Effectdossier · gearchiveerd kwartaal
SPAB
State Street SPDR Portfolio Aggregate Bond ETF · Financial Services · Asset Management - Bonds
55Gevolgde houders
+2Δ houders
111.27MGehouden aandelen
$2.87BGerapporteerde waarde
+2Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.8% ·
aandelenstroom +2.9% ·
netto nieuwe posities +3.6%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | 0 | 106.34M | $2.71B | +3 | −4 |
| Q1 2026 | 59 | +4 | 120.33M | $3.08B | +9 | −5 |
| Q4 2025 | 55 | +2 | 111.27M | $2.87B | +2 | n/a |
| Q3 2025 | 7 | -1 | 15.70M | $405.76M | n/a | −1 |
| Q2 2025 | 5 | -2 | 23.88M | $611.44M | n/a | −2 |
| Q1 2025 | 5 | +3 | 11.86M | $303.03M | +3 | n/a |
| Q4 2024 | 2 | -1 | 10.25M | $256.27M | n/a | −1 |
| Q3 2024 | 2 | -1 | 870.07K | $22.74M | n/a | −1 |
| Q2 2024 | 3 | n/a | 108.33K | $2.72M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 23.52M | n/a | $605.52M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 18.19M | n/a | $468.49M | 1.3% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passief) | 12.39M | +37.1% | $319.09M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Cerity Partners LLC | 11.68M | n/a | $300.74M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 5 | Envestnet Asset Management Inc | 9.13M | n/a | $235.15M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 4.73M | n/a | $121.80M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Osaic Holdings, Inc. | 4.14M | n/a | $106.67M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 8 | Wealth Enhancement Advisory… | 3.70M | n/a | $95.40M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 2.81M | -36.4% | $72.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 10 | Raymond James Financial Inc | 2.66M | n/a | $68.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Morgan Stanley ✦ | 2.44M | +53.6% | $62.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Corient Private Wealth LP | 1.48M | n/a | $38.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 1.45M | n/a | $37.27M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Creative Planning | 1.19M | n/a | $30.67M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 1.17M | n/a | $30.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Royal Bank Of Canada | 1.15M | n/a | $29.57M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 17 | Assetmark, Inc | 1.05M | n/a | $26.94M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 975.10K | n/a | $25.11M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 884.04K | n/a | $22.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Mml Investors Services, Llc | 777.42K | n/a | $20.02M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 713.78K | n/a | $18.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | AQR Capital Management ✦ | 585.77K | -0.3% | $15.08M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 23 | Stifel Financial Corp | 572.82K | n/a | $14.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Citadel Advisors ✦ | 490.97K | Nieuw | $12.64M | 0.0% | New | 1 | SEC ↗ |
| 25 | Bnp Paribas Financial Markets | 391.95K | n/a | $10.09M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 381.94K | n/a | $9.83M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 371.72K | n/a | $9.57M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 359.02K | n/a | $9.24M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Captrust Financial Advisors | 349.50K | n/a | $9.00M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 313.12K | n/a | $8.06M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 31 | Ameriprise Financial Inc | 241.69K | n/a | $6.23M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 32 | Truist Financial Corp | 232.35K | n/a | $5.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Bank of New York Mellon Corp | 158.64K | n/a | $4.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Commonwealth Equity Services, Llc | 147.59K | n/a | $3.80M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Empower Advisory Group, LLC | 99.10K | n/a | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 85.71K | +86.7% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Citigroup Inc | 61.95K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Renaissance Technologies ✦ | 34.70K | Nieuw | $893,525 | 0.0% | New | 1 | SEC ↗ |
| 39 | Charles Schwab Investment… | 31.07K | n/a | $799,924 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 15.50K | n/a | $398,919 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | TD Waterhouse Canada Inc. | 15.12K | n/a | $389,189 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Financial Engines Advisors L.L.C. | 14.88K | n/a | $383,134 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Neuberger Berman Group LLC | 13.00K | n/a | $334,750 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | 1832 Asset Management L.P. | 11.03K | n/a | $284,023 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Blair William & Co/Il | 10.16K | n/a | $261,605 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Mercer Global Advisors Inc /Adv | 9.98K | n/a | $257,002 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Baird Financial Group, Inc. | 8.22K | n/a | $211,588 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 7.96K | -35.6% | $204,926 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 7.04K | n/a | $181,254 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 6.09K | n/a | $156,792 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 3.26K | n/a | $83,997 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Franklin Resources Inc | 1.00K | n/a | $25,750 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | BlackRock ✦ (passief) | 284 | +1.4% | $7,313 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Barclays Plc | 1 | n/a | $26 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 1 | n/a | $19 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $12.64M | 0.0% |
| Renaissance Technologies | $893,525 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 540 houders, 276.33M aandelen, $6.94B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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