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
Advisory Resource Group 2.08% Reduce -10.4% 448,317 $11.6M
Rochester Wealth Strategies, LLC 7.19% Add +21.1% 424,875 $11.0M
Rockbridge Investment Management, LCC 1.08% Reduce -2.6% 422,937 $10.9M
Astoria Strategic Wealth, Inc. 2.72% Add +1.3% 416,789 $10.8M
Global Retirement Partners, LLC 0.23% Add +5.0% 404,651 $10.5M
UBS Group AG 0.00% Reduce -62.6% 393,097 $10.2M
Gateway Wealth Partners, LLC 1.35% Add +25.2% 387,189 $10.0M
Gerber Kawasaki Wealth & Investment Management 0.34% Add +0.4% 386,754 $10.0M
Cyr Financial Inc. 6.74% Add +9.6% 381,473 $9.9M
Tennessee Valley Asset Management Partners 1.32% Add +9.8% 374,962 $9.7M
BNP Paribas Financial Markets 0.01% Add +171.7% 372,259 $9.6M
Captrust Financial Advisors 0.02% Add +19.9% 371,040 $9.6M
Towercrest Capital Management 1.54% Add +6.2% 370,223 $9.6M
Simplicity Wealth,LLC 0.55% Reduce -41.5% 366,701 $9.5M
Facet Wealth, Inc. 0.19% Reduce -3.3% 363,581 $9.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +403.3% 362,375 $9.4M
Security Financial Services, INC. 1.46% Add +1.7% 348,568 $9.0M
Northeast Financial Group, Inc. 2.12% Add +1.3% 330,033 $8.5M
Cornerstone Wealth Management, LLC 0.47% Add +8.8% 329,457 $8.5M
Signature Estate & Investment Advisors LLC 0.18% Add +1.0% 328,194 $8.5M
ACT Advisors, LLC. 3.42% Add +9.8% 328,045 $8.5M
United Capital Financial Advisors, LLC 0.06% Reduce -0.4% 327,054 $8.5M
Alliance Wealth Management Group 1.87% Add +6.0% 324,686 $8.4M
Crestwood Advisors Group, LLC 0.14% Reduce -4.7% 321,649 $8.3M
ERn Financial, LLC 1.63% Add +30.6% 318,924 $8.2M
HighTower Advisors, LLC 0.01% Reduce -32.8% 318,609 $8.2M
Appleton Partners Inc. 0.55% Add +3.8% 316,019 $8.2M
Balefire, LLC 1.62% Reduce -9.2% 313,291 $8.1M
Wealth Alliance Advisory Group, LLC 1.45% Add +1.5% 310,489 $8.0M
Savant Capital, LLC 0.05% Reduce -4.8% 308,672 $8.0M
OneAscent Financial Services LLC 0.53% Reduce -20.5% 307,897 $8.0M
PAX Financial Group, LLC 1.39% Reduce -0.3% 297,870 $7.7M
Destiny Capital Corp 4.19% Reduce -5.1% 297,073 $7.7M
Pure Financial Advisors, LLC 0.12% Add +0.5% 286,647 $7.4M
Wealth Watch Advisors, INC 3.04% Add +20.3% 285,880 $7.4M
Burt Wealth Advisors 1.81% Reduce -1.4% 285,082 $7.4M
Ameriprise Financial Inc. 0.00% Add +8.5% 283,337 $7.3M
Perigon Wealth Management, LLC 0.15% Reduce -0.3% 282,860 $7.3M
Orion Porfolio Solutions, LLC 0.05% Reduce -0.6% 273,876 $7.1M
Integrated Advisors Network LLC 0.30% Add +0.2% 273,600 $7.1M
Values Added Financial LLC 3.14% Add +3.3% 273,390 $7.1M
CIBC Bancorp USA Inc. 0.04% — 270,374 $7.0M
Total Clarity Wealth Management, Inc. 1.85% Add +7.6% 268,710 $6.9M
Zhang Financial LLC 0.27% Add +9.1% 259,666 $6.7M
Lanark Financial, Inc. 0.52% Add +8.8% 258,276 $6.7M
IAG Wealth Partners, LLC 0.79% Add +11.8% 254,973 $6.6M
