SS SPDR P Agg Bond ETFSPABETF
13F holders, Q1 2025 (March 31)510holders +10
42new positions
35sold out
3famous investors
$25.53avg. 13F price*
At the end of Q1 2025, 510 institutions reported holding SS SPDR P Agg Bond ETF (SPAB) in their 13F filings, up 10 from Q4 2024. 42 opened new positions and 35 sold out. The largest holders were LPL Financial LLC ($588.5M), Cwm, LLC ($407.5M) and Cliftonlarsonallen Wealth Advisors, LLC ($300.0M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 (Q1 2025)
- CUSIP
- 78464A649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $48.7M |
| Exits | 35 | $84.3M |
All 13F filers, Q4 2024 → Q1 2025: 14,878,898 shares bought and 19,184,006 shares sold, net −4,305,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 510 holders
| LPL Financial LLC | 0.23% | Reduce -10.3% | 23,043,191 | $588.5M |
| Cwm, LLC | 1.63% | Reduce -2.3% | 15,955,089 | $407.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 5.59% | Reduce -8.4% | 11,745,372 | $300.0M |
| State Street Corp. | 0.01% | Add +13.9% | 11,602,702 | $296.3M |
| Envestnet Asset Management Inc. | 0.09% | Add +3.9% | 11,375,617 | $290.5M |
| Cerity Partners LLC | 0.52% | Add +6.0% | 9,959,641 | $254.4M |
| RiverFront Investment Group, LLC | 4.41% | Add +4.8% | 7,764,062 | $198.3M |
| Private Advisor Group, LLC | 0.74% | Add +25.6% | 4,819,951 | $123.1M |
| Gradient Investments LLC | 2.10% | Reduce -6.5% | 4,070,096 | $104.0M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Reduce -18.2% | 3,760,641 | $96.0M |
| Osaic Holdings, Inc. | 0.21% | Reduce -9.4% | 3,720,630 | $95.0M |
| Willow Creek Wealth Management Inc. | 8.89% | Add +2.8% | 3,576,418 | $91.3M |
| Tobias Financial Advisors, Inc. | 16.37% | Add +5.3% | 3,299,115 | $84.3M |
| Rational Advisors, Inc. | 8.27% | Reduce -9.0% | 3,086,790 | $78.8M |
| UNIVEST FINANCIAL Corp | 4.91% | Add +32.5% | 2,940,400 | $75.1M |
| Baker Avenue Asset Management, LP | 2.33% | Add +2.4% | 2,917,473 | $74.5M |
| Good Life Advisors, LLC | 5.00% | Add +1.6% | 2,780,233 | $71.0M |
| Raymond James Financial Inc. | 0.03% | Add +0.5% | 2,755,505 | $70.4M |
| JPMorgan Chase & Co. | 0.01% | Add +1.5% | 2,557,686 | $65.3M |
| Equitable Holdings, Inc. | 0.59% | Reduce -12.8% | 2,449,210 | $62.6M |
| KWB Wealth | 7.39% | Reduce -2.2% | 2,451,771 | $61.3M |
| Great Valley Advisor Group, Inc. | 1.29% | Add +11.9% | 2,349,674 | $60.0M |
| N.E.W. Advisory Services LLC | 4.46% | Add +11.1% | 2,282,866 | $58.3M |
| Wealthcare Advisory Partners LLC | 1.52% | Reduce -7.7% | 2,223,854 | $56.8M |
| Great Lakes Retirement, Inc. | 7.03% | Add +3.2% | 2,099,827 | $53.6M |
| AlphaStar Capital Management, LLC | 5.32% | Add +0.0% | 2,070,106 | $52.9M |
| Trilogy Capital Inc. | 2.75% | Reduce -3.1% | 2,055,336 | $52.5M |
| Kingsview Wealth Management, LLC | 0.99% | Reduce -6.6% | 2,054,045 | $52.5M |
| Stratos Investment Management, LLC | 2.60% | Add +6.7% | 1,911,365 | $48.8M |
| NewEdge Advisors, LLC | 0.27% | Reduce -3.0% | 1,770,279 | $45.2M |
| Morgan Stanley | 0.00% | Reduce -1.1% | 1,760,387 | $45.0M |
| GM Advisory Group, LLC | 2.25% | Add +10.0% | 1,632,898 | $41.7M |
| MAI Capital Management | 0.31% | Add +2.6% | 1,620,472 | $41.4M |
| Financial Strategies Group, Inc. | 9.74% | Add +0.6% | 1,631,185 | $41.2M |
| Waverly Advisors, LLC | 0.49% | Add +3.2% | 1,569,119 | $40.1M |
| Sanctuary Advisors, LLC | 0.28% | Reduce -0.1% | 1,563,294 | $39.9M |
| Mariner, LLC | 0.06% | Add +7.4% | 1,468,893 | $37.5M |
| Stadion Money Management, LLC | 3.68% | Reduce -5.7% | 1,444,360 | $36.9M |
| McNamara Financial Services, Inc. | 7.55% | Add +8.5% | 1,373,995 | $35.1M |
| Syon Capital LLC | 2.75% | Reduce -63.3% | 1,324,592 | $33.8M |
| Assetmark, Inc. | 0.09% | Add +12.8% | 1,312,174 | $33.5M |
| Cornerstone Advisors Asset Management, LLC | 6.79% | Add +6.8% | 1,297,331 | $33.1M |
| Wealth Management Nebraska | 4.80% | Add +2.7% | 1,235,637 | $31.6M |
| Clear Creek Financial Management, LLC | 3.22% | Add +39.5% | 1,216,728 | $31.1M |
