SPDR PORTFOLIO AGGREGATE BON (SPAB) Institutional Shareholders
SPDR PORTFOLIO AGGREGATE BON (SPAB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $6.95B in SPAB holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPAB tracked by InsiderSet, reporting ownership valued at approximately $633.25M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $620.64M, representing an estimated loss of -1.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed SPAB value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, State Street Corp, Cwm, Llc, and several other long-term asset managers with concentrated positions in SPDR PORTFOLIO AGGREGATE BON (SPAB).
This page ranks the largest institutional SPAB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
527
Total Reported Value
$6.95B
Largest Holder
Lpl Financial Llc
Largest Position
$633.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.17% | 24,716,908 | $633,247,174 | $620,641,560 | -$12,605,614 | -1.99% | |
| State Street Corp | 0.01% | 15,769,631 | $404,017,946 | $395,975,434 | -$8,042,512 | -1.99% | |
| Cwm, Llc | 0.94% | 14,001,534 | $358,719,298 | $351,578,519 | -$7,140,779 | -1.99% | |
| Cerity Partners Llc | 0.46% | 12,700,878 | $325,396,478 | $318,919,047 | -$6,477,431 | -1.99% | |
| Envestnet Asset Management Inc | 0.06% | 9,857,952 | $251,574,944 | $247,533,175 | -$4,041,769 | -1.61% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 3.28% | 9,787,519 | $249,777,474 | $245,764,602 | -$4,012,872 | -1.61% | |
| Exchange Traded Concepts, Llc | 1.23% | 9,727,132 | $248,236,409 | $244,248,285 | -$3,988,124 | -1.61% | |
| Riverfront Investment Group, Llc | 2.63% | 7,808,136 | $199,263,650 | $196,062,295 | -$3,201,355 | -1.61% | |
| Horizon Investments, Llc | 2.06% | 7,169,907 | $183,693,017 | $180,036,365 | -$3,656,652 | -1.99% | |
| Tidal Investments Llc | 0.48% | 5,964,025 | $152,302,406 | $149,756,668 | -$2,545,738 | -1.67% | |
| Bank Of America Corp | 0.01% | 5,842,790 | $149,692,283 | $146,712,457 | -$2,979,826 | -1.99% | |
| Osaic Holdings, Inc. | 0.16% | 4,348,451 | $111,407,518 | $109,189,605 | -$2,217,913 | -1.99% | |
| Tobias Financial Advisors, Inc. | 14.90% | 4,178,789 | $107,060,572 | $104,929,392 | -$2,131,180 | -1.99% | |
| Baker Avenue Asset Management, Lp | 1.71% | 3,528,562 | $90,048,905 | $88,602,192 | -$1,446,713 | -1.61% | |
| Wealthcare Advisory Partners Llc | 1.55% | 3,206,173 | $81,821,543 | $80,507,004 | -$1,314,539 | -1.61% | |
| Raymond James Financial Inc | 0.02% | 2,754,377 | $70,567,139 | $69,162,406 | -$1,404,733 | -1.99% | |
| Kingsview Wealth Management, Llc | 0.94% | 2,695,425 | $69,056,780 | $67,682,122 | -$1,374,658 | -1.99% | |
| Alphastar Capital Management, Llc | 4.32% | 2,660,661 | $67,900,080 | $66,809,198 | -$1,090,882 | -1.61% | |
| Wealth Enhancement Advisory Services, Llc | 0.11% | 2,636,743 | $66,656,875 | $66,208,617 | -$448,258 | -0.67% | |
| Morgan Stanley | 0.00% | 2,549,293 | $65,312,914 | $64,012,747 | -$1,300,167 | -1.99% | |
| Univest Financial Corp | 3.48% | 2,415,915 | $61,895,734 | $60,663,626 | -$1,232,108 | -1.99% | |
| Great Lakes Retirement, Inc. | 5.49% | 2,424,802 | $61,880,944 | $60,886,778 | -$994,166 | -1.61% | |
