SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

505 hedge funds and large institutions have $6.42B invested in SPDR Portfolio Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 215 increasing their positions, 192 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+8
Holders Change %
+1.61%
% of All Funds
6.86%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
0.86%
New
51
Increased
215
Reduced
192
Closed
35
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$8K

Top Buyers

1
State Street
State Street
Massachusetts
$296M
2
PAG
Private Advisor Group
New Jersey
$123M
3
AO
Advisor OS
Illinois
$21.4M
4
UF
Univest Financial
Pennsylvania
$75.1M
5
ARC
Advisor Resource Council
Texas
$18.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$589M
2
SC
Syon Capital
California
$33.8M
3
PAS
Park Avenue Securities
New York
$0
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$300M
5
HWA
Heartwood Wealth Advisors
Virginia
$392K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
226
Winch Advisory Services
Wisconsin
$1.82M +$122K +4,786 +7%
FPW
227
Flagship Private Wealth
Massachusetts
$1.78M -$33.3K -1,302 -2%
NS
228
NBC Securities
Alabama
$1.77M +$1.77M +69,380 +115,633%
NCM
229
Northwest Capital Management
Oregon
$1.77M +$26.5K +1,038 +2%
UWM
230
USAdvisors Wealth Management
Minnesota
$1.74M -$701K -27,446 -29%
Koshinski Asset Management
231
Koshinski Asset Management
Illinois
$1.74M +$99.2K +3,883 +6%
SOS
232
Silver Oak Securities
Tennessee
$1.68M +$6.27K +246 +0.4%
MCA
233
Magnolia Capital Advisors
Mississippi
$1.68M +$1.68M +65,726 New
LFA
234
Laraway Financial Advisors
Minnesota
$1.68M -$4.27K -167 -0.3%
FI
235
FWG Investments
Kentucky
$1.66M -$897K -35,135 -35%
SWM
236
Scissortail Wealth Management
Oklahoma
$1.66M +$811K +31,756 +96%
IPWA
237
International Private Wealth Advisors
California
$1.65M +$207K +8,105 +14%
CIAS
238
CFS Investment Advisory Services
New Jersey
$1.63M -$42.7K -1,673 -3%
EWA
239
EverSource Wealth Advisors
Alabama
$1.62M +$1.62M +63,503 New
PFG
240
Prospect Financial Group
Virginia
$1.62M -$7.36K -288 -0.5%
CFD
241
Creative Financial Designs
Indiana
$1.59M +$1.43M +56,083 +898%
WAS
242
Wealth Advisory Solutions
Indiana
$1.57M -$4.47K -175 -0.3%
JCM
243
Jacobi Capital Management
Pennsylvania
$1.57M -$10.1M -395,433 -87%
GM
244
GeoWealth Management
Illinois
$1.55M -$142K -5,578 -8%
EFG
245
Elios Financial Group
Ohio
$1.55M +$5.26K +206 +0.3%
KPWS
246
Kestra Private Wealth Services
Texas
$1.54M -$12.1K -473 -0.8%
SFC
247
Strategic Financial Concepts
Texas
$1.51M -$64.5K -2,525 -4%
SDWIA
248
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.5M -$560K -21,929 -27%
DWP
249
Destiny Wealth Partners
Florida
$1.48M – – –
PWH
250
Priebe Wealth Holdings
Minnesota
$1.47M +$89.6K +3,508 +6%
8 9
10
11 12