Larson Financial Group LLC 0.23% Reduce -33.6% 250,802 $6.5M
Amtrust Financial Services, Inc. 2.18% No change 250,600 $6.5M
Truist Financial Corp. 0.01% Reduce -26.7% 246,506 $6.4M
Integrated Capital Management, Inc. 4.44% Add +11.1% 246,189 $6.4M
Eldridge Investment Advisors, Inc. 1.36% Reduce -20.6% 230,271 $6.0M
Capital Analysts, LLC 0.17% Add +155.7% 227,676 $5.9M
Lunt Capital Management, Inc. 2.23% Reduce -3.0% 225,955 $5.8M
World Investment Advisors 0.12% Add +73.4% 223,911 $5.8M
Certified Advisory Corp 0.55% Reduce -15.4% 221,998 $5.7M
HBW Advisory Services LLC 0.64% Add +9.3% 220,389 $5.7M
Geneos Wealth Management Inc. 0.14% Add +2.4% 212,680 $5.5M
FSB Premier Wealth Management, Inc. 1.79% Reduce -0.4% 210,483 $5.4M
Alexander Labrunerie & Co., Inc. 2.01% Reduce -0.4% 208,490 $5.4M
Lifeworks Advisors, LLC 0.71% Reduce -0.5% 205,632 $5.3M
Melone Private Wealth, LLC 2.38% Reduce -3.8% 203,180 $5.3M
Parallel Advisors, LLC 0.09% Reduce -4.0% 197,073 $5.1M
JT Stratford LLC 0.66% Add +0.2% 191,004 $4.9M
AE Wealth Management LLC 0.03% Reduce -7.5% 190,472 $4.9M
McMill Wealth Management 1.38% Reduce -0.1% 187,944 $4.9M
Kestra Advisory Services, LLC 0.02% Add +174.1% 184,698 $4.8M
Allworth Financial LP 0.02% Reduce -4.9% 179,728 $4.6M
Avior Wealth Management, LLC 0.15% Add +0.7% 179,717 $4.6M
Independent Wealth Network Inc. 1.44% Add +11.1% 173,216 $4.5M
Barden Capital Management, Inc. 3.59% Reduce -0.7% 167,217 $4.3M
TRUE Private Wealth Advisors 0.39% Add +3.2% 147,875 $3.8M
Creative Financial Designs Inc. 0.26% Add +42.5% 147,058 $3.8M
Auour Investments LLC 1.23% Add +26.6% 146,696 $3.8M
Old Mission Capital LLC 0.13% New 143,304 $3.7M
Independent Financial Group, LLC 0.09% Add +32.8% 139,974 $3.6M
Bull Oak Capital, LLC 1.53% Add +2.0% 139,053 $3.6M
NYL Investors LLC 1.19% Reduce -0.5% 134,419 $3.5M
Vicus Capital 0.26% Add +625.0% 133,256 $3.4M
Townsquare Capital LLC 0.52% Reduce -2.9% 133,035 $3.4M
IFP Advisors, Inc 0.09% Add +3.6% 131,119 $3.4M
CVFG LLC 2.43% Add +17.7% 130,212 $3.4M
Busey Bank 0.09% Reduce -2.5% 126,511 $3.3M
Sentinel Pension Advisors, LLC 0.50% Reduce -19.0% 120,501 $3.1M
Aquire Wealth Advisors, LLC 0.76% Reduce -4.9% 119,495 $3.1M
Global Endowment Management, LP 0.39% Add +5.0% 119,444 $3.1M
Aspetuck Financial Management LLC 2.11% Reduce -0.1% 119,065 $3.1M
Cahill Financial Advisors Inc. 0.34% Add +3.1% 116,182 $3.0M
Stratos Wealth Partners, LTD. 0.04% Add +4.3% 115,607 $3.0M
CGN Advisors LLC 0.24% Add +0.5% 114,414 $3.0M
WealthTrak Capital Management LLC 2.40% Add +4.8% 113,024 $2.9M
Virtue Capital Management, LLC 0.46% Add +437.1% 67,337 $2.9M
Destination Wealth Management 0.08% Reduce -10.7% 108,309 $2.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.15% Reduce -54.8% 102,934 $2.7M
Partners in Financial Planning 0.45% Add +1.6% 101,619 $2.6M