| Royal Bank of Canada | 0.01% | Add +4.2% | 1,214,722 | $31.0M |
| US Bancorp \de | 0.04% | Add +1.6% | 1,171,643 | $29.9M |
| Cetera Investment Advisers | 0.06% | Add +6.6% | 1,150,781 | $29.4M |
| IHT Wealth Management, LLC | 0.89% | Reduce -7.5% | 1,121,525 | $28.6M |
| Convergence Financial, LLC | 5.62% | Add +6.3% | 1,120,509 | $28.6M |
| Trinity Wealth Management, LLC | 12.97% | Add +1.4% | 1,112,560 | $28.4M |
| Arrien Investments, Inc. | 20.18% | Add +1.5% | 1,101,991 | $28.1M |
| Truefg, LLC | 8.91% | Add +2.5% | 1,060,687 | $27.1M |
| Money Design Co.,Ltd. | 1.33% | Reduce -3.7% | 1,045,331 | $26.7M |
| Lodestar Private Asset Management LLC | 3.29% | Add +0.8% | 1,024,752 | $26.2M |
| Bensler, LLC | 3.23% | Reduce -5.5% | 1,011,458 | $25.8M |
| Cutler Investment Counsel LLC | 3.02% | Add +15.9% | 983,955 | $25.1M |
| Arete Wealth Advisors, LLC | 1.87% | Add +11.0% | 960,743 | $24.5M |
| OneDigital Investment Advisors LLC | 0.29% | Reduce -9.5% | 953,639 | $24.4M |
| Bristlecone Advisors, LLC | 1.93% | Reduce -6.0% | 926,699 | $23.7M |
| Reston Wealth Management LLC | 9.53% | Reduce -15.1% | 922,781 | $23.6M |
| UBS Group AG | 0.01% | Add +235.3% | 915,790 | $23.4M |
| Bank of New York Mellon Corp | 0.00% | Add +6.0% | 911,799 | $23.3M |
| Americana Partners, LLC | 0.89% | Add +48.2% | 897,226 | $22.9M |
| Advisory Alpha, LLC | 0.76% | Add +3.9% | 874,806 | $22.3M |
| Waller Financial Planning Group, Inc. | 6.19% | Reduce -7.0% | 862,627 | $22.0M |
| Banco Santander, S.A. | 0.24% | Add +0.3% | 858,673 | $21.9M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -0.6% | 841,252 | $21.5M |
| Advisor OS, LLC | 2.44% | Add +7829.5% | 839,416 | $21.4M |
| Jane Street Group, LLC | 0.04% | Add +186.1% | 835,500 | $21.3M |
| Aspire Private Capital, LLC | 5.17% | Add +40.6% | 813,310 | $20.8M |
| Leading Edge Financial Planning LLC | 6.46% | Add +4.2% | 810,132 | $20.7M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +5.4% | 796,659 | $20.3M |
| Rockefeller Capital Management L.P. | 0.05% | Add +6.7% | 787,840 | $20.1M |
| Pinnacle Wealth Planning Services, Inc. | 2.97% | Add +5.5% | 773,305 | $19.8M |
| WealthPlan Investment Management, LLC | 1.94% | Add +2.8% | 770,717 | $19.7M |
| Creative Planning | 0.02% | Add +11.5% | 764,527 | $19.5M |
| Choreo, LLC | 0.30% | Reduce -31.1% | 756,469 | $19.3M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -4.4% | 738,087 | $18.9M |
| MML Investors Services, LLC | 0.06% | Add +10.0% | 726,884 | $18.6M |
| Wells Fargo & Company | 0.00% | Reduce -10.7% | 716,309 | $18.3M |
| Advisor Resource Council | 1.47% | New | 732,332 | $18.2M |
| Jones Financial Companies LLLP | 0.02% | Add +19.5% | 699,836 | $17.8M |
| Money Concepts Capital Corp. | 1.32% | Reduce -5.5% | 689,649 | $17.6M |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 674,270 | $17.2M |
| Weitzel Financial Services, Inc. | 7.87% | Add +21.0% | 644,024 | $16.5M |
| Kagan Cocozza Asset Management | 12.80% | Add +5.8% | 613,193 | $15.7M |
| Townsquare Capital LLC | 0.16% | Add +168.2% | 601,159 | $15.4M |
| Stewardship Advisors, LLC | 3.94% | Add +4.1% | 571,570 | $14.6M |
| Copley Financial Group, Inc. | 10.98% | Reduce -1.6% | 561,576 | $14.3M |
| Algorithmic Investment Models, LLC | 10.50% | Reduce -4.2% | 558,275 | $14.3M |
| Rinkey Investments | 4.52% | Reduce -2.1% | 558,146 | $14.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -47.4% | 528,484 | $13.5M |
| Golden State Wealth Management, LLC | 1.94% | Add +0.2% | 511,809 | $13.1M |
| Apella Capital, LLC | 0.44% | Add +456.0% | 510,167 | $12.9M |
| Larson Financial Group LLC | 0.59% | Reduce -8.2% | 486,079 | $12.4M |
| Stifel Financial Corp. | 0.01% | Reduce -2.0% | 482,346 | $12.3M |
| SigFig Wealth Management, LLC | 0.44% | Reduce -0.1% | 454,693 | $12.2M |
| RFG Advisory, LLC | 0.32% | Reduce -19.8% | 470,582 | $12.0M |
| Advisory Resource Group | 2.41% | Add +10.7% | 462,691 | $11.8M |
| Columbia River Financial Group, LLC | 7.64% | Add +9.1% | 447,800 | $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.