SPDR PORTFOLIO AGGREGATE BON (SPAB) Institutional Ownership Changes & 13F Activity

SPDR PORTFOLIO AGGREGATE BON (SPAB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cerity Partners Llc, Bank Of America Corp, State Street Corp, Equitable Holdings, Inc., and Integrated Wealth Concepts Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Portfolio Solutions, Inc.Sell-236,170-78.3%65,346$1.67MQ2 2026Sep 23, 2026
Envestnet Asset Management IncBuy+67,300+0.7%9,857,952$251.57MQ2 2026Sep 23, 2026
State Street CorpSell-1,244,655-7.9%14,524,976$370.68MQ2 2026Sep 22, 2026
Cherry Tree Wealth Management, LlcSell-704-77.0%210$5.36KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+329,019+473.5%398,509$10.17MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+8+0.1%7,023$179.23KQ2 2026Sep 04, 2026
Brown, Lisle/Cummings, Inc.Buy+12,189+679.1%13,984$356.87KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-291,216-49.6%295,549$7.54MQ2 2026Aug 27, 2026
Brown Financial AdvisorsSell-17,938-36.2%31,669$807.55KQ2 2026Aug 26, 2026
Tobias Financial Advisors, Inc.Buy+249,337+6.0%4,428,126$113.01MQ2 2026Aug 25, 2026
Kingsview Wealth Management, LlcBuy+68,285+2.5%2,763,710$70.53MQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-4,028-22.6%13,828$352.89KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-15,637-2.7%560,061$14.29MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+338,170+19.6%2,060,940$52.60MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+20,492+6.8%319,785$8.16MQ2 2026Aug 17, 2026
Redwood Investment Management, LlcBuy+11,754+48.2%36,152$923.00KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-6,082-1.9%312,210$7.96MQ2 2026Aug 17, 2026
Sanchez Levi GarrettBuy+4,488+7.6%63,301$1.62MQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcBuy+275+0.6%50,146$1.28MQ2 2026Aug 17, 2026
Cerity Partners LlcBuy+1,702,878+13.4%14,403,756$367.58MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+1,287,504+22.0%7,130,294$181.97MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+292,809—292,809$7.47MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-233,996-12.6%1,626,601$41.51MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+210,102+4.8%4,558,553$116.33MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+179,410+6.5%2,933,787$74.87MQ2 2026Aug 14, 2026
Wealth Watch Advisors, IncBuy+165,826+447.1%202,919$5.18MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+163,491+7.9%2,226,732$56.83MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+147,732+321.9%193,630$4.94MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-135,661-51.9%125,699$3.21MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+124,724—124,724$3.18MQ2 2026Aug 14, 2026
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Frequently asked questions about SPAB activity

  • Which institutional owners are buying SPAB?

    Institutional owners buying SPAB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SPAB activity?

    "Buy" means an investor increased their reported position in SPAB compared to the prior reporting period. This reflects growing exposure to SPDR PORTFOLIO AGGREGATE BON (SPAB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPAB increasing?

    Institutional interest in SPAB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.