 0.62% | Add +4.6% | 605,527 | $15.1M |
| RFG Advisory, LLC | 0.41% | Add +36.7% | 586,999 | $14.7M |
| Jones Financial Companies LLLP | 0.01% | Add +39.1% | 585,568 | $14.6M |
| Algorithmic Investment Models, LLC | 11.22% | Add +2.3% | 582,795 | $14.6M |
| Kagan Cocozza Asset Management | 12.02% | — | 579,457 | $14.5M |
| Aspire Private Capital, LLC | 3.58% | Reduce -24.2% | 578,389 | $14.5M |
| Copley Financial Group, Inc. | 10.92% | Add +4.1% | 570,841 | $14.3M |
| Rinkey Investments | 4.56% | Reduce -2.1% | 570,433 | $14.3M |
| Stewardship Advisors, LLC | 3.81% | Add +1.8% | 549,267 | $13.7M |
| Weitzel Financial Services, Inc. | 6.28% | Add +2.4% | 532,270 | $13.3M |
| Larson Financial Group LLC | 0.68% | Reduce -12.0% | 529,191 | $13.2M |
| Golden State Wealth Management, LLC | 1.91% | — | 510,955 | $12.8M |
| Aveo Capital Partners, LLC | 1.36% | Reduce -9.1% | 496,344 | $12.4M |
| SigFig Wealth Management, LLC | 0.45% | Add +3.1% | 455,128 | $12.3M |
| Stifel Financial Corp. | 0.01% | Add +10.3% | 492,216 | $12.3M |
| WCG Wealth Advisors LLC | 0.77% | Add +1.9% | 469,163 | $11.7M |
| Jacobi Capital Management LLC | 0.85% | Add +128.2% | 456,846 | $11.4M |
| Collier Financial | 10.16% | — | 455,160 | $11.4M |
"% 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.