Merit Financial Group, LLC 0.02% Reduce -16.3% 100,918 $2.6M
Bank of New York Mellon Corp 0.00% Add +70.1% 98,950 $2.6M
Sowell Financial Services LLC 0.10% Add +5.2% 98,183 $2.5M
Magnolia Capital Advisors LLC 0.65% Add +17.3% 96,972 $2.5M
Precedent Wealth Partners, LLC 0.55% Add +15.0% 96,902 $2.5M
Orin Green Financial, LLC 1.00% Reduce -9.6% 96,606 $2.5M
Tempus Wealth Planning, LLC 0.56% Add +2.7% 93,693 $2.4M
TrueWealth Advisors, LLC 0.65% Reduce -13.2% 93,525 $2.4M
Comerica Bank 0.01% Reduce -0.0% 92,722 $2.4M
Ashton Thomas Private Wealth, LLC 0.06% Add +1.1% 88,973 $2.3M
Compass Financial Group, Inc. 1.03% Reduce -5.7% 88,411 $2.3M
Legacy Solutions, LLC 2.04% Add +4.5% 87,863 $2.3M
Core Wealth Partners LLC 1.03% Add +12.8% 87,075 $2.3M
Steele Capital Management, Inc. 0.10% Add +1.5% 85,555 $2.2M
Rainier Family Wealth Inc. 1.97% Add +30.5% 85,308 $2.2M
Smartleaf Asset Management LLC 0.13% Add +5.5% 83,995 $2.2M
JBR Co Financial Management Inc 0.89% Add +37.5% 81,579 $2.1M
Fermata Advisors, LLC 0.53% Reduce -4.2% 80,699 $2.1M
Brown Financial Advisors 0.77% Reduce -13.2% 80,120 $2.1M
Pinnacle Family Advisors, LLC 0.89% Add +2.2% 78,857 $2.0M
Private Wealth Group, LLC 1.01% Reduce -2.7% 78,794 $2.0M
Commonwealth Equity Services, LLC 0.00% Reduce -20.2% 76,954 $2.0M
Winch Advisory Services, LLC 0.44% Add +10.7% 75,610 $2.0M
E&G Advisors, LLC 0.44% Reduce -0.1% 72,709 $1.9M
Meridian Wealth Management, LLC 0.07% Reduce -1.9% 71,904 $1.9M
USAdvisors Wealth Management, LLC 0.62% Add +0.8% 69,847 $1.8M
Integrated Wealth Concepts LLC 0.02% Reduce -41.1% 68,418 $1.8M
Citigroup Inc. 0.00% Reduce -12.5% 68,153 $1.8M
G&S Capital LLC 0.61% Add +4.5% 64,313 $1.7M
Strategic Wealth Partners, Ltd. 0.12% Reduce -6.8% 64,270 $1.7M
Laraway Financial Advisors Inc 1.12% Reduce -0.2% 63,656 $1.6M
Wealth Advisory Solutions, LLC 0.40% Add +7.2% 63,142 $1.6M
Prospect Financial Group LLC 1.58% Add +0.1% 62,754 $1.6M
Breakwater Investment Management 0.59% Reduce -1.1% 62,025 $1.6M
International Private Wealth Advisors LLC 1.01% Reduce -26.8% 61,931 $1.6M
Koshinski Asset Management, Inc. 0.11% Reduce -3.0% 61,742 $1.6M
Empower Advisory Group, LLC 0.00% Reduce -47.5% 61,631 $1.6M
Flagship Private Wealth, LLC 0.63% Reduce -1.2% 60,680 $1.6M
Balance Wealth Partners LLC 0.38% Reduce -69.6% 60,161 $1.6M
GPS Wealth Strategies Group, LLC 0.16% Add +0.1% 60,111 $1.6M
TKG Advisors, LLC 0.66% Add +7.7% 59,663 $1.5M
Red Crane Wealth Management, LLC 1.27% Reduce -15.2% 58,343 $1.5M
Kestra Private Wealth Services, LLC 0.02% Reduce -6.9% 57,914 $1.5M
Atria Investments, Inc 0.02% Add +1.8% 57,825 $1.5M
Astoria Portfolio Advisors LLC. 0.39% Reduce -0.7% 57,651 $1.5M
Harbour Investments, Inc. 0.03% Reduce -27.2% 57,379 $1.5M
Carnegie Investment Counsel 0.03% Add +7.5% 57,355 $1.5M
Natixis Advisors, LLC 0.00% Add +1.4% 56,937 $1.5M
