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State Street SPDR Portfolio Aggregate Bond ETF

505 hedge funds and large institutions have $6.85B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 228 increasing their positions, 193 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 193

6% more capital invested

Capital invested by funds: $6.47B → $6.85B (+$386M)

5% more funds holding in top 10

Funds holding in top 10: 6366 (+3)

0.73% more ownership

Funds ownership: 77.04%77.77% (+0.73%)

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

1% less funds holding

Funds holding: 510505 (-5)

Holders
505
Holders Change
-5
Holders Change %
-0.98%
% of All Funds
6.65%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
0.87%
New
38
Increased
228
Reduced
193
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
251
Breakwater Investment Management
Washington
$1.61M -$1.05M -41,548 -40%
PFG
252
Prospect Financial Group
Virginia
$1.6M -$20.8K -824 -1%
KPWS
253
Kestra Private Wealth Services
Texas
$1.59M +$52K +2,057 +3%
EFG
254
Elios Financial Group
Ohio
$1.58M +$28.9K +1,145 +2%
GSC
255
G&S Capital
Colorado
$1.57M +$197K +7,790 +15%
FPW
256
Flagship Private Wealth
Massachusetts
$1.57M -$206K -8,161 -12%
GWSG
257
GPS Wealth Strategies Group
Colorado
$1.54M +$495K +19,595 +48%
EWA
258
EverSource Wealth Advisors
Alabama
$1.53M -$94.1K -3,722 -6%
JCFM
259
JBR Co Financial Management
Oklahoma
$1.52M +$699K +27,638 +87%
CAS
260
Coppell Advisory Solutions
Texas
$1.51M +$821K +32,457 +121%
WAS
261
Wealth Advisory Solutions
Indiana
$1.51M -$69.9K -2,765 -4%
Bank of New York Mellon
262
Bank of New York Mellon
New York
$1.49M -$21.6M -853,629 -94%
APA
263
Astoria Portfolio Advisors
New York
$1.47M +$1.47M +58,032 New
DWP
264
Destiny Wealth Partners
Florida
$1.46M -$25.1K -994 -2%
AI
265
Atria Investments
North Carolina
$1.45M +$200K +7,914 +16%
FI
266
FWG Investments
Kentucky
$1.45M -$215K -8,503 -13%
Natixis Advisors
267
Natixis Advisors
Massachusetts
$1.44M +$40.2K +1,590 +3%
SWM
268
Scissortail Wealth Management
Oklahoma
$1.42M -$236K -9,341 -14%
TA
269
TKG Advisors
Indiana
$1.42M +$19K +751 +1%
VWA
270
Visionary Wealth Advisors
Illinois
$1.41M +$14.1K +558 +1%
AG
271
Ascent Group
Virginia
$1.41M +$853K +33,729 +159%
PS
272
Principal Securities
Iowa
$1.41M +$1.26M +49,666 +949%
AWG
273
Altus Wealth Group
Colorado
$1.4M -$583K -23,050 -30%
CIC
274
Carnegie Investment Counsel
Ohio
$1.37M +$72K +2,850 +6%
NRI
275
NFP Retirement Inc
California
$1.36M +$12.9K +511 +1%

SPAB Hedge Fund Activity: Q2 2025 in Review

505 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q2 2025, worth a combined $6.85B — up 6% from $6.47B a quarter earlier.

Fund positioning in SPAB was balanced in Q2 2025: 38 funds opened new positions, 38 closed out, 228 added to existing stakes and 193 trimmed.

The largest buyer was State Street, adding an estimated $304M. The largest seller was LPL Financial, cutting an estimated $22.2M.

  • 505 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q2 2025, down from 510 in Q1 2025.
  • Funds reported $6.85B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q2 2025, up 6% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q2 2025 and 38 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q2 2025 was State Street, an estimated $304M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q2 2025 was LPL Financial, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2025.