Public ownership evidence

State Street SPDR Portfolio Aggregate Bond ETF (SPAB) Ownership Disclosures

Read SPAB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

State Street SPDR Portfolio Aggregate Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
295,549
Value (USD)
$7,542,414
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SPAB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SPAB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-28295,549$7,542,414None
Redwood Investment Management, LLC2024-12-312026-08-2863,540$1,588,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2824,068$614,215None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-284,038$103,454None
Brown Financial Advisors2026-06-302026-08-2731,669$807,549None
Redwood Investment Management, LLC2025-09-302026-08-2711,608$300,000None
Redwood Investment Management, LLC2025-12-312026-08-2718,324$472,000None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-264,428,126$113,005,768None
Bullock Wealth Management Group2026-06-302026-08-204,748$120,564None
Kingsview Wealth Management, LLC2026-06-302026-08-202,763,710$70,529,875None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-2069,823$1,788,866None
Archer Investment Corp2026-06-302026-08-20138$3,522None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2013,828$352,886None
Beacon Pointe Advisors, LLC2026-06-302026-08-19560,061$14,292,763None
Copia Wealth Management2026-06-302026-08-1930$766None
Sanchez Levi Garrett2026-06-302026-08-1863,301$1,615,448None
Comprehensive Money Management Services LLC2026-06-302026-08-1850,146$1,279,726None
Corient Private Wealth LP2026-06-302026-08-18289,653$7,391,948None
Redwood Investment Management, LLC2026-06-302026-08-1836,152$923,000None
Pure Financial Advisors, LLC2026-06-302026-08-18319,785$8,160,905None
Transamerica Financial Advisors, LLC2026-06-302026-08-1824$614None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18312,210$7,964,788None
Equitable Holdings, Inc.2026-06-302026-08-182,060,940$52,595,100None
Odyssey Group, LLC2026-06-302026-08-15214,952$5,485,577None
Financial Plan, Inc.2026-06-302026-08-1530,285$772,873None
Hopwood Nicholas Hunter2026-06-302026-08-1534,259$874,279None
Hopwood Nicholas Hunter2026-03-312026-08-1530,103$771,236None
Hopwood Nicholas Hunter2025-12-312026-08-1527,455$706,957None
SHELTON CAPITAL MANAGEMENT2026-06-302026-08-1562,320$1,590,401None
Mutual Advisors, LLC2026-06-302026-08-1535,367$902,577None
Lifeworks Advisors, LLC2026-06-302026-08-15189,626$4,839,256None
Vertex Planning Partners, LLC2026-06-302026-08-15286,978$7,323,679None
Perennial Investment Advisors, LLC2026-06-302026-08-1510,714$273,378None
Ameritas Advisory Services, LLC2026-06-302026-08-157,848$200,281None
WCG Wealth Advisors LLC2026-06-302026-08-1528,061$716,103None
Western Wealth Management, LLC2026-06-302026-08-1518,011$459,628None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-1530,638$781,882None
SYON CAPITAL LLC2026-06-302026-08-151,190,864$30,390,848None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-158,669$221,233None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-158,669$221,233None
Foundations Investment Advisors, LLC2026-06-302026-08-1510,773$274,939None
Qube Research & Technologies Ltd2026-06-302026-08-152,669$68,113None
IFG Advisory, LLC2026-06-302026-08-154,920$125,562None
JT Stratford LLC2026-06-302026-08-15146,946$3,750,055None
OSAIC HOLDINGS, INC.2026-06-302026-08-1518,784$479,368None
OSAIC HOLDINGS, INC.2026-06-302026-08-1540,374$1,030,344None
OSAIC HOLDINGS, INC.2026-06-302026-08-1538,142$973,375None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,461,253$113,851,403None
Betterment LLC2026-06-302026-08-1531,205$796,000None
Orion Porfolio Solutions, LLC2026-06-302026-08-15315,726$8,057,314None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Brown Financial Advisors ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TOBIAS FINANCIAL ADVISORS, INC. ↗Bullock Wealth Management Group ↗Kingsview Wealth Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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