SS SPDR P Agg Bond ETFSPABETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 529 institutions reported holding SS SPDR P Agg Bond ETF (SPAB) in their 13F filings, up 40 from Q3 2025. 46 opened new positions and 32 sold out. The largest holders were LPL Financial LLC ($605.5M), Cwm, LLC ($468.5M) and Cliftonlarsonallen Wealth Advisors, LLC ($391.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR P Agg Bond ETF
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78464A649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $170.0M |
| Exits | 32 | $85.8M |
All 13F filers, Q3 2025 → Q4 2025: 29,138,881 shares bought and 13,852,430 shares sold, net +15,286,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 529 holders
| LPL Financial LLC | 0.17% | Add +7.0% | 23,515,369 | $605.5M |
| Cwm, LLC | 1.27% | Add +7.0% | 18,193,758 | $468.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 5.92% | Add +7.4% | 15,211,308 | $391.7M |
| State Street Corp. | 0.01% | Add +37.1% | 12,391,684 | $319.1M |
| Cerity Partners LLC | 0.44% | Add +5.5% | 11,679,296 | $300.7M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -12.3% | 9,131,920 | $235.1M |
| RiverFront Investment Group, LLC | 3.29% | Reduce -0.3% | 7,746,423 | $199.5M |
| Horizon Investments, LLC | 2.31% | Add +1.6% | 7,087,609 | $182.5M |
| Exchange Traded Concepts, LLC | 1.52% | Add +1.6% | 7,081,541 | $182.3M |
| Bank of America Corp. | 0.01% | Add +584.9% | 4,730,238 | $121.8M |
| Osaic Holdings, Inc. | 0.16% | Add +0.6% | 4,142,470 | $106.7M |
| Tobias Financial Advisors, Inc. | 14.21% | Add +5.8% | 3,904,988 | $100.6M |
| Gradient Investments LLC | 1.53% | Reduce -2.4% | 3,743,769 | $96.4M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +1.5% | 3,698,930 | $95.4M |
| United Services Automobile Association | 5.80% | New | 3,559,006 | $91.6M |
| Baker Avenue Asset Management, LP | 1.96% | Add +7.0% | 3,301,755 | $85.0M |
| UNIVEST FINANCIAL Corp | 4.20% | Reduce -0.2% | 3,074,608 | $79.2M |
| JPMorgan Chase & Co. | 0.00% | Add +27.3% | 2,813,584 | $72.4M |
| Wealthcare Advisory Partners LLC | 1.42% | Add +11.8% | 2,798,135 | $72.1M |
| Rational Advisors, Inc. | 7.81% | Reduce -5.2% | 2,786,100 | $71.7M |
| Raymond James Financial Inc. | 0.02% | Add +1.6% | 2,656,025 | $68.4M |
| Kingsview Wealth Management, LLC | 0.92% | Add +7.3% | 2,482,110 | $63.9M |
| Morgan Stanley | 0.00% | Add +53.6% | 2,444,589 | $62.9M |
| Great Lakes Retirement, Inc. | 6.11% | Add +3.4% | 2,282,022 | $58.8M |
| AlphaStar Capital Management, LLC | 4.31% | Add +18.2% | 2,279,860 | $58.7M |
| Equitable Holdings, Inc. | 0.39% | Reduce -2.6% | 2,205,330 | $56.8M |
| Stratos Investment Management, LLC | 2.22% | Add +5.2% | 2,154,828 | $55.5M |
| Trilogy Capital Inc. | 2.47% | Add +3.1% | 2,147,447 | $55.3M |
| N.E.W. Advisory Services LLC | 4.02% | Add +16.9% | 2,108,406 | $54.3M |
| MAI Capital Management | 0.29% | Add +4.4% | 1,931,743 | $49.7M |
| NewEdge Advisors, LLC | 0.18% | Add +17.8% | 1,880,061 | $48.4M |
| Financial Strategies Group, Inc. | 8.59% | Add +4.1% | 1,839,895 | $47.5M |
| GM Advisory Group, LLC | 1.80% | Add +5.6% | 1,783,570 | $45.9M |
| Cornerstone Advisors Asset Management, LLC | 6.61% | Add +1.5% | 1,580,729 | $40.7M |
| Vestmark Advisory Solutions, Inc. | 0.51% | Add +64.0% | 1,460,547 | $37.6M |
| Cetera Investment Advisers | 0.04% | Add +17.3% | 1,447,229 | $37.3M |
| Wealth Management Nebraska | 4.18% | Add +4.2% | 1,419,003 | $36.5M |
| Great Valley Advisor Group, Inc. | 0.70% | Reduce -44.8% | 1,413,637 | $36.4M |
| Stadion Money Management, LLC | 2.83% | Add +1.6% | 1,355,816 | $34.9M |
| Sanctuary Advisors, LLC | 0.19% | Add +3.5% | 1,353,103 | $34.8M |
| Apella Capital, LLC | 0.68% | Add +24.6% | 1,336,604 | $34.4M |
| Arrien Investments, Inc. | 19.39% | Add +10.8% | 1,335,148 | $34.4M |
| Convergence Financial, LLC | 4.88% | Add +5.4% | 1,299,020 | $33.4M |
| Waverly Advisors, LLC | 0.27% | Reduce -23.2% | 1,277,480 | $32.9M |
| Donoghue Forlines LLC | 10.13% | New | 1,272,713 | $32.8M |
