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Who owns SPABWhat SPAB owns — n/a

Who owns State Street SPDR Portfolio Aggregate Bond ETF?

Institutional ownership of SPAB from SEC Form 13F filings across 295 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

295

13F holders

$4.48B

value, 2026 filers

48.3%

of shares outstanding (185.4M sh)

29

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SPAB's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1LPL Financial LLC25.3M$646.4M0.1%6.6%+2.5%
2EXCHANGE TRADED CONCEPTS, LLC19.5M$496.5M2.3%5.1%+171.7%
3Cerity Partners LLC14.4M$367.6M0.4%3.8%+13.4%
4ENVESTNET ASSET MANAGEMENT INC9.9M$251.6M0.1%2.6%+0.7%
5Horizon Investments, LLC9.7M$131.6M1.4%2.5%+35.7%
6BANK OF AMERICA CORP /DE/7.1M$182.0M0.0%1.9%+22.0%
7Tidal Investments LLC5.6M$142.6M0.2%1.5%-6.0%
8OSAIC HOLDINGS, INC.4.6M$116.3M0.1%1.2%+4.8%
9TOBIAS FINANCIAL ADVISORS, INC.4.4M$113.0M14.4%1.2%+6.0%
10Baker Avenue Asset Management, LP3.5M$90.0M1.7%0.9%+4.2%
11Wealthcare Advisory Partners LLC3.2M$81.8M1.6%0.8%+6.3%
12RAYMOND JAMES FINANCIAL INC2.9M$74.9M0.0%0.8%+6.5%
13Arete Wealth Advisors, LLC2.7M$68.8M2.3%0.7%0.0%
14MORGAN STANLEY2.7M$68.6M0.0%0.7%+5.5%
15AlphaStar Capital Management, LLC2.7M$67.9M4.3%0.7%+50.4%
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2.6M$66.7M0.1%0.7%-1.4%
17JPMORGAN CHASE & CO2.6M$66.3M0.0%0.7%+5.1%
18MAI Capital Management2.2M$56.8M0.2%0.6%+7.9%
19Apella Capital, LLC2.2M$56.3M0.8%0.6%+23.0%
20Wealthspire Advisors, LLCNEW2.1M$52.5M0.3%0.5%new
21Cambridge Investment Research Advisors, Inc.2.0M$52,0720.1%0.5%+116.7%
22Banco Santander, S.A.1.8M$45.3M0.3%0.5%+73.7%
23NewEdge Advisors, LLC1.7M$42.6M0.1%0.4%+210.5%
24Cetera Investment Advisers1.6M$42.0M0.0%0.4%+1.6%
25GREAT VALLEY ADVISOR GROUP, INC.1.6M$41.7M0.7%0.4%+8.8%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.