Destiny Wealth Partners, LLC 0.18% Reduce -0.2% 56,782 $1.5M
First Financial Bank - Trust Division 0.12% Add +33.2% 56,215 $1.5M
Principal Securities, Inc. 0.02% Add +2.4% 56,211 $1.5M
Sharkey, Howes & Javer 0.19% Reduce -59.1% 55,729 $1.4M
HF Advisory Group, LLC 0.53% Add +7.2% 55,471 $1.4M
Wealthspire Retirement, LLC 0.09% Add +2.2% 54,481 $1.4M
Global Strategic Investment Solutions, LLC 0.14% Add +27.6% 53,817 $1.4M
Altus Wealth Group LLC 0.55% Reduce -5.6% 51,515 $1.3M
Scissortail Wealth Management, LLC 0.29% Reduce -8.7% 50,801 $1.3M
Comprehensive Money Management Services LLC 0.91% Add +0.4% 49,871 $1.3M
Main Street Financial Solutions, LLC 0.08% Add +0.1% 47,970 $1.2M
Financial & Tax Architects, LLC 0.27% Reduce -68.8% 47,284 $1.2M
Susquehanna International Group, LLP 0.00% New 46,495 $1.2M
Goldman Sachs Group Inc. 0.00% Reduce -72.9% 45,898 $1.2M
Mill Capital Management, LLC 0.08% Add +73.5% 44,072 $1.1M
Kelman-Lazarov, Inc. 0.17% Add +57.5% 43,765 $1.1M
Rooted Wealth Advisors, Inc. 0.34% Add +2.6% 42,710 $1.1M
Private Trust Co. NA 0.10% Add +29.5% 41,659 $1.1M
United Advisor Group, LLC 0.14% Add +29.1% 41,560 $1.1M
Tandem Financial, LLC 0.40% New 41,431 $1.1M
Walkner Condon Financial Advisors LLC 0.16% Add +9.5% 40,099 $1.0M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -97.3% 39,476 $1.0M
Dow Chemical Co. 0.39% New 39,266 $1.0M
LexAurum Advisors, LLC 0.14% Add +15.1% 39,017 $1.0M
Hibernia Wealth Partners, LLC 0.64% Reduce -54.9% 38,862 $1.0M
Farther Finance Advisors, LLC 0.01% Add +54.5% 38,425 $993K
Onyx Bridge Wealth Group LLC 0.11% New 38,345 $991K
Keystone Wealth Services, LLC 0.22% Reduce -0.4% 38,173 $987K
FWG Investments, LLC. 0.67% Reduce -33.3% 37,730 $975K
PKS Advisory Services, LLC 0.22% Reduce -1.2% 37,413 $967K
Wrenne Financial Planning LLC 0.41% Add +22.9% 36,701 $949K
Crabel Capital Management, LLC 0.82% Reduce -47.1% 35,581 $920K
MSH Capital Advisors LLC 0.24% Reduce -8.1% 34,404 $889K
Mutual Advisors, LLC 0.02% Add +7.3% 34,043 $887K
Visionary Horizons, LLC 0.49% Add +101.3% 33,863 $875K
Lynx Investment Advisory 0.52% Reduce -12.5% 33,536 $867K
Magnolia Private Wealth, LLC 0.63% Reduce -2.9% 33,250 $860K
Shelter Mutual Insurance Co 0.19% No change 32,900 $851K
AdvisorNet Financial, Inc 0.05% Reduce -0.3% 32,364 $837K
Ascentis Independent Advisors 0.14% Add +17.5% 32,268 $834K
Opulen Financial Group LLC 0.63% Reduce -0.9% 32,044 $828K
Argent Trust Co 0.03% Reduce -1.4% 31,602 $817K
Falcon Wealth Planning 0.07% Reduce -3.2% 31,408 $812K
Colton Groome Financial Advisors, LLC 0.25% Add +0.7% 31,120 $804K
Mattson Financial Services, LLC 0.19% Add +2.9% 31,090 $804K
Narus Financial Partners, LLC 0.21% Add +5.3% 30,200 $781K
Tilson Financial Group, Inc. 0.25% Reduce -6.4% 30,008 $776K
McAdam, LLC 0.04% Reduce -5.1% 29,944 $774K
