SPAB Institutional Ownership
State Street SPDR Portfolio Aggregate Bond ETF
1W: +0.9%
1M: +1.2%
3M: -1.7%
YTD: -3.3%
1Y: -4.2%
3Y: +13.9%
5Y: -4.3%
$24.76
+0.03 (+0.12%)
After Hours: $25.02 (+0.26, +1.05%)
Weekly Expected Move ±0.7%
$24
$25
$25
$25
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPAB
581
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
7B
Total Invested
46
New Positions
247
Increased
223
Reduced
37
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (268 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP NEW | 14,524,976 | 360M | +14,524,976 | — | 1Q | SEC ↗ |
| 2 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 10,567,608 | 262M | +780,089 | +8.0% | 3Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC NEW | 9,857,952 | 244M | +9,857,952 | — | 1Q | SEC ↗ |
| 4 | EXCHANGE TRADED CONCEPTS, LLC NEW | 9,727,132 | 241M | +9,727,132 | — | 1Q | SEC ↗ |
| 5 | RiverFront Investment Group, LLC NEW | 7,808,136 | 193M | +7,808,136 | — | 1Q | SEC ↗ |
| 6 | Willow Creek Wealth Management Inc. NEW | 4,542,531 | 112M | +4,542,531 | — | 1Q | SEC ↗ |
| 7 | TOBIAS FINANCIAL ADVISORS, INC. NEW | 4,428,126 | 110M | +4,428,126 | — | 1Q | SEC ↗ |
| 8 | Baker Avenue Asset Management, LP NEW | 3,528,562 | 87M | +3,528,562 | — | 1Q | SEC ↗ |
| 9 | Wealthcare Advisory Partners LLC | 3,517,485 | 87M | +311,312 | +9.7% | 3Q | SEC ↗ |
| 10 | AlphaStar Capital Management, LLC NEW | 2,844,244 | 70M | +2,844,244 | — | 1Q | SEC ↗ |
| 11 | Kingsview Wealth Management, LLC NEW | 2,763,710 | 68M | +2,763,710 | — | 1Q | SEC ↗ |
| 12 | Apella Capital, LLC | 2,646,568 | 66M | +422,963 | +19.0% | 2Q | SEC ↗ |
| 13 | Great Lakes Retirement, Inc. NEW | 2,486,535 | 62M | +2,486,535 | — | 1Q | SEC ↗ |
| 14 | Gradient Investments LLC | 2,457,803 | 61M | +121,159 | +5.2% | 3Q | SEC ↗ |
| 15 | UNIVEST FINANCIAL Corp | 2,350,569 | 58M | +1,186,737 | +102.0% | 2Q | SEC ↗ |
| 16 | Equitable Holdings, Inc. NEW | 2,060,940 | 51M | +2,060,940 | — | 1Q | SEC ↗ |
| 17 | ARRIEN INVESTMENTS, INC. | 1,431,245 | 35M | +68,665 | +5.0% | 2Q | SEC ↗ |
| 18 | LODESTAR PRIVATE ASSET MANAGEMENT LLC NEW | 1,354,481 | 34M | +1,354,481 | — | 1Q | SEC ↗ |
| 19 | TRUEFG, LLC NEW | 1,301,815 | 32M | +1,301,815 | — | 1Q | SEC ↗ |
| 20 | Trinity Wealth Management, LLC | 1,279,725 | 32M | +22,308 | +1.8% | 3Q | SEC ↗ |
| 21 | RETIREMITTEN FINANCIAL LLC | 1,252,023 | 31M | +110,313 | +9.7% | 2Q | SEC ↗ |
| 22 | CUTLER INVESTMENT COUNSEL LLC NEW | 1,160,764 | 29M | +1,160,764 | — | 1Q | SEC ↗ |
| 23 | Pinnacle Wealth Planning Services, Inc NEW | 1,048,695 | 26M | +1,048,695 | — | 1Q | SEC ↗ |
| 24 | Mueller Wealth, LLC NEW | 942,299 | 23M | +942,299 | — | 1Q | SEC ↗ |
| 25 | WALLER FINANCIAL PLANNING GROUP, INC | 929,817 | 23M | -30,904 | -3.2% | 3Q | SEC ↗ |