| Gradient Investments Llc | 0.82% | 2,336,644 | $59,631,158 | $58,673,131 | -$958,027 | -1.61% | |
| Stratos Investment Management, Llc | 2.33% | 2,269,728 | $58,150,434 | $56,992,870 | -$1,157,564 | -1.99% | |
| Apella Capital, Llc | 0.80% | 2,223,605 | $56,301,672 | $55,834,722 | -$466,950 | -0.83% | |
| N.E.W. Advisory Services Llc | 4.04% | 2,110,566 | $54,072,691 | $52,996,312 | -$1,076,379 | -1.99% | |
| Mai Capital Management | 0.30% | 2,063,241 | $52,860,235 | $51,807,982 | -$1,052,253 | -1.99% | |
| Financial Strategies Group, Inc. | 8.40% | 1,958,484 | $50,195,941 | $49,177,533 | -$1,018,408 | -2.03% | |
| Gm Advisory Group, Llc | 1.84% | 1,861,558 | $47,693,103 | $46,743,721 | -$949,382 | -1.99% | |
| Vestmark Advisory Solutions, Inc. | 0.53% | 1,860,597 | $47,668,509 | $46,719,591 | -$948,918 | -1.99% | |
| Independent Advisor Alliance | 0.49% | 1,776,554 | $45,515,337 | $44,609,271 | -$906,066 | -1.99% | |
| Banco Santander, S.A. | 0.28% | 1,773,218 | $45,252,523 | $44,525,504 | -$727,019 | -1.61% | |
| Equitable Holdings, Inc. | 0.29% | 1,722,770 | $44,361,328 | $43,258,755 | -$1,102,573 | -2.49% | |
| Cornerstone Advisors Asset Management, Llc | 6.65% | 1,680,916 | $43,065,080 | $42,207,801 | -$857,279 | -1.99% | |
| Cetera Investment Advisers | 0.04% | 1,619,045 | $41,479,920 | $40,654,220 | -$825,700 | -1.99% | |
| Great Valley Advisor Group, Inc. | 0.70% | 1,501,875 | $38,478,437 | $37,712,081 | -$766,356 | -1.99% | |
| Arrien Investments, Inc. | 18.42% | 1,431,245 | $36,525,361 | $35,938,562 | -$586,799 | -1.61% | |
| Wealth Management Nebraska | 3.23% | 1,420,593 | $36,253,556 | $35,671,090 | -$582,466 | -1.61% | |
| Convergence Financial, Llc | 4.95% | 1,408,816 | $36,061,250 | $35,375,370 | -$685,880 | -1.90% | |
| Sanctuary Advisors, Llc | 0.19% | 1,406,760 | $36,041,199 | $35,323,744 | -$717,455 | -1.99% | |
| Lodestar Private Asset Management Llc | 3.11% | 1,410,335 | $35,991,737 | $35,413,512 | -$578,225 | -1.61% | |
| Choreo, Llc | 0.44% | 1,402,017 | $35,919,665 | $35,204,647 | -$715,018 | -1.99% | |
| Arete Wealth Advisors, Llc | 2.58% | 1,347,198 | $34,540,591 | $33,828,142 | -$712,449 | -2.06% | |
| Reston Wealth Management Llc | 9.26% | 1,346,522 | $34,363,249 | $33,811,167 | -$552,082 | -1.61% | |
| Truefg, Llc | 7.76% | 1,301,815 | $33,222,311 | $32,688,575 | -$533,736 | -1.61% | |
| Creative Planning | 0.02% | 1,267,419 | $32,471,280 | $31,824,891 | -$646,389 | -1.99% | |
| Trinity Wealth Management, Llc | 10.18% | 1,257,417 | $32,089,292 | $31,573,741 | -$515,551 | -1.61% | |
| Private Advisor Group, Llc | 0.15% | 1,250,683 | $31,917,430 | $31,404,650 | -$512,780 | -1.61% | |
| Virtue Capital Management, Llc | 4.78% | 1,230,624 | $31,442,443 | $30,900,969 | -$541,474 | -1.72% | |
| Syon Capital Llc | 1.58% | 1,224,099 | $31,361,426 | $30,737,126 | -$624,300 | -1.99% |
Frequently asked questions about SPAB
Who owns the most SPAB stock?
The largest holders of SPAB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR PORTFOLIO AGGREGATE BON (SPAB).
Is SPAB widely held by superinvestors?
Many widely followed stocks like SPAB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPAB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.