Hutchinson Financial Advisors, INC 0.75% Add +14.6% 29,466 $759K
Nicolet Advisory Services, LLC 0.06% Reduce -7.9% 29,352 $758K
Raleigh Capital Management Inc. 0.28% Reduce -88.8% 28,987 $749K
Texas Yale Capital Corp. 0.02% Add +52.1% 28,900 $747K
Coppell Advisory Solutions LLC 0.08% Reduce -52.0% 28,481 $737K
EverSource Wealth Advisors, LLC 0.03% Reduce -52.5% 28,410 $734K
Barnes Wealth Management Group, Inc 0.40% Reduce -4.6% 28,037 $725K
Zacks Investment Management 0.01% Reduce -0.7% 27,124 $701K
Paladin Wealth, LLC 0.51% Add +0.8% 26,952 $697K
FreeGulliver LLC 0.30% No change 26,056 $674K
Wealthgarden F.S. LLC 0.48% Add +0.0% 25,768 $672K
Farrell Financial LLC 0.41% Add +0.3% 25,276 $653K
Forza Wealth Management, LLC 0.25% No change 25,150 $650K
Impact Partnership Wealth, LLC 0.09% New 24,329 $629K
Payne Capital LLC 0.61% — 23,400 $605K
Millington Financial Advisors, LLC 0.29% Add +0.1% 23,287 $604K
Medallion Wealth Advisors, LLC 0.21% Reduce -9.1% 22,894 $592K
Freestone Capital Holdings, LLC 0.02% Add +7.1% 22,830 $590K
Exencial Wealth Advisors, LLC 0.02% Reduce -3.8% 22,724 $587K
Cahaba Wealth Management, Inc. 0.04% Reduce -93.6% 22,415 $579K
Triad Wealth Partners, LLC 0.07% Add +9.0% 22,287 $576K
Snider Financial Group 0.15% Add +2.5% 21,953 $567K
Tandem Investment Partners LLC 0.45% Add +6.0% 21,277 $550K
Betterment LLC 0.00% Add +3.9% 20,796 $538K
Riverbend Wealth Management, LLC 0.36% Add +6.8% 20,145 $521K
Shum Financial Group, Inc. 0.38% — 19,900 $514K
Plan A Wealth LLC 0.25% Reduce -29.1% 19,139 $495K
Sovran Advisors, LLC 0.04% Add +8.7% 18,858 $489K
Garrett Wealth Advisory Group, LLC 0.09% Reduce -4.7% 18,810 $486K
Sharper & Granite LLC 0.17% Add +1.1% 18,510 $478K
Balentine LLC 0.02% Reduce -4.2% 18,337 $474K
Axxcess Wealth Management, LLC 0.01% Reduce -84.2% 18,227 $471K
Schwarz Dygos Wheeler Investment Advisors LLC 0.10% Reduce -56.4% 18,093 $468K
Capital CS Group, LLC 0.76% Add +10.2% 17,977 $465K
&partners 0.00% Reduce -5.0% 17,900 $463K
Belpointe Asset Management LLC 0.02% Reduce -53.7% 16,919 $437K
Optivise Advisory Services LLC 0.26% Reduce -23.1% 16,726 $432K
WCG Wealth Advisors LLC 0.03% Reduce -27.8% 16,547 $428K
Kure Advisory, LLC 0.26% Reduce -25.1% 16,478 $426K
CoreCap Advisors, LLC 0.02% Reduce -6.9% 16,474 $426K
Investments & Financial Planning, LLC 0.23% Reduce -5.8% 16,385 $424K
CFS Investment Advisory Services, LLC 0.03% Reduce -51.7% 15,730 $410K
Brookstone Capital Management 0.00% Add +0.1% 15,813 $409K
Brown Financial Advisory 0.21% Reduce -81.9% 15,755 $407K
Financial Engines Advisors L.L.C. 0.00% Add +15.1% 15,529 $401K
Signal Advisors Wealth, LLC 0.04% Reduce -77.7% 15,519 $401K
AMJ Financial Wealth Management 0.10% Add +4.6% 15,327 $396K
Collaborative Wealth Managment Inc. 0.16% Add +0.5% 15,245 $394K
TD Waterhouse Canada Inc. 0.00% Add +7.1% 15,120 $391K