| 26 | Kagan Cocozza Asset Management NEW | 863,789 | 21M | +863,789 | — | 1Q | SEC ↗ |
| 27 | Virtue Capital Management, LLC NEW | 852,250 | 21M | +852,250 | — | 1Q | SEC ↗ |
| 28 | Aspire Private Capital, LLC | 788,694 | 20M | +788,694 | — | 2Q | SEC ↗ |
| 29 | Weitzel Financial Services, Inc. NEW | 783,601 | 19M | +783,601 | — | 1Q | SEC ↗ |
| 30 | PARK AVENUE SECURITIES LLC NEW | 756,174 | 19M | +756,174 | — | 1Q | SEC ↗ |
| 31 | ELEVATION POINT WEALTH PARTNERS, LLC NEW | 728,177 | 18M | +728,177 | — | 1Q | SEC ↗ |
| 32 | SigFig Wealth Management, LLC | 656,390 | 16M | +36,311 | +5.9% | 2Q | SEC ↗ |
| 33 | WELLS FARGO & COMPANY/MN NEW | 653,618 | 16M | +653,618 | — | 1Q | SEC ↗ |
| 34 | Convergence Financial, LLC | 645,253 | 16M | -354,429 | -35.5% | 2Q | SEC ↗ |
| 35 | C2P Capital Advisory Group, LLC d.b.a. | 591,444 | 15M | +461,504 | +355.2% | 3Q | SEC ↗ |
| 36 | Advisory Resource Group NEW | 586,145 | 15M | +586,145 | — | 1Q | SEC ↗ |
| 37 | Allen Capital Group, LLC NEW | 567,469 | 14M | +567,469 | — | 1Q | SEC ↗ |
| 38 | Beacon Pointe Advisors, LLC NEW | 560,061 | 14M | +560,061 | — | 1Q | SEC ↗ |
| 39 | Cornerstone Wealth Management, LLC NEW | 557,829 | 14M | +557,829 | — | 1Q | SEC ↗ |
| 40 | Simplicity Wealth,LLC | 546,014 | 14M | +15,076 | +2.8% | 2Q | SEC ↗ |
| 41 | Bensler, LLC NEW | 540,786 | 13M | +540,786 | — | 1Q | SEC ↗ |
| 42 | Global Retirement Partners, LLC NEW | 539,412 | 13M | +539,412 | — | 1Q | SEC ↗ |
| 43 | Financial Planning Fort Collins, LLC NEW | 517,005 | 13M | +517,005 | — | 1Q | SEC ↗ |
| 44 | Capital Analysts, LLC | 485,740 | 12M | +239,012 | +96.9% | 2Q | SEC ↗ |
| 45 | Golden State Wealth Management, LLC NEW | 436,311 | 11M | +436,311 | — | 1Q | SEC ↗ |
| 46 | LANARK FINANCIAL, INC. NEW | 435,267 | 11M | +435,267 | — | 1Q | SEC ↗ |
| 47 | Integrated Wealth Concepts LLC NEW | 398,509 | 10M | +398,509 | — | 1Q | SEC ↗ |
| 48 | Towercrest Capital Management | 390,850 | 10M | -479 | -0.1% | 2Q | SEC ↗ |
| 49 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 379,344 | 9M | +379,344 | — | 1Q | SEC ↗ |
| 50 | Total Clarity Wealth Management, Inc. | 360,354 | 9M | +12,217 | +3.5% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 14,524,976 | 360M |
| ENVESTNET ASSET MANAGEMENT INC | 9,857,952 | 244M |
| EXCHANGE TRADED CONCEPTS, LLC | 9,727,132 | 241M |
| RiverFront Investment Group, LLC | 7,808,136 | 193M |
| Willow Creek Wealth Management Inc. | 4,542,531 | 112M |
| TOBIAS FINANCIAL ADVISORS, INC. | 4,428,126 | 110M |
| Baker Avenue Asset Management, LP | 3,528,562 | 87M |
| AlphaStar Capital Management, LLC | 2,844,244 | 70M |
| Kingsview Wealth Management, LLC | 2,763,710 | 68M |
| Great Lakes Retirement, Inc. | 2,486,535 | 62M |
| Equitable Holdings, Inc. | 2,060,940 | 51M |
| LODESTAR PRIVATE ASSET MANAGEMENT L | 1,354,481 | 34M |
| TRUEFG, LLC | 1,301,815 | 32M |
