SS SPDR P Agg Bond ETFSPABETF
13F holders, Q1 2026 (March 31)549holders +20
56new positions
37sold out
2famous investors
$25.62avg. 13F price*
At the end of Q1 2026, 549 institutions reported holding SS SPDR P Agg Bond ETF (SPAB) in their 13F filings, up 20 from Q4 2025. 56 opened new positions and 37 sold out. The largest holders were LPL Financial LLC ($633.2M), State Street Corp. ($404.0M) and Cwm, LLC ($358.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS SPDR P Agg Bond ETF
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78464A649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $252.6M |
| Exits | 37 | $228.0M |
All 13F filers, Q4 2025 → Q1 2026: 33,328,503 shares bought and 26,972,609 shares sold, net +6,355,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 549 holders
| LPL Financial LLC | 0.17% | Add +5.1% | 24,716,908 | $633.2M |
| State Street Corp. | 0.01% | Add +27.3% | 15,769,631 | $404.0M |
| Cwm, LLC | 0.94% | Reduce -23.0% | 14,001,534 | $358.7M |
| Cerity Partners LLC | 0.46% | Add +8.8% | 12,700,878 | $325.4M |
| Envestnet Asset Management Inc. | 0.07% | Add +7.2% | 9,790,652 | $250.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.50% | Reduce -38.7% | 9,329,661 | $239.0M |
| RiverFront Investment Group, LLC | 3.09% | Add +0.5% | 7,785,255 | $199.5M |
| Horizon Investments, LLC | 2.06% | Add +1.2% | 7,169,907 | $183.7M |
| Exchange Traded Concepts, LLC | 1.41% | Add +1.1% | 7,160,221 | $183.4M |
| Tidal Investments LLC | 0.47% | New | 5,964,025 | $152.3M |
| Bank of America Corp. | 0.01% | Add +23.5% | 5,842,790 | $149.7M |
| Osaic Holdings, Inc. | 0.16% | Add +5.0% | 4,348,451 | $111.4M |
| Tobias Financial Advisors, Inc. | 14.90% | Add +7.0% | 4,178,789 | $107.1M |
| Gradient Investments LLC | 1.47% | Reduce -1.2% | 3,699,377 | $94.8M |
| Baker Avenue Asset Management, LP | 1.98% | Add +2.6% | 3,386,410 | $86.8M |
| Wealthcare Advisory Partners LLC | 1.50% | Add +7.8% | 3,015,178 | $77.2M |
| Convergence Financial, LLC | 7.65% | Add +116.9% | 2,817,632 | $72.1M |
| Raymond James Financial Inc. | 0.02% | Add +3.7% | 2,754,377 | $70.6M |
| Kingsview Wealth Management, LLC | 0.94% | Add +8.6% | 2,695,425 | $69.1M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -27.7% | 2,673,437 | $68.4M |
| Morgan Stanley | 0.00% | Add +4.3% | 2,549,293 | $65.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.5% | 2,460,825 | $62.9M |
| UNIVEST FINANCIAL Corp | 3.48% | Reduce -21.4% | 2,415,915 | $61.9M |
| Great Lakes Retirement, Inc. | 6.25% | Add +3.3% | 2,358,002 | $60.4M |
| Stratos Investment Management, LLC | 2.33% | Add +5.3% | 2,269,728 | $58.2M |
| Trilogy Capital Inc. | 2.54% | Add +3.8% | 2,229,579 | $57.1M |
| N.E.W. Advisory Services LLC | 4.04% | Add +0.1% | 2,110,566 | $54.1M |
| MAI Capital Management | 0.30% | Add +6.8% | 2,063,241 | $52.9M |
| Financial Strategies Group, Inc. | 8.40% | Add +6.5% | 1,958,484 | $50.2M |
| GM Advisory Group, LLC | 1.84% | Add +4.4% | 1,861,558 | $47.7M |
| Vestmark Advisory Solutions, Inc. | 0.53% | Add +27.4% | 1,860,597 | $47.7M |
| Apella Capital, LLC | 0.69% | Add +35.2% | 1,807,132 | $46.5M |
| Independent Advisor Alliance | 0.49% | Add +13939.5% | 1,776,554 | $45.5M |
| AlphaStar Capital Management, LLC | 3.34% | Reduce -22.4% | 1,769,636 | $45.3M |
| Equitable Holdings, Inc. | 0.29% | Reduce -21.9% | 1,722,770 | $44.4M |
| NewEdge Advisors, LLC | 0.16% | Reduce -9.7% | 1,697,190 | $43.5M |
| Cornerstone Advisors Asset Management, LLC | 6.65% | Add +6.3% | 1,680,916 | $43.1M |
| Cetera Investment Advisers | 0.04% | Add +11.9% | 1,619,045 | $41.5M |
| Great Valley Advisor Group, Inc. | 0.70% | Add +6.2% | 1,501,875 | $38.5M |
| Wealth Management Nebraska | 3.69% | Add +0.1% | 1,420,137 | $36.4M |
| Sanctuary Advisors, LLC | 0.19% | Add +4.0% | 1,406,760 | $36.0M |
| Choreo, LLC | 0.44% | Add +186.1% | 1,402,017 | $35.9M |
| Assetmark, Inc. | 0.07% | Add +33.1% | 1,392,759 | $35.7M |
| Stadion Money Management, LLC | 3.52% | Add +0.7% | 1,365,116 | $35.0M |
| Arrien Investments, Inc. | 18.93% | Add +2.0% | 1,362,580 | $34.9M |
