SPAB Institutional Ownership & Shareholders
SPDR PORTFOLIO AGGREGATE BON (SPAB) is currently held by 535 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.02B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPAB tracked by InsiderSet, reporting ownership valued at approximately $646.43M in its June 30, 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 $629.46M, representing an estimated loss of -2.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed SPAB value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, State Street Corp, Cerity Partners 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
535
Total Reported Value
$7.02B
Largest Holder
Lpl Financial Llc
Largest Position
$646.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.15% | 25,330,337 | $646,430,166 | $629,458,874 | -$16,971,292 | -2.63% | |
| State Street Corp | 0.01% | 14,524,976 | $370,677,388 | $360,945,654 | -$9,731,734 | -2.63% | |
| Cerity Partners Llc | 0.45% | 14,403,756 | $367,583,844 | $357,933,337 | -$9,650,507 | -2.63% | |
| Cwm, Llc | 0.94% | 14,001,534 | $358,719,298 | $347,938,120 | -$10,781,178 | -3.01% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 3.36% | 10,567,608 | $257,426,924 | $262,605,059 | +$5,178,135 | +2.01% | |
| Envestnet Asset Management Inc | 0.06% | 9,857,952 | $251,574,944 | $244,970,107 | -$6,604,837 | -2.63% | |
| Riverfront Investment Group, Llc | 2.63% | 7,808,136 | $199,263,650 | $194,032,180 | -$5,231,470 | -2.63% | |
| Exchange Traded Concepts, Llc | 0.85% | 7,927,686 | $193,118,431 | $197,002,997 | +$3,884,566 | +2.01% | |
| Bank Of America Corp | 0.01% | 7,130,294 | $181,965,112 | $177,187,806 | -$4,777,306 | -2.63% | |
| Tidal Investments Llc | 0.35% | 5,605,943 | $142,570,712 | $139,307,684 | -$3,263,028 | -2.29% | |
| Horizon Investments, Llc | 1.44% | 9,729,670 | $131,642,435 | $241,782,300 | +$110,139,865 | +83.67% | |
| Osaic Holdings, Inc. | 0.14% | 4,558,553 | $116,334,490 | $113,280,042 | -$3,054,448 | -2.63% | |
| Tobias Financial Advisors, Inc. | 14.35% | 4,428,126 | $113,005,768 | $110,038,931 | -$2,966,837 | -2.63% | |
| Baker Avenue Asset Management, Lp | 1.71% | 3,528,562 | $90,048,905 | $87,684,766 | -$2,364,139 | -2.63% | |
| Wealthcare Advisory Partners Llc | 1.45% | 3,517,485 | $85,685,935 | $87,409,502 | +$1,723,567 | +2.01% | |
| Raymond James Financial Inc | 0.02% | 2,933,787 | $74,870,241 | $72,904,607 | -$1,965,634 | -2.63% | |
| Kingsview Wealth Management, Llc | 0.86% | 2,763,710 | $70,529,875 | $68,678,194 | -$1,851,682 | -2.63% | |
| Alphastar Capital Management, Llc | 4.14% | 2,844,244 | $69,285,794 | $70,679,463 | +$1,393,669 | +2.01% | |
| Morgan Stanley | 0.00% | 2,688,668 | $68,614,854 | $66,813,400 | -$1,801,454 | -2.63% | |
| Jpmorgan Chase & Co | 0.00% | 2,585,412 | $66,264,166 | $64,247,488 | -$2,016,678 | -3.04% | |
| Cornerstone Advisors Asset Management, Llc | 8.46% | 2,534,062 | $64,669,262 | $62,971,441 | -$1,697,821 | -2.63% | |
| Apella Capital, Llc | 0.82% | 2,646,568 | $64,338,062 | $65,767,215 | +$1,429,153 | +2.22% | |
| Wealth Enhancement Advisory Services, Llc | 0.09% | 2,564,424 | $62,520,646 | $63,725,936 | +$1,205,290 | +1.93% | |
| Great Lakes Retirement, Inc. | 5.30% | 2,486,535 | $60,571,996 | $61,790,395 | +$1,218,399 | +2.01% | |
| Stratos Investment Management, Llc | 2.19% | 2,369,899 | $60,479,839 | $58,891,990 | -$1,587,849 | -2.63% | |
| Univest Financial Corp | 2.94% | 2,350,569 | $59,986,509 | $58,411,640 | -$1,574,869 | -2.63% | |
| Gradient Investments Llc | 0.86% | 2,457,803 | $59,872,081 | $61,076,405 | +$1,204,324 | +2.01% | |
| Mai Capital Management | 0.22% | 2,226,732 | $56,826,205 | $55,334,290 | -$1,491,915 | -2.63% | |
