SS SPDR P Agg Bond ETFSPABETF
13F holders, Q2 2025 (June 30)506holders −4
29new positions
37sold out
1famous investor
$25.59avg. 13F price*
At the end of Q2 2025, 506 institutions reported holding SS SPDR P Agg Bond ETF (SPAB) in their 13F filings, down 4 from Q1 2025. 29 opened new positions and 37 sold out. The largest holders were State Street Corp. ($605.0M), LPL Financial LLC ($567.4M) and Cwm, LLC ($437.4M). 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 SERIES TRUST (Q2 2025)
- CUSIP
- 78464A649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $77.7M |
| Exits | 37 | $22.1M |
All 13F filers, Q1 2025 → Q2 2025: 27,664,955 shares bought and 12,754,585 shares sold, net +14,910,370 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 506 holders
| State Street Corp. | 0.02% | Add +103.7% | 23,633,736 | $605.0M |
| LPL Financial LLC | 0.19% | Reduce -3.8% | 22,164,478 | $567.4M |
| Cwm, LLC | 1.54% | Add +7.1% | 17,087,709 | $437.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 5.43% | Add +7.6% | 12,634,914 | $323.5M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -2.4% | 11,100,502 | $284.2M |
| Cerity Partners LLC | 0.48% | Add +5.8% | 10,533,231 | $269.7M |
| RiverFront Investment Group, LLC | 3.86% | Reduce -0.6% | 7,716,661 | $197.5M |
| Private Advisor Group, LLC | 0.61% | Reduce -8.1% | 4,428,628 | $113.4M |
| Osaic Holdings, Inc. | 0.20% | Add +15.2% | 4,285,967 | $109.7M |
| Gradient Investments LLC | 1.82% | Reduce -4.2% | 3,897,587 | $99.8M |
| Willow Creek Wealth Management Inc. | 8.51% | Add +3.3% | 3,695,021 | $94.6M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -3.5% | 3,629,531 | $92.2M |
| Tobias Financial Advisors, Inc. | 15.25% | Add +5.5% | 3,479,793 | $89.1M |
| Baker Avenue Asset Management, LP | 2.19% | Add +2.8% | 2,999,565 | $76.8M |
| Rational Advisors, Inc. | 7.89% | Reduce -3.8% | 2,968,636 | $76.0M |
| UNIVEST FINANCIAL Corp | 4.55% | Add +0.8% | 2,963,765 | $75.9M |
| Raymond James Financial Inc. | 0.03% | Add +4.1% | 2,867,808 | $73.4M |
| Good Life Advisors, LLC | 4.55% | Add +2.2% | 2,841,986 | $72.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 2,499,718 | $64.0M |
| Wealthcare Advisory Partners LLC | 1.39% | Add +7.3% | 2,385,485 | $61.1M |
| Assetmark, Inc. | 0.14% | Add +81.8% | 2,385,171 | $61.1M |
| Great Valley Advisor Group, Inc. | 1.31% | Reduce -1.4% | 2,316,948 | $59.3M |
| Equitable Holdings, Inc. | 0.49% | Reduce -5.8% | 2,307,310 | $59.1M |
| Great Lakes Retirement, Inc. | 6.50% | Add +2.1% | 2,144,071 | $54.9M |
| Kingsview Wealth Management, LLC | 0.90% | Add +1.4% | 2,082,333 | $53.3M |
| Trilogy Capital Inc. | 2.56% | Reduce -0.1% | 2,052,229 | $52.5M |
| KWB Wealth | 6.13% | Reduce -19.5% | 1,973,889 | $50.4M |
| Stratos Investment Management, LLC | 2.30% | Add +2.7% | 1,962,947 | $50.3M |
| AlphaStar Capital Management, LLC | 3.44% | Reduce -7.7% | 1,910,006 | $48.9M |
| NewEdge Advisors, LLC | 0.25% | Add +7.7% | 1,906,479 | $48.8M |
| Park Avenue Securities LLC | 0.41% | New | 1,741,499 | $44.6M |
| N.E.W. Advisory Services LLC | 4.31% | Reduce -24.0% | 1,735,980 | $44.4M |
| MAI Capital Management | 0.30% | Add +5.8% | 1,715,318 | $43.9M |
| Financial Strategies Group, Inc. | 8.94% | Add +3.8% | 1,692,786 | $42.8M |
| GM Advisory Group, LLC | 2.09% | Add +1.0% | 1,649,560 | $42.2M |
| Morgan Stanley | 0.00% | Reduce -7.2% | 1,633,822 | $41.8M |
| Waverly Advisors, LLC | 0.45% | Add +3.0% | 1,616,132 | $41.4M |
| Sanctuary Advisors, LLC | 0.24% | Reduce -3.7% | 1,505,465 | $38.5M |
| Cornerstone Advisors Asset Management, LLC | 7.24% | Add +13.3% | 1,469,560 | $37.6M |
| Envestnet Portfolio Solutions, Inc. | 0.14% | Add +70.8% | 1,436,425 | $36.8M |
| McNamara Financial Services, Inc. | 7.04% | Add +0.9% | 1,386,530 | $35.5M |
| Stadion Money Management, LLC | 2.89% | Reduce -4.3% | 1,381,660 | $35.3M |
| Syon Capital LLC | 2.23% | Reduce -0.7% | 1,314,862 | $33.7M |
| Wealth Management Nebraska | 4.36% | Add +2.2% | 1,263,272 | $32.2M |
