SS SPDR P AGG BOND ETF SPAB
$25.40
+0.0% 52w: $24.30 – $25.81
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data24.3025.0625.81
Jun 20, 2025 Jul 2, 2026
Institutional holders
544
+17 QoQ
13F value
$7.17B
+1.9% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $8K puts
Institutional value by quarter
Number of holders
Who owns SPAB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 24.7M | $633.2M | 0.2% | +5.1% |
| STATE STREET CORP | Index provider | 15.8M | $404.0M | 0.0% | +27.3% |
| CWM, LLC | Wealth advisor | 14.0M | $358.7M | 0.9% | -23.0% |
| Cerity Partners LLC | Diversified mechanical | 12.7M | $325.4M | 0.5% | +8.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 9.8M | $250.8M | 0.1% | +7.2% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 9.3M | $239.0M | 3.5% | -38.7% |
| RiverFront Investment Group, LLC | Wealth advisor | 7.8M | $199.5M | 3.1% | +0.5% |
| Horizon Investments, LLC | Diversified mechanical | 7.2M | $183.7M | 2.1% | +1.2% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 7.2M | $183.4M | 1.4% | +1.1% |
| Tidal Investments LLC | Diversified mechanical | 6.0M | $152.3M | 0.5% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 5.8M | $149.7M | 0.0% | +23.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 4.3M | $111.4M | 0.2% | +5.0% |
| TOBIAS FINANCIAL ADVISORS, INC. | Wealth advisor | 4.2M | $107.1M | 14.9% | +7.0% |
| Gradient Investments LLC | Wealth advisor | 3.7M | $94.8M | 1.5% | -1.2% |
| Baker Avenue Asset Management, LP | Other | 3.4M | $86.8M | 2.0% | +2.6% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 3.0M | $77.2M | 1.5% | +7.8% |
| Convergence Financial, LLC | Wealth advisor | 2.8M | $72.1M | 7.6% | +116.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.8M | $70.6M | 0.0% | +3.7% |
| Kingsview Wealth Management, LLC | Wealth advisor | 2.7M | $69.1M | 0.9% | +8.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 2.7M | $68.4M | 0.2% | -27.7% |
| MORGAN STANLEY | Bank broker | 2.5M | $65.3M | 0.0% | +4.3% |
| JPMORGAN CHASE & CO | Bank broker | 2.5M | $62.9M | 0.0% | -12.5% |
| UNIVEST FINANCIAL Corp | Other | 2.4M | $61.9M | 3.5% | -21.4% |
| Great Lakes Retirement, Inc. | Other | 2.4M | $60.4M | 6.2% | +3.3% |
| Stratos Investment Management, LLC | Wealth advisor | 2.3M | $58.2M | 2.3% | +5.3% |
| Trilogy Capital Inc. | Wealth advisor | 2.2M | $57.1M | 2.5% | +3.8% |
| N.E.W. Advisory Services LLC | Wealth advisor | 2.1M | $54.1M | 4.0% | +0.1% |
| MAI Capital Management | Wealth advisor | 2.1M | $52.9M | 0.3% | +6.8% |
| Financial Strategies Group, Inc. | Wealth advisor | 2.0M | $50.2M | 8.4% | +6.4% |
| GM Advisory Group, LLC | Wealth advisor | 1.9M | $47.7M | 1.8% | +4.4% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 1.9M | $47.7M | 0.5% | +27.4% |
| Apella Capital, LLC | Wealth advisor | 1.8M | $46.5M | 0.7% | +35.2% |
| Independent Advisor Alliance | Wealth advisor | 1.8M | $45.5M | 0.5% | +13939.5% |
| AlphaStar Capital Management, LLC | Wealth advisor | 1.8M | $45.3M | 3.3% | -22.4% |
| Equitable Holdings, Inc. | Wealth advisor | 1.7M | $44.4M | 0.3% | -21.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 1.7M | $43.5M | 0.2% | -9.7% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | Wealth advisor | 1.7M | $43.1M | 6.6% | +6.3% |
| Cetera Investment Advisers | Wealth advisor | 1.6M | $41.5M | 0.0% | +11.9% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 1.5M | $38.5M | 0.7% | +6.2% |
| Wealth Management Nebraska | Wealth advisor | 1.4M | $36.4M | 3.7% | +0.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 1.4M | $36.0M | 0.2% | +4.0% |
| CHOREO, LLC | Wealth advisor | 1.4M | $35.9M | 0.4% | +186.1% |
| ASSETMARK, INC | Wealth advisor | 1.4M | $35.7M | 0.1% | +33.1% |
| Stadion Money Management, LLC | Wealth advisor | 1.4M | $35.0M | 3.5% | +0.7% |
| ARRIEN INVESTMENTS, INC. | Wealth advisor | 1.4M | $34.9M | 18.9% | +2.1% |
| Trinity Wealth Management, LLC | Wealth advisor | 1.4M | $34.8M | 12.8% | +7.2% |
| Arete Wealth Advisors, LLC | Wealth advisor | 1.3M | $34.5M | 2.6% | +14.4% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | Wealth advisor | 1.3M | $33.9M | 3.3% | +5.3% |
| Creative Planning | Wealth advisor | 1.3M | $32.5M | 0.0% | +6.4% |
| RESTON WEALTH MANAGEMENT LLC | Wealth advisor | 1.3M | $32.4M | 9.9% | +28.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.