| N.E.W. Advisory Services Llc | 3.76% | 2,205,265 | $56,278,352 | $54,800,835 | -$1,477,517 | -2.63% | |
| Financial Strategies Group, Inc. | 8.49% | 2,113,953 | $53,292,765 | $52,531,732 | -$761,033 | -1.43% | |
| Equitable Holdings, Inc. | 0.31% | 2,060,940 | $52,595,100 | $51,214,359 | -$1,380,741 | -2.63% | |
| Wealthspire Advisors, Llc | 0.29% | 2,058,853 | $52,541,934 | $51,162,497 | -$1,379,437 | -2.63% | |
| Gm Advisory Group, Llc | 1.84% | 1,861,558 | $47,693,103 | $46,259,716 | -$1,433,387 | -3.01% | |
| Banco Santander, S.A. | 0.28% | 1,773,218 | $45,252,523 | $44,064,467 | -$1,188,056 | -2.63% | |
| Assetmark, Inc | 0.07% | 1,767,637 | $43,059,637 | $43,925,779 | +$866,142 | +2.01% | |
| Newedge Advisors, Llc | 0.13% | 1,667,791 | $42,562,012 | $41,444,606 | -$1,117,406 | -2.63% | |
| Cetera Investment Advisers | 0.04% | 1,644,992 | $41,980,196 | $40,878,051 | -$1,102,145 | -2.63% | |
| Great Valley Advisor Group, Inc. | 0.66% | 1,634,324 | $41,708,096 | $40,612,951 | -$1,095,145 | -2.63% | |
| Vestmark Advisory Solutions, Inc. | 0.39% | 1,626,601 | $41,510,857 | $40,421,035 | -$1,089,822 | -2.63% | |
| Sanctuary Advisors, Llc | 0.18% | 1,533,755 | $39,141,421 | $38,113,812 | -$1,027,609 | -2.63% | |
| Arrien Investments, Inc. | 18.35% | 1,469,830 | $35,805,048 | $36,525,276 | +$720,228 | +2.01% | |
| Stadion Money Management, Llc | 3.03% | 1,382,116 | $35,150,665 | $34,345,583 | -$805,082 | -2.29% | |
| Arete Wealth Advisors, Llc | 2.27% | 1,347,217 | $34,380,990 | $33,478,342 | -$902,648 | -2.63% | |
| Truefg, Llc | 7.95% | 1,403,864 | $34,198,116 | $34,886,020 | +$687,904 | +2.01% | |
| Wealth Management Nebraska | 2.98% | 1,394,094 | $33,960,151 | $34,643,236 | +$683,085 | +2.01% | |
| Lodestar Private Asset Management Llc | 2.87% | 1,354,481 | $32,995,150 | $33,658,853 | +$663,703 | +2.01% | |
| Reston Wealth Management Llc | 8.68% | 1,314,132 | $32,012,245 | $32,656,180 | +$643,935 | +2.01% | |
| Retiremitten Financial Llc | 13.48% | 1,252,023 | $31,951,638 | $31,112,772 | -$838,866 | -2.63% | |
| Private Advisor Group, Llc | 0.15% | 1,250,683 | $31,917,430 | $31,079,473 | -$837,957 | -2.63% | |
| Trinity Wealth Management, Llc | 9.88% | 1,279,725 | $31,174,111 | $31,801,166 | +$627,055 | +2.01% |
Frequently asked questions about SPAB
Who are the largest institutional holders of SPAB?
The largest institutional holders of SPAB reported in the latest SEC Form 13F filings include Lpl Financial Llc, State Street Corp, Cerity Partners Llc, Cwm, Llc, and Cliftonlarsonallen Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported SPAB position.
What is SPAB institutional ownership?
This page tracks SPAB positions reported by institutional investment managers through SEC Form 13F. SPDR PORTFOLIO AGGREGATE BON (SPAB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPAB?
InsiderSet currently tracks 535 institutional managers reporting SPAB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPAB shareholders.
How much SPAB stock do institutions own?
Institutional investment managers disclosed approximately $7.02B in SPAB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPAB institutional ownership last updated?
The latest SPAB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPAB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPAB position after the reporting date.
Are institutions buying or selling SPAB?
Institutional buying and selling can be analyzed by comparing SPAB positions across consecutive 13F reporting periods. InsiderSet's SPAB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPAB ownership changes.
How has SPAB institutional ownership changed over time?
InsiderSet tracks SPAB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.