| Trinity Wealth Management, LLC | 12.00% | Add +1.3% | 1,265,473 | $32.6M |
| Lodestar Private Asset Management LLC | 3.24% | Add +7.9% | 1,254,232 | $32.3M |
| OneDigital Investment Advisors LLC | 0.31% | Add +32.0% | 1,222,647 | $31.5M |
| Syon Capital LLC | 1.55% | Add +2.1% | 1,208,452 | $31.1M |
| Creative Planning | 0.02% | Add +26.2% | 1,191,184 | $30.7M |
| Truefg, LLC | 8.16% | Add +3.6% | 1,180,299 | $30.4M |
| Arete Wealth Advisors, LLC | 2.10% | Add +4.5% | 1,177,927 | $30.3M |
| Mariner, LLC | 0.04% | Add +2.3% | 1,172,631 | $30.2M |
| Royal Bank of Canada | 0.01% | Reduce -1.1% | 1,148,498 | $29.6M |
| Banco Santander, S.A. | 0.22% | Add +0.3% | 1,120,896 | $28.9M |
| Americana Partners, LLC | 0.79% | Add +3.5% | 1,119,972 | $28.8M |
| Cutler Investment Counsel LLC | 2.96% | Add +3.5% | 1,103,313 | $28.4M |
| Assetmark, Inc. | 0.05% | Add +37.4% | 1,046,163 | $26.9M |
| Private Advisor Group, LLC | 0.12% | Reduce -45.3% | 1,027,581 | $26.5M |
| Leading Edge Financial Planning LLC | 5.90% | Add +10.3% | 1,005,213 | $25.9M |
| Clear Creek Financial Management, LLC | 2.07% | Reduce -17.4% | 986,054 | $25.4M |
| Reston Wealth Management LLC | 7.73% | Add +2.9% | 980,752 | $25.3M |
| Rockefeller Capital Management L.P. | 0.05% | Add +16.4% | 975,100 | $25.1M |
| Janney Montgomery Scott LLC | 0.06% | Add +3.2% | 968,638 | $24.9M |
| Pinnacle Wealth Planning Services, Inc. | 2.55% | Add +9.9% | 947,829 | $24.4M |
| Waller Financial Planning Group, Inc. | 5.33% | Add +3.6% | 931,628 | $24.0M |
| Advisory Alpha, LLC | 0.65% | Add +1.3% | 931,305 | $24.0M |
| WealthPlan Investment Management, LLC | 1.51% | Add +7.0% | 917,996 | $23.6M |
| Jones Financial Companies LLLP | 0.01% | Add +11.9% | 884,043 | $22.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +4.9% | 839,980 | $21.6M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +0.4% | 825,178 | $21.2M |
| Elevation Point Wealth Partners, LLC | 0.98% | Add +11.7% | 786,845 | $20.3M |
| Bensler, LLC | 2.03% | Reduce -3.6% | 786,255 | $20.2M |
| MML Investors Services, LLC | 0.05% | Reduce -8.1% | 777,421 | $20.0M |
| Aspire Private Capital, LLC | 4.41% | Add +12.8% | 769,496 | $19.8M |
| IHT Wealth Management, LLC | 0.48% | Reduce -5.9% | 764,509 | $19.7M |
| Mueller Wealth, LLC | 16.23% | — | 761,684 | $19.6M |
| Money Concepts Capital Corp. | 1.09% | Add +6.0% | 756,226 | $19.5M |
| Kagan Cocozza Asset Management | 13.60% | Add +15.9% | 742,520 | $19.1M |
| Corient Private Wealth LP | 0.03% | New | 739,599 | $19.0M |
| Wells Fargo & Company | 0.00% | Add +8.3% | 713,783 | $18.4M |
| Weitzel Financial Services, Inc. | 6.92% | Add +2.8% | 694,649 | $17.9M |
| MIdWestOne Financial Group, Inc. | 1.81% | Add +28.6% | 631,343 | $16.3M |
| Capital Investment Management, Inc. | 5.42% | — | 601,986 | $15.5M |
| AQR Capital Management | 0.01% | Reduce -0.3% | 585,770 | $15.1M |
| Stifel Financial Corp. | 0.01% | Add +3.9% | 572,818 | $14.8M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +4.4% | 570,304 | $14.7M |
| SigFig Wealth Management, LLC | 0.41% | Add +5.0% | 533,811 | $13.8M |
| Golden State Wealth Management, LLC | 1.37% | Add +0.1% | 504,992 | $13.0M |
| Columbia River Financial Group, LLC | 7.95% | Add +9.6% | 503,360 | $13.0M |
| Choreo, LLC | 0.16% | Reduce -8.8% | 490,063 | $12.7M |
| Citadel Advisors | 0.01% | New | 490,966 | $12.6M |
| RFG Advisory, LLC | 0.23% | Reduce -0.2% | 483,255 | $12.4M |
| Gateway Wealth Partners, LLC | 1.37% | Add +23.1% | 476,536 | $12.3M |
| Advisory Resource Group | 2.15% | Add +5.8% | 474,308 | $12.2M |
| Cyr Financial Inc. | 7.57% | Add +23.5% | 471,228 | $12.1M |
| Copley Financial Group, Inc. | 7.42% | Reduce -5.5% | 465,481 | $12.0M |
| Rochester Wealth Strategies, LLC | 7.36% | Add +7.2% | 455,432 | $11.7M |
| Financial Planning Fort Collins, LLC | 10.23% | — | 452,243 | $11.6M |
| Stewardship Advisors, LLC | 2.61% | Reduce -26.9% | 438,992 | $11.3M |
"% 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.