13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
SPAB

SS SPDR P AGG BOND ETF

573 institutions still hold SS SPDR P AGG BOND ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A649·Exchange Traded Fund·573 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.5%
vs prior quarter
13F value held
$3.9B
52.0% inst. owned
of float
Holders
573
-11 QoQ
filers reporting
Activity
+36 / −121
+938 added · −887 reduced
this quarter
Concentration
16.35%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

573 institutions reported SPAB in Q1 2026. LPL Financial LLC leads at 16.4% of the visible book. -11 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$633M24.7M0.17%Q1 202602
STATE STREET CORP
CIK 0000093751
$404M15.8M0.01%Q1 202603
CWM, LLC
CIK 0001535847
$359M14.0M0.94%Q1 202604
Cerity Partners LLC
CIK 0001566475
$325M12.7M0.46%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$251M9.8M0.07%Q1 202606
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$239M9.3M3.50%Q1 202607
RiverFront Investment Group, LLC
CIK 0001469751
$199M7.8M3.09%Q1 202608
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$183M7.2M1.30%Q1 202609
Horizon Investments, LLC
CIK 0001560717
$183M7.1M2.31%Q4 202510
Tidal Investments LLC
CIK 0001600064
$152M6.0M0.32%Q1 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$150M5.8M0.01%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$111M4.3M0.16%Q1 202613
TOBIAS FINANCIAL ADVISORS, INC.
CIK 0001802080
$107M4.2M14.90%Q1 202614
Willow Creek Wealth Management Inc.
CIK 0001632407
$102M3.9M8.38%Q3 202515
Gradient Investments LLC
CIK 0001542265
$95M3.7M1.47%Q1 202616
Baker Avenue Asset Management, LP
CIK 0001432529
$87M3.4M1.96%Q1 202617
Wealthcare Advisory Partners LLC
CIK 0001683059
$77M3.0M1.50%Q1 202618
Good Life Advisors, LLC
CIK 0001696260
$73M2.8M4.55%Q2 202519
Convergence Financial, LLC
CIK 0002034001
$72M2.8M7.65%Q1 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$71M2.8M0.02%Q1 2026
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