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SPAB · State Street(R) SPDR(R) Portfolio Aggregate Bond ETF ETF

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$24.99 +0.00 (+0.00%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 7
Total Value: $122,740,554
Total Shares: 4,809,583

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 7 13F filers · Δ vs Mar 31, 2026
Top Holder
92.1%
Sep 2021 → Jun 2026 · range 7.0% – 100.0%
−7.9 pts
Top 5
99.7%
Sep 2021 → Jun 2026 · range 25.3% – 100.0%
−0.3 pts
Top 10
100.0%
Sep 2021 → Jun 2026 · range 40.3% – 100.0%
0.0 pts
HHI
8,515
Sep 2021 → Jun 2026 · range 237 – 10,000
Highly concentrated−1,485

Quarterly Activity

vs Mar 31, 2026
New
6
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count: +6
Institutional value: +118543.8%
Shares held: +119008.0%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
TUCKER ASSET MANAGEMENT LLC +20,030 24,068

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
TOBIAS FINANCIAL ADVISORS, INC. 4,428,126 $113,005,775
Corient Private Wealth LLC 295,549 $7,542,410
Brown Financial Advisors 31,669 $808,192
BROWN, LISLE/CUMMINGS, INC. 13,984 $356,871
MLG Wealth Management DBA Pine Grove Financial Group 9,164 $233,865

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 6 Increased 1 Reduced 0 Sold out 0 Unchanged 0
Showing 7 of 7
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
TOBIAS FINANCIAL ADVISORS, INC. SPAB $113,005,775 92.07% 4,428,126
Corient Private Wealth LLC SPAB $7,542,410 6.15% 295,549
Brown Financial Advisors SPAB $808,192 0.66% 31,669
TUCKER ASSET MANAGEMENT LLC SPAB $614,215 0.50% 24,068
BROWN, LISLE/CUMMINGS, INC. SPAB $356,871 0.29% 13,984
MLG Wealth Management DBA Pine Grove Financial Group SPAB $233,865 0.19% 9,164
Parkside Financial Bank & Trust SPAB $179,226 0.15% 7,023