Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / PORTFOLIO AGRGTE
-
Number of holders
-
336
-
Total shares
-
171M
-
Shares change
-
-2.5M
-
Total reported value, excl. options
-
$4.37B
-
Value change
-
-$63.4M
-
Number of buys
-
170
-
Number of sells
-
-150
-
Price
-
$25.54
Significant Holders of SPDR SER TR - PORTFOLIO AGRGTE (SPAB) as of Q1 2025
357 filings reported holding SPAB - SPDR SER TR - PORTFOLIO AGRGTE as of Q1 2025.
SPDR SER TR - PORTFOLIO AGRGTE (SPAB) has 336 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 171M shares
.
Largest 10 shareholders include LPL Financial LLC (23M shares), CWM, LLC (16M shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (11.7M shares), ENVESTNET ASSET MANAGEMENT INC (11.4M shares), Cerity Partners LLC (9.96M shares), Private Advisor Group, LLC (4.82M shares), Gradient Investments LLC (4.07M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (3.76M shares), RATIONAL ADVISORS, INC. (3.09M shares), and UNIVEST FINANCIAL Corp (2.94M shares).
This table shows the top 336 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.