SPAB icon

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 %
LFG
276
Lockerman Financial Group
California
$1.