| CUTLER INVESTMENT COUNSEL LLC | 1,160,764 | 29M |
| Pinnacle Wealth Planning Services, | 1,048,695 | 26M |
| Mueller Wealth, LLC | 942,299 | 23M |
| Kagan Cocozza Asset Management | 863,789 | 21M |
| Virtue Capital Management, LLC | 852,250 | 21M |
| Weitzel Financial Services, Inc. | 783,601 | 19M |
| PARK AVENUE SECURITIES LLC | 756,174 | 19M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UNIVEST FINANCIAL Corp | +1,521,055 | +392.1% | 1,908,999 |
| Aspire Private Capital, LLC | +788,694 | — | 788,694 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | +780,089 | +8.0% | 10,567,608 |
| C2P Capital Advisory Group, LLC d.b | +461,504 | +355.2% | 591,444 |
| Apella Capital, LLC | +422,963 | +19.0% | 2,646,568 |
| Wealthcare Advisory Partners LLC | +311,312 | +9.7% | 3,517,485 |
| Capital Analysts, LLC | +240,714 | +195.1% | 364,078 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | +213,967 | +391.1% | 268,672 |
| CFS Investment Advisory Services, L | +193,408 | +1097.8% | 211,026 |
| Gradient Investments LLC | +121,159 | +5.2% | 2,457,803 |
| RETIREMITTEN FINANCIAL LLC | +110,313 | +9.7% | 1,252,023 |
| ARRIEN INVESTMENTS, INC. | +68,665 | +5.0% | 1,431,245 |
| G&S Capital LLC | +36,963 | +75.7% | 85,783 |
| SigFig Wealth Management, LLC | +36,311 | +5.9% | 656,390 |
| PCB Capital LLC | +29,239 | +25.5% | 143,775 |
| IFP Advisors, Inc | +27,646 | +11.3% | 271,465 |
| AXXCESS WEALTH MANAGEMENT, LLC | +22,312 | +71.8% | 53,373 |
| Trinity Wealth Management, LLC | +22,308 | +1.8% | 1,279,725 |
| VICUS CAPITAL | +21,986 | +7.7% | 308,639 |
| Pure Financial Advisors, LLC | +20,492 | +6.8% | 319,785 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Convergence Financial, LLC | -354,429 | -35.5% | 645,253 |
| UNIVEST FINANCIAL Corp | -334,318 | -43.1% | 441,570 |
| PCB Capital LLC | -111,221 | -97.1% | 3,315 |
| Raleigh Capital Management Inc. | -95,404 | -70.6% | 39,810 |
| WALLER FINANCIAL PLANNING GROUP, IN | -30,904 | -3.2% | 929,817 |
| Tenzing Financial LLC | -15,661 | -4.7% | 319,185 |
| Retirement Planning Group, LLC | -14,482 | -14.1% | 87,916 |
| Balefire, LLC | -13,872 | -4.4% | 298,507 |
| Mariner, LLC | -12,274 | -35.3% | 22,503 |
| Alliance Wealth Management Group | -7,589 | -2.2% | 338,462 |
| Merit Financial Group, LLC | -5,793 | -16.9% | 28,502 |
| Midwest Financial Network, LLC | -5,550 | -29.8% | 13,088 |
| PAX Financial Group, LLC | -5,109 | -1.9% | 264,698 |
| Certified Advisory Corp | -4,225 | -1.9% | 221,030 |
| FWG Investments, LLC. | -3,610 | -11.3% | 28,362 |
| Spectrum Advisors, Inc. | -3,544 | -1.5% | 227,458 |
| TD PRIVATE CLIENT WEALTH LLC | -2,959 | -91.4% | 277 |
| Astoria Portfolio Advisors LLC. | -2,282 | -4.3% | 51,148 |
| Fermata Advisors, LLC | -2,198 | -2.7% | 77,873 |
| Altus Wealth Group LLC | -2,094 | -4.5% | 44,470 |