| OneDigital Investment Advisors LLC | 0.35% | Add +29.0% | 1,230,537 | $31.5M |
| Royal Bank of Canada | 0.01% | Add +0.9% | 1,225,420 | $31.4M |
| Trinity Wealth Management, LLC | 12.43% | Add +10.0% | 1,223,344 | $31.3M |
| US Bancorp \de | 0.04% | Add +0.6% | 1,179,029 | $30.2M |
| Arrien Investments, Inc. | 18.40% | Add +3.2% | 1,137,370 | $29.1M |
| Banco Santander, S.A. | 0.27% | Add +31.0% | 1,124,585 | $28.8M |
| Convergence Financial, LLC | 4.95% | Add +0.3% | 1,124,404 | $28.8M |
| Aspire Private Capital, LLC | 6.63% | Add +37.0% | 1,114,303 | $28.5M |
| Clear Creek Financial Management, LLC | 2.67% | Reduce -9.8% | 1,097,517 | $28.1M |
| Money Design Co.,Ltd. | 1.39% | Add +5.0% | 1,097,073 | $28.1M |
| Arete Wealth Advisors, LLC | 1.97% | Add +13.0% | 1,085,553 | $27.8M |
| Mariner, LLC | 0.04% | Reduce -26.2% | 1,083,385 | $27.7M |
| Truefg, LLC | 8.15% | Add +0.9% | 1,070,531 | $27.4M |
| Lodestar Private Asset Management LLC | 3.12% | Add +3.2% | 1,057,243 | $27.1M |
| UBS Group AG | 0.01% | Add +14.7% | 1,050,296 | $26.9M |
| IHT Wealth Management, LLC | 0.73% | Reduce -7.6% | 1,035,906 | $26.5M |
| Cutler Investment Counsel LLC | 2.91% | Add +3.8% | 1,021,528 | $26.2M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +24.3% | 990,506 | $25.4M |
| Americana Partners, LLC | 0.85% | Add +7.2% | 961,561 | $24.6M |
| Reston Wealth Management LLC | 8.35% | Add +0.8% | 930,582 | $23.8M |
| Advisory Alpha, LLC | 0.73% | Add +4.1% | 910,897 | $23.3M |
| Bristlecone Advisors, LLC | 1.95% | Reduce -2.4% | 904,947 | $23.2M |
| Waller Financial Planning Group, Inc. | 5.43% | Add +1.6% | 876,859 | $22.4M |
| Bensler, LLC | 2.50% | Reduce -13.7% | 873,067 | $22.4M |
| Leading Edge Financial Planning LLC | 6.00% | Add +4.0% | 842,874 | $21.6M |
| Apella Capital, LLC | 0.57% | Add +64.2% | 837,816 | $21.2M |
| MML Investors Services, LLC | 0.06% | Add +12.1% | 814,832 | $20.9M |
| WealthPlan Investment Management, LLC | 1.52% | Add +5.5% | 812,905 | $20.8M |
| Pinnacle Wealth Planning Services, Inc. | 2.67% | Add +2.4% | 791,983 | $20.3M |
| Rockefeller Capital Management L.P. | 0.04% | Add +0.5% | 791,713 | $20.3M |
| Jones Financial Companies LLLP | 0.01% | Add +11.2% | 777,857 | $19.8M |
| Creative Planning | 0.02% | Reduce -3.0% | 741,627 | $19.0M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -0.4% | 735,412 | $18.8M |
| Cetera Investment Advisers | 0.03% | Reduce -38.2% | 710,779 | $18.2M |
| Wells Fargo & Company | 0.00% | Reduce -3.3% | 692,806 | $17.7M |
| Bank of America Corp. | 0.00% | Add +0.9% | 680,676 | $17.4M |
| Money Concepts Capital Corp. | 1.15% | Reduce -2.7% | 670,775 | $17.2M |
| Weitzel Financial Services, Inc. | 7.16% | Add +2.8% | 661,917 | $16.9M |
| Simplicity Wealth,LLC | 0.67% | Add +334.5% | 626,788 | $16.0M |
| Kagan Cocozza Asset Management | 12.07% | Add +0.3% | 615,119 | $15.7M |
| Algorithmic Investment Models, LLC | 10.12% | Add +3.5% | 577,881 | $14.8M |
| Choreo, LLC | 0.20% | Reduce -24.1% | 574,164 | $14.7M |
| Stewardship Advisors, LLC | 3.72% | Add +0.4% | 573,602 | $14.7M |
| Stifel Financial Corp. | 0.01% | Add +8.7% | 524,494 | $13.4M |
| Rinkey Investments | 3.94% | Reduce -8.3% | 511,983 | $13.1M |
| Copley Financial Group, Inc. | 9.60% | Reduce -10.0% | 505,572 | $12.9M |
| Golden State Wealth Management, LLC | 1.57% | Reduce -1.6% | 503,795 | $12.9M |
| Advisory Resource Group | 2.46% | Add +8.1% | 500,122 | $12.8M |
| RFG Advisory, LLC | 0.29% | Add +3.1% | 485,171 | $12.4M |
| SigFig Wealth Management, LLC | 0.41% | Add +6.6% | 484,543 | $12.4M |
| HighTower Advisors, LLC | 0.02% | Add +20.9% | 473,977 | $12.1M |
| Tsfg, LLC | 2.08% | Add +1.7% | 447,927 | $11.5M |
| Columbia River Financial Group, LLC | 7.41% | Reduce -0.1% | 447,211 | $11.4M |
| MIdWestOne Financial Group, Inc. | 1.45% | New | 436,493 | $11.2M |
| Rockbridge Investment Management, LCC | 1.19% | Add +0.7% | 434,268 | $11.1M |
| Moneta Group Investment Advisors LLC | 0.13% | Reduce -0.6% | 420,478 | $10.8M |
"% 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.