| Trinity Wealth Management, LLC | 12.76% | Add +7.2% | 1,356,451 | $34.8M |
| Arete Wealth Advisors, LLC | 2.59% | Add +14.4% | 1,347,198 | $34.5M |
| Lodestar Private Asset Management LLC | 3.34% | Add +5.3% | 1,321,303 | $33.9M |
| Creative Planning | 0.02% | Add +6.4% | 1,267,419 | $32.5M |
| Reston Wealth Management LLC | 9.92% | Add +28.8% | 1,263,512 | $32.4M |
| Truefg, LLC | 8.43% | Add +5.2% | 1,241,952 | $31.8M |
| Virtue Capital Management, LLC | 4.78% | Add +729.2% | 1,230,624 | $31.4M |
| Syon Capital LLC | 1.58% | Add +1.3% | 1,224,099 | $31.4M |
| Mariner, LLC | 0.04% | Add +2.8% | 1,205,315 | $30.9M |
| Waverly Advisors, LLC | 0.23% | Reduce -7.6% | 1,180,666 | $30.2M |
| Private Advisor Group, LLC | 0.14% | Add +14.3% | 1,174,310 | $30.1M |
| Royal Bank of Canada | 0.01% | Add +0.9% | 1,158,598 | $29.7M |
| My Portfolio Guide, LLC | 16.28% | — | 1,148,667 | $29.4M |
| Retiremitten Financial LLC | 14.15% | — | 1,141,710 | $29.3M |
| Cutler Investment Counsel LLC | 2.95% | Add +1.4% | 1,118,858 | $28.7M |
| Gateway Wealth Partners, LLC | 1.11% | Add +132.5% | 1,107,920 | $28.4M |
| Leading Edge Financial Planning LLC | 5.69% | Add +5.0% | 1,054,971 | $27.0M |
| Rockefeller Capital Management L.P. | 0.05% | Add +5.6% | 1,029,855 | $26.4M |
| Banco Santander, S.A. | 0.21% | Reduce -8.9% | 1,020,902 | $26.2M |
| Janney Montgomery Scott LLC | 0.06% | Add +4.3% | 1,010,540 | $25.9M |
| OneDigital Investment Advisors LLC | 0.25% | Reduce -18.1% | 1,001,134 | $25.6M |
| Jones Financial Companies LLLP | 0.01% | Add +11.3% | 984,232 | $25.0M |
| Waller Financial Planning Group, Inc. | 5.46% | Add +3.6% | 965,511 | $24.7M |
| Pinnacle Wealth Planning Services, Inc. | 2.54% | Add +1.1% | 958,023 | $24.5M |
| Elevation Point Wealth Partners, LLC | 0.58% | Add +21.6% | 956,842 | $24.5M |
| Clear Creek Financial Management, LLC | 1.87% | Reduce -3.6% | 950,229 | $24.3M |
| WealthPlan Investment Management, LLC | 1.35% | Add +3.3% | 948,018 | $24.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +12.1% | 941,653 | $24.1M |
| Advisory Alpha, LLC | 0.65% | Add +0.3% | 934,502 | $23.9M |
| Aspire Private Capital, LLC | 5.37% | Add +20.7% | 928,719 | $23.8M |
| Mueller Wealth, LLC | 17.40% | Add +11.8% | 851,393 | $21.8M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +3.0% | 850,160 | $21.8M |
| MML Investors Services, LLC | 0.06% | Add +0.7% | 782,779 | $20.1M |
| Money Concepts Capital Corp. | 1.08% | Add +0.6% | 760,696 | $19.5M |
| IHT Wealth Management, LLC | 0.45% | Reduce -2.0% | 748,829 | $19.2M |
| AQR Capital Management | 0.01% | Add +25.5% | 734,983 | $18.8M |
| Weitzel Financial Services, Inc. | 6.84% | Add +2.4% | 711,263 | $18.2M |
| Kagan Cocozza Asset Management | 12.62% | Reduce -5.7% | 700,150 | $17.9M |
| Advisor OS, LLC | 1.28% | Add +3978.8% | 688,382 | $17.6M |
| Capital Investment Management, Inc. | 5.92% | Add +11.7% | 672,497 | $17.2M |
| Wells Fargo & Company | 0.00% | Reduce -8.4% | 653,618 | $16.7M |
| Tennessee Valley Asset Management Partners | 2.19% | Add +56.7% | 645,763 | $16.5M |
| Nicolet Bankshares Inc. | 0.60% | New | 632,970 | $16.2M |
| Park Avenue Securities LLC | 0.12% | New | 609,551 | $15.6M |
| Bensler, LLC | 1.58% | Reduce -23.9% | 598,750 | $15.3M |
| Corient Private Wealth LP | 0.02% | Reduce -20.7% | 586,765 | $15.0M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +0.9% | 575,698 | $14.7M |
| SigFig Wealth Management, LLC | 0.43% | Add +6.8% | 570,377 | $14.6M |
| Stifel Financial Corp. | 0.01% | Reduce -0.8% | 568,097 | $14.6M |
| UBS Group AG | 0.00% | Add +39.0% | 530,983 | $13.6M |
| Simplicity Wealth,LLC | 0.77% | Add +29.0% | 530,938 | $13.6M |
| Columbia River Financial Group, LLC | 7.87% | Add +5.1% | 528,857 | $13.5M |
| Financial Planning Fort Collins, LLC | 10.45% | Add +15.2% | 520,947 | $13.4M |
| Cyr Financial Inc. | 7.70% | Add +8.3% | 510,395 | $13.1M |
| Advisory Resource Group | 2.24% | Add +7.0% | 507,679 | $13.0M |
"% 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.