SS SPDR P Agg Bond ETFSPABETF

13F holders, Q3 2025 (September 30)
489holders −17
31new positions
40sold out
1famous investor
$25.84avg. 13F price*

At the end of Q3 2025, 489 institutions reported holding SS SPDR P Agg Bond ETF (SPAB) in their 13F filings, down 17 from Q2 2025. 31 opened new positions and 40 sold out. The largest holders were LPL Financial LLC ($567.9M), Cwm, LLC ($439.4M) and Cliftonlarsonallen Wealth Advisors, LLC ($366.2M). 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 (Q3 2025)
CUSIP
78464A649
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 437Q1 2024Q2 2024: 455Q2 2024Q3 2024: 462Q3 2024Q4 2024: 500Q4 2024Q1 2025: 510Q1 2025Q2 2025: 506Q2 2025Q3 2025: 489Q3 2025Q4 2025: 529Q4 2025Q1 2026: 549Q1 2026Q2 2026: 542Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions31$224.1M
Exits40$43.9M

All 13F filers, Q2 2025 → Q3 2025: 27,042,308 shares bought and 30,614,627 shares sold, net −3,572,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 489 holders

LPL Financial LLC 0.17% Reduce -0.9% 21,969,572 $567.9M
Cwm, LLC 1.32% Reduce -0.5% 16,996,647 $439.4M
Cliftonlarsonallen Wealth Advisors, LLC 5.78% Add +12.1% 14,165,317 $366.2M
Cerity Partners LLC 0.46% Add +5.1% 11,074,917 $286.3M
Envestnet Asset Management Inc. 0.08% Reduce -6.2% 10,417,478 $269.3M
State Street Corp. 0.01% Reduce -61.8% 9,038,554 $233.6M
RiverFront Investment Group, LLC 3.53% Add +0.7% 7,773,924 $201.0M
Horizon Investments, LLC 2.37% Add +100967.5% 6,979,723 $180.4M
Exchange Traded Concepts, LLC 1.72% New 6,973,510 $180.3M
Osaic Holdings, Inc. 0.15% Reduce -4.0% 4,116,560 $105.7M
Willow Creek Wealth Management Inc. 8.38% Add +6.5% 3,934,831 $101.7M
Gradient Investments LLC 1.65% Reduce -1.6% 3,834,575 $99.1M
Tobias Financial Advisors, Inc. 14.50% Add +6.1% 3,692,751 $95.5M
Wealth Enhancement Advisory Services, LLC 0.14% Add +0.4% 3,644,978 $94.1M
Baker Avenue Asset Management, LP 1.91% Add +2.9% 3,086,995 $79.8M
UNIVEST FINANCIAL Corp 4.46% Add +4.0% 3,080,742 $79.6M
Rational Advisors, Inc. 7.92% Reduce -1.1% 2,937,303 $75.9M
Raymond James Financial Inc. 0.02% Reduce -8.9% 2,613,685 $67.6M
Great Valley Advisor Group, Inc. 1.33% Add +10.6% 2,562,716 $66.2M
Wealthcare Advisory Partners LLC 1.35% Add +4.9% 2,502,698 $64.7M
Kingsview Wealth Management, LLC 0.91% Add +11.0% 2,312,282 $59.8M
Equitable Holdings, Inc. 0.43% Reduce -1.9% 2,263,760 $58.5M
JPMorgan Chase & Co. 0.00% Reduce -11.6% 2,210,194 $57.1M
Great Lakes Retirement, Inc. 6.23% Add +2.9% 2,206,743 $57.0M
Trilogy Capital Inc. 2.49% Add +1.5% 2,083,182 $53.9M
Stratos Investment Management, LLC 2.19% Add +4.3% 2,048,160 $52.9M
AlphaStar Capital Management, LLC 4.30% Add +1.0% 1,929,313 $49.9M
Private Advisor Group, LLC 0.24% Reduce -57.6% 1,876,931 $48.5M
MAI Capital Management 0.30% Add +7.9% 1,850,212 $47.8M
N.E.W. Advisory Services LLC 4.17% Add +3.9% 1,804,326 $46.6M
Financial Strategies Group, Inc. 8.70% Add +4.4% 1,767,895 $45.6M
KWB Wealth 5.01% Reduce -10.3% 1,770,360 $45.3M
GM Advisory Group, LLC 1.86% Add +2.4% 1,689,323 $43.7M
Waverly Advisors, LLC 0.43% Add +3.0% 1,664,333 $43.0M
Park Avenue Securities LLC 0.33% Reduce -7.2% 1,616,234 $41.8M
NewEdge Advisors, LLC 0.19% Reduce -16.3% 1,595,766 $41.3M
Morgan Stanley 0.00% Reduce -2.6% 1,591,941 $41.2M
Cornerstone Advisors Asset Management, LLC 7.04% Add +6.0% 1,557,478 $40.3M
McNamara Financial Services, Inc. 6.78% Add +1.8% 1,410,771 $36.5M
Wealth Management Nebraska 4.19% Add +7.8% 1,361,391 $35.2M
Stadion Money Management, LLC 2.75% Reduce -3.4% 1,334,916 $34.4M
