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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | Sell | -236,170 | -78.3% | 65,346 | $1.67M | Q2 2026 | Sep 23, 2026 |
| Envestnet Asset Management Inc | Buy | +67,300 | +0.7% | 9,857,952 | $251.57M | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Sell | -1,244,655 | -7.9% | 14,524,976 | $370.68M | Q2 2026 | Sep 22, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -704 | -77.0% | 210 | $5.36K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +329,019 | +473.5% | 398,509 | $10.17M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +8 | +0.1% | 7,023 | $179.23K | Q2 2026 | Sep 04, 2026 |
| Brown, Lisle/Cummings, Inc. | Buy | +12,189 | +679.1% | 13,984 | $356.87K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -291,216 | -49.6% | 295,549 | $7.54M | Q2 2026 | Aug 27, 2026 |
| Brown Financial Advisors | Sell | -17,938 | -36.2% | 31,669 | $807.55K | Q2 2026 | Aug 26, 2026 |
| Tobias Financial Advisors, Inc. | Buy | +249,337 | +6.0% | 4,428,126 | $113.01M | Q2 2026 | Aug 25, 2026 |
| Kingsview Wealth Management, Llc | Buy | +68,285 | +2.5% | 2,763,710 | $70.53M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -4,028 | -22.6% | 13,828 | $352.89K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -15,637 | -2.7% | 560,061 | $14.29M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +338,170 | +19.6% | 2,060,940 | $52.60M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +20,492 | +6.8% | 319,785 | $8.16M | Q2 2026 | Aug 17, 2026 |
| Redwood Investment Management, Llc | Buy | +11,754 | +48.2% | 36,152 | $923.00K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -6,082 | -1.9% | 312,210 | $7.96M | Q2 2026 | Aug 17, 2026 |
| Sanchez Levi Garrett | Buy | +4,488 | +7.6% | 63,301 | $1.62M | Q2 2026 | Aug 17, 2026 |
| Comprehensive Money Management Services Llc | Buy | +275 | +0.6% | 50,146 | $1.28M | Q2 2026 | Aug 17, 2026 |
| Cerity Partners Llc | Buy | +1,702,878 | +13.4% | 14,403,756 | $367.58M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +1,287,504 | +22.0% | 7,130,294 | $181.97M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +292,809 | — | 292,809 | $7.47M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -233,996 | -12.6% | 1,626,601 | $41.51M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +210,102 | +4.8% | 4,558,553 | $116.33M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +179,410 | +6.5% | 2,933,787 | $74.87M | Q2 2026 | Aug 14, 2026 |
| Wealth Watch Advisors, Inc | Buy | +165,826 | +447.1% | 202,919 | $5.18M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +163,491 | +7.9% | 2,226,732 | $56.83M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +147,732 | +321.9% | 193,630 | $4.94M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -135,661 | -51.9% | 125,699 | $3.21M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +124,724 | — | 124,724 | $3.18M | Q2 2026 | Aug 14, 2026 |
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.