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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

496 hedge funds and large institutions have $6.79B invested in SPDR Portfolio Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 36 closing their positions.

Holders
496
Holders Change
-9
Holders Change %
-1.78%
% of All Funds
6.66%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
0.89%
New
36
Increased
225
Reduced
189
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$605M
2
PAS
2
Park Avenue Securities
New York
$44.6M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$437M
4
AssetMark Inc
4
AssetMark Inc
California
$61.1M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$323M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$567M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.49M
3
AO
3
Advisor OS
Illinois
$435K
4
ARC
4
Advisor Resource Council
Texas
$476K
5
NEWAS
5
N.E.W. Advisory Services
Wisconsin
$44.4M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$605M 23,633,736 +12,031,034 +104%
LPL Financial
2
LPL Financial
California
$567M 22,164,478 -878,713 -4%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$437M 17,087,709 +1,132,620 +7%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$323M 12,634,914 +889,542 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$284M 11,100,502 -275,115 -2%
Cerity Partners
6
Cerity Partners
New York
$270M 10,533,231 +573,590 +6%
RIG
7
RiverFront Investment Group
Virginia
$198M 7,716,661 -47,401 -0.6%
PAG
8
Private Advisor Group
New Jersey
$113M 4,428,628 -391,323 -8%
GI
9
Gradient Investments
Minnesota
$99.8M 3,897,587 -172,509 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$97.9M 3,908,749 +188,119 +5%
WCWM
11
Willow Creek Wealth Management
California
$94.6M 3,695,021 +118,603 +3%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$92.2M 3,629,531 -131,110 -3%
TFA
13
Tobias Financial Advisors
Florida
$89.1M 3,479,793 +180,678 +5%
BAAM
14
Baker Avenue Asset Management
California
$76.8M 2,999,565 +82,092 +3%
RA
15
Rational Advisors
New York
$76M 2,968,636 -118,154 -4%
UF
16
Univest Financial
Pennsylvania
$75.9M 2,963,765 +23,365 +0.8%
Raymond James Financial
17
Raymond James Financial
Florida
$73.4M 2,867,808 +112,303 +4%
GLA
18
Good Life Advisors
Pennsylvania
$72.8M 2,841,986 +61,753 +2%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$64M 2,499,718 -57,968 -2%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$61.1M 2,385,485 +161,631 +7%
AssetMark Inc
21
AssetMark Inc
California
$61.1M 2,385,171 +1,072,997 +82%
GVAG
22
Great Valley Advisor Group
Delaware
$59.3M 2,316,948 -32,726 -1%
EH
23
Equitable Holdings
New York
$59.1M 2,307,310 -141,900 -6%
GLR
24
Great Lakes Retirement
Ohio
$54.9M 2,144,071 +44,244 +2%
KWM
25
Kingsview Wealth Management
Oregon
$53.3M 2,082,333 +28,288 +1%
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