Sanctuary Advisors, LLC 0.19% Reduce -13.1% 1,307,762 $33.8M
Trinity Wealth Management, LLC 12.11% Add +2.1% 1,249,071 $32.3M
Cetera Investment Advisers 0.04% Add +73.6% 1,233,781 $31.9M
Convergence Financial, LLC 4.78% Add +9.6% 1,232,568 $31.9M
Arrien Investments, Inc. 18.21% Add +5.9% 1,204,551 $31.1M
Clear Creek Financial Management, LLC 2.67% Add +8.8% 1,193,784 $30.9M
Syon Capital LLC 1.64% Reduce -10.0% 1,183,024 $30.6M
Lodestar Private Asset Management LLC 3.14% Add +10.0% 1,162,582 $30.1M
Royal Bank of Canada 0.01% Reduce -5.3% 1,160,884 $30.0M
US Bancorp \de 0.04% Reduce -2.5% 1,150,126 $29.7M
Mariner, LLC 0.04% Add +5.8% 1,145,915 $29.6M
Truefg, LLC 8.14% Add +6.5% 1,139,751 $29.5M
Arete Wealth Advisors, LLC 1.83% Add +3.8% 1,127,266 $29.1M
Banco Santander, S.A. 0.26% Reduce -0.6% 1,117,585 $28.9M
Americana Partners, LLC 0.84% Add +12.6% 1,082,531 $28.0M
Apella Capital, LLC 0.62% Add +28.1% 1,073,058 $28.0M
Cutler Investment Counsel LLC 2.89% Add +4.3% 1,065,835 $27.6M
Reston Wealth Management LLC 7.95% Add +2.4% 952,736 $24.6M
Creative Planning 0.02% Add +27.3% 944,049 $24.4M
Janney Montgomery Scott LLC 0.06% Add +27.6% 938,667 $24.3M
OneDigital Investment Advisors LLC 0.25% Reduce -24.7% 926,426 $23.9M
Advisory Alpha, LLC 0.66% Add +0.9% 918,991 $23.8M
Leading Edge Financial Planning LLC 5.91% Add +8.1% 910,937 $23.5M
Waller Financial Planning Group, Inc. 5.34% Add +2.6% 899,592 $23.3M
Vestmark Advisory Solutions, Inc. 0.44% Add +890.1% 890,564 $23.0M
Bristlecone Advisors, LLC 1.90% Reduce -3.0% 877,707 $22.7M
Pinnacle Wealth Planning Services, Inc. 2.61% Add +8.9% 862,738 $22.3M
WealthPlan Investment Management, LLC 1.47% Add +5.5% 857,845 $22.2M
MML Investors Services, LLC 0.06% Add +3.8% 845,552 $21.9M
Rockefeller Capital Management L.P. 0.04% Add +5.8% 837,489 $21.6M
Moneta Group Investment Advisors LLC 0.17% Add +95.4% 821,788 $21.2M
Bensler, LLC 2.19% Reduce -6.6% 815,329 $21.1M
IHT Wealth Management, LLC 0.53% Reduce -21.6% 812,166 $21.0M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -19.1% 800,960 $20.7M
Jones Financial Companies LLLP 0.01% Add +1.5% 789,870 $20.4M
Assetmark, Inc. 0.04% Reduce -68.1% 761,463 $19.7M
Money Concepts Capital Corp. 1.14% Add +6.4% 713,449 $18.4M
Elevation Point Wealth Partners, LLC 1.27% New 704,237 $18.2M
Bank of America Corp. 0.00% Add +1.5% 690,691 $17.9M
Aspire Private Capital, LLC 3.88% Reduce -38.8% 682,152 $17.6M
Weitzel Financial Services, Inc. 7.12% Add +2.1% 675,717 $17.5M
Wells Fargo & Company 0.00% Reduce -4.9% 658,872 $17.0M
Kagan Cocozza Asset Management 12.54% Add +4.1% 640,613 $16.6M
Algorithmic Investment Models, LLC 10.44% Add +5.2% 608,102 $15.7M
Stewardship Advisors, LLC 3.67% Add +4.7% 600,617 $15.5M
AQR Capital Management 0.01% Add +257.2% 587,395 $15.2M
Stifel Financial Corp. 0.01% Add +5.1% 551,275 $14.3M
Beacon Pointe Advisors, LLC 0.12% New 546,245 $14.1M
Choreo, LLC 0.18% Reduce -6.5% 537,144 $13.9M
Flagship Harbor Advisors, LLC 0.60% Add +507.3% 534,418 $13.8M
SigFig Wealth Management, LLC 0.41% Add +4.9% 508,420 $13.1M
Golden State Wealth Management, LLC 1.44% Add +0.1% 504,436 $13.0M
Jacobi Capital Management LLC 0.79% Add +120.9% 503,599 $13.0M
Copley Financial Group, Inc. 8.71% Reduce -2.5% 492,758 $12.7M
MIdWestOne Financial Group, Inc. 1.54% Add +12.5% 490,947 $12.7M
RFG Advisory, LLC 0.26% Reduce -0.2% 484,127 $12.5M
Rinkey Investments 3.31% Reduce -5.7% 482,617 $12.5M
Tsfg, LLC 1.91% Add +3.7% 464,392 $12.0M
Columbia River Financial Group, LLC 7.32% Add +2.7% 459,263 $11.9M

"% 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.

Show all 489 holders