Gladstone Institutional Advisory LLC 0.01% Reduce -10.2% 15,012 $388K
National Bank of Canada 0.00% Add +6.6% 14,990 $387K
Charles Schwab Investment Management Inc. 0.00% Add +51.6% 14,901 $385K
Heartwood Wealth Advisors LLC 0.04% Reduce -0.1% 14,691 $380K
Western Wealth Management, LLC 0.02% Add +26.5% 14,682 $380K
Capital Planning Advisors, LLC 0.05% No change 14,232 $368K
Cove Street Capital, LLC 0.48% No change 14,100 $365K
Retirement Income Solutions, Inc. 0.06% Reduce -3.1% 14,079 $364K
DAVENPORT & Co LLC 0.00% Add +5.5% 13,975 $361K
Northwest Capital Management Inc 0.37% Reduce -71.8% 13,781 $356K
Integrity Alliance, Llc. 0.02% New 13,754 $356K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -86.8% 13,673 $353K
Richardson Financial Services Inc. 0.22% Reduce -73.0% 13,613 $352K
Vise Technologies, Inc. 0.01% Reduce -35.3% 13,452 $348K
Tribridge Partners Financial LLC 0.16% No change 13,401 $347K
Silverlake Wealth Management LLC 0.08% Reduce -16.7% 13,367 $346K
Foundations Investment Advisors, LLC 0.01% Reduce -93.4% 13,317 $344K
Perennial Investment Advisors, LLC 0.03% Reduce -10.2% 13,275 $343K
Buck Wealth Strategies, LLC 0.05% Reduce -0.4% 13,108 $339K
Advisor OS, LLC 0.03% Reduce -23.5% 13,006 $336K
Neuberger Berman Group LLC 0.00% New 13,000 $336K
Hilltop Holdings Inc. 0.02% Reduce -24.4% 12,883 $333K
Tidemark, LLC 0.09% Reduce -2.6% 12,437 $321K
FMR LLC 0.00% Add +97.5% 12,360 $319K
Empirical Asset Management, LLC 0.09% Reduce -21.6% 12,224 $316K
Insight Advisors, LLC/ PA 0.05% Add +8.9% 12,162 $314K
Investment Planning Advisors, Inc. 0.10% Add +3.6% 11,792 $305K
U.S. Capital Wealth Advisors, LLC 0.01% No change 11,677 $302K
Redwood Investment Management, LLC 0.03% New 11,608 $300K
Quest 10 Wealth Builders, Inc. 0.28% Add +0.9% 11,561 $299K
Concord Wealth Partners 0.04% Add +15.9% 11,539 $298K
Kingswood Wealth Advisors, LLC 0.02% Add +9.0% 11,527 $298K
Concord Asset Management, LLC 0.05% Add +14.6% 11,400 $295K
AssuredPartners Investment Advisors, LLC 0.06% Reduce -3.4% 11,279 $292K
Kilter Group LLC 0.14% New 11,112 $287K
Roman Butler Fullerton & Co. 0.08% Add +0.6% 10,818 $281K
Peak Financial Advisors LLC 0.13% Add +16.4% 10,824 $280K
Strategic Financial Planning, Inc. 0.16% Add +0.8% 10,805 $279K
Client 1ST Advisory Group, LLC 0.09% No change 10,536 $272K
GEM Asset Management, LLC 0.13% Add +1.0% 10,347 $267K
OMNI 360 Wealth, Inc. 0.15% Add +0.7% 10,301 $266K
Tolleson Wealth Management, Inc. 0.04% No change 10,180 $263K
Blair William & Co. 0.00% Reduce -0.3% 10,060 $260K
Syverson Strege & Co 0.06% No change 9,820 $254K
Paladin Advisory Group, LLC 0.19% Reduce -59.5% 9,558 $247K
AIFG Consultants Ltd. 0.43% Reduce -12.4% 9,493 $245K
Novus Advisors, LLC 0.56% Reduce -85.0% 9,463 $245K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -41.2% 9,463 $245K
