Who Owns State Street SPDR Portfolio Aggregate Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in State Street SPDR Portfolio Aggregate Bond ETF.
Who crossed 5% of SPAB →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Apella Capital, LLCST STR AGGRE ETF2.6M shadded | $64.3M |
| Gradient Investments LLCST STR AGGRE ETF2.5M shadded | $59.9M |
| WALLER FINANCIAL PLANNING GROUP, INCST STR AGGRE ETF929.8K shtrimmed | $22.7M |
| SigFig Wealth Management, LLCST STR AGGRE ETF656.4K shadded | $16M |
| Balefire, LLCST STR AGGRE ETF298.5K shtrimmed | $7.3M |
| Barden Capital Management, Inc.ST STR AGGRE ETF216.4K shadded | $5.3M |
| LEGACY SOLUTIONS, LLCST STR AGGRE ETF111.6K shadded | $2.7M |
| HF Advisory Group, LLCST STR AGGRE ETF68.4K shadded | $1.7M |
| TrueWealth Advisors, LLCST STR AGGRE ETF54K shtrimmed | $1.3M |
| Farther Finance Advisors, LLCETF38.6K shtrimmed | $940.1K |
| FELL CAPITAL MANAGEMENT /ADVST STR AGGRE ETF35K shadded | $853.6K |
| CoreCap Advisors, LLCETF18.4K shtrimmed | $447.6K |
| ECLECTIC ASSOCIATES INC /ADVST STR AGGRE ETF17K shadded | $414.7K |
| COLTON GROOME FINANCIAL ADVISORS, LLCST STR AGGRE ETF15.8K shtrimmed | $385.9K |
| Plan A Wealth LLCST STR AGGRE ETF15.3K shtrimmed | $373.2K |
| Kure Advisory, LLCST STR AGGRE ETF13.7K shadded | $332.7K |
| Heartwood Wealth Advisors LLCETF10K shtrimmed | $244K |
| Cooper Financial GroupST STR AGGRE ETF8.6K shtrimmed | $208.8K |
| Wealth Enhancement Trust Services, Inc.ST STR AGGRE ETF5.7K shtrimmed | $139.1K |
| Bullock Wealth Management GroupETF4.8K shadded | $116.8K |
| Rosenberg Matthew HamiltonETF4K shadded | $98.1K |
| Aventus Investment Advisors, Inc.ETF660 shadded | $16.1K |
| Olistico Wealth, LLCETF509 sh— | $12.4K |
| MJT & Associates Financial Advisory Group, Inc.ETF257 shheld | $6.3K |
| Investors Research CorpST STR AGGRE ETF84 shheld | $2K |
| GAMMA Investing LLCETF47 shheld | $1.1K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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