SS SPDR P Agg Bond ETFSPABETF

13F holders, Q4 2025 (December 31)
529holders +40
46new positions
32sold out
3famous investors
$25.75avg. 13F price*

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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions46$170.0M
Exits32$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.

Show all 529 holders