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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

497 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, 226 increasing their positions, 189 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
-8
Holders Change %
-1.58%
% of All Funds
6.67%
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
226
Reduced
189
Closed
37
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 Holding Trade Value Shares
Change 		Shares
Change %
SAM
226
Smartleaf Asset Management
Massachusetts
$2.03M +$17.2K +676 +0.9%
HI
227
Harbour Investments
Wisconsin
$2.02M +$1.09M +42,617 +118%
Citigroup
228
Citigroup
New York
$1.99M +$56.8K +2,218 +3%
CWP
229
Core Wealth Partners
California
$1.98M +$1.98M +77,192 New
PFA
230
Pinnacle Family Advisors
Missouri
$1.98M -$33.4K -1,306 -2%
MWM
231
Meridian Wealth Management
Kentucky
$1.88M -$28K -1,093 -1%
EGA
232
E&G Advisors
Texas
$1.86M -$30K -1,170 -2%
GM
233
GeoWealth Management
Illinois
$1.85M +$296K +11,565 +19%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$1.84M -$473K -18,465 -20%
SAW
235
Signal Advisors Wealth
Michigan
$1.78M +$1.57M +61,159 +718%
UWM
236
USAdvisors Wealth Management
Minnesota
$1.77M +$32.3K +1,263 +2%
SWP
237
Strategic Wealth Partners
Ohio
$1.77M +$1.77M +68,950 New
RCWM
238
Red Crane Wealth Management
California
$1.76M -$768K -29,993 -30%
WAS
239
Winch Advisory Services
Wisconsin
$1.75M -$79.7K -3,114 -4%
KAS
240
Kestra Advisory Services
Texas
$1.73M +$631K +24,649 +58%
CCM
241
Crabel Capital Management
California
$1.72M +$375K +14,648 +28%
SOS
242
Silver Oak Securities
Tennessee
$1.69M +$4.69K +183 +0.3%
RFW
243
Rainier Family Wealth
Washington
$1.67M +$639K +24,967 +62%
LFA
244
Laraway Financial Advisors
Minnesota
$1.63M -$46K -1,797 -3%
Koshinski Asset Management
245
Koshinski Asset Management
Illinois
$1.63M -$110K -4,295 -6%
NA
246
Novus Advisors
South Carolina
$1.62M +$1.1M +42,861 +210%
MAM
247
Milestone Asset Management
Pennsylvania
$1.61M +$1.61M +62,925 New
BIM
248
Breakwater Investment Management
Washington
$1.61M -$1.06M -41,548 -40%
PFG
249
Prospect Financial Group
Virginia
$1.6M -$21.1K -824 -1%
KPWS
250
Kestra Private Wealth Services
Texas
$1.59M +$52.7K +2,057 +3%
8 9
10
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