Strategic Wealth Investment Group, LLC 0.02% New 9,424 $244K
Maia Wealth LLC 0.04% Reduce -2.6% 9,371 $242K
Brookwood Investment Group LLC 0.03% Reduce -34.7% 9,330 $241K
WealthCare Investment Partners, LLC 0.08% Reduce -12.2% 9,332 $241K
Lockerman Financial Group, Inc. 0.30% Reduce -81.2% 9,294 $240K
KPP Advisory Services LLC 0.04% New 9,235 $239K
Waterloo Capital, L.P. 0.02% Reduce -1.9% 9,120 $236K
Optimist Retirement Group LLC 0.10% Add +0.9% 8,786 $227K
OLIO Financial Planning 0.07% Add +5.0% 8,777 $227K
D.A. Davidson & Co. 0.00% Reduce -15.8% 8,739 $226K
Asset Dedication, LLC 0.01% No change 8,577 $222K
Financial Advisory Partners, LLC 0.06% Reduce -13.3% 8,554 $221K
Diversify Advisory Services, LLC 0.01% Add +3.7% 8,473 $219K
Ausdal Financial Partners, Inc. 0.01% New 8,369 $216K
Realta Investment Advisors 0.07% Add +69.3% 8,280 $214K
Ehrlich Financial Group 0.13% No change 8,250 $213K
Austin Private Wealth, LLC 0.02% Reduce -96.4% 8,182 $212K
Mercer Global Advisors Inc. 0.00% New 8,132 $210K
Founders Financial Alliance, LLC 0.04% Add +1.0% 8,119 $210K
Atlanta Consulting Group Advisors, LLC 0.05% New 7,942 $205K
Twin Focus Capital Partners, LLC 0.03% New 7,921 $205K
Concurrent Investment Advisors, LLC 0.00% Reduce -14.5% 7,920 $205K
A4 Wealth Advisors LLC 0.17% — 7,785 $201K
Symmetry Partners, LLC 0.02% Reduce -3.5% 7,772 $201K
Sunbelt Securities, Inc. 0.01% No change 7,635 $197K
PNC Financial Services Group, Inc. 0.00% No change 7,387 $191K
Parkside Financial Bank & Trust 0.01% Add +0.1% 7,000 $181K
SBI Securities Co., Ltd. 0.00% Reduce -2.4% 7,000 $181K
Ancora Advisors LLC 0.00% Add +1.0% 6,613 $171K
Tucker Asset Management LLC 0.04% No change 4,518 $117K
Woodside Wealth Management LLC 0.08% Reduce -4.6% 4,084 $106K
Key Financial Inc 0.02% No change 3,894 $101K
Advisory Services Network, LLC 0.00% New 3,822 $99K
WealthCollab, LLC 0.04% No change 3,690 $95K
Richard W. Paul & Associates, LLC 0.03% Reduce -74.5% 3,425 $89K
Rosenberg Matthew Hamilton 0.02% Reduce -9.2% 3,284 $85K
Bank of Montreal 0.00% Reduce -23.9% 3,262 $84K
GHP Investment Advisors, Inc. 0.00% No change 3,200 $83K
CIBC Private Wealth Group LLC 0.00% No change 3,067 $79K
Aptus Capital Advisors, LLC 0.00% Reduce -14.6% 2,941 $76K
Wolff Wiese Magana LLC 0.04% Add +23.8% 2,884 $75K
Capital Investment Advisory Services, LLC 0.01% No change 2,807 $73K
Darwin Wealth Management, LLC 0.02% Add +34.3% 2,725 $70K
JFS Wealth Advisors, LLC 0.00% Add +1.0% 2,581 $67K
Beacon Capital Management, Inc. 0.00% Reduce -52.4% 2,154 $56K
Private Wealth Asset Management, LLC 0.01% Reduce -63.0% 2,078 $54K
WFA of San Diego, LLC 0.04% No change 2,069 $53K
Keener Financial Planning LLC 0.02% No change 2,054 $53K
St Germain D J Co. Inc. 0.00% No change 2,028 $52K
Harbor Investment Advisory, LLC 0.00% No change 1,987 $51K
Westside Investment Management, Inc. 0.01% No change 1,869 $48K
Reyes Financial Architecture, Inc. 0.03% No change 1,819 $47K
Rialto Wealth Management, LLC 0.01% Reduce -83.3% 1,706 $44K
IMG Wealth Management, Inc. 0.02% No change 1,359 $35K
Cheviot Value Management, LLC 0.00% No change 1,273 $33K
Collier Financial 0.02% — 1,248 $32K
Bare Financial Services, Inc 0.01% New 1,238 $32K
Steward Partners Investment Advisory, LLC 0.00% Reduce -14.2% 1,090 $28K
Operose Advisors LLC 0.01% New 1,033 $27K
Gould Capital, LLC 0.02% New 1,000 $26K
Franklin Resources Inc. 0.00% No change 1,000 $26K
FAS Wealth Partners, Inc. 0.00% New 991 $26K
Activest Wealth Management 0.00% No change 915 $24K
Rossby Financial, LCC 0.01% No change 901 $23K
Hemington Wealth Management 0.00% No change 895 $23K
Cornerstone Planning Group LLC 0.00% New 496 $22K
1620 Investment Advisors, Inc. 0.01% No change 813 $21K
MJT & Associates Financial Advisory Group, Inc. 0.02% Reduce -93.0% 762 $20K
Ascentis Wealth Management, LLC 0.00% No change 656 $17K
New England Capital Financial Advisors LLC 0.01% Add +0.9% 639 $17K
Aventus Investment Advisors, Inc. 0.01% Reduce -1.6% 633 $16K
Valley National Advisers Inc. 0.00% Add +1.0% 617 $15K
Fifth Third Bancorp 0.00% New 508 $13K
Phillips Financial Management, LLC 0.00% Add +1.0% 494 $13K
Dogwood Wealth Management LLC 0.00% No change 392 $10K
Dynamic Wealth Strategies, LLC 0.01% No change 384 $10K
Qube Research & Technologies Ltd 0.00% No change 374 $10K
SYM FINANCIAL Corp 0.00% New 318 $8K
TD Private Client Wealth LLC 0.00% No change 302 $8K
North Star Investment Management Corp. 0.00% Add +1.1% 281 $7K
BlackRock, Inc. 0.00% Add +4.1% 280 $7K
Ameritas Advisory Services, LLC 0.00% Reduce -94.6% 262 $7K
Cherry Tree Wealth Management, LLC 0.00% Reduce -54.5% 194 $5K
O'shaughnessy Asset Management, LLC 0.00% Add +18700.0% 188 $5K
Ameritas Investment Partners, Inc. 0.00% Add +8.9% 184 $5K
Barrett & Company, Inc. 0.00% No change 157 $4K
Archer Investment Corp 0.00% No change 138 $4K
Private Wealth Management Group, LLC 0.00% New 133 $3K
Hughes Financial Services, LLC 0.00% No change 113 $3K
Legacy Wealth Managment, LLC 0.00% No change 105 $3K
Midwest Capital Advisors, LLC 0.00% Reduce -90.5% 103 $3K
Investors Research Corp 0.00% No change 84 $2K
Anchor Investment Management, LLC 0.00% No change 81 $2K
Strategic Investment Advisors / MI 0.00% New 56,534 $2K
Pandora Wealth, Inc. 0.00% No change 50 $1K
GAMMA Investing LLC 0.00% New 47 $1K
CX Institutional 0.00% New 25 $1K
Copia Wealth Management 0.00% No change 30 $776
Bfsg, LLC 0.00% No change 30 $776
Transamerica Financial Advisors, LLC 0.00% No change 25 $623
Barclays PLC 0.00% No change 1 $26
Russell Investments Group, Ltd. 0.00% No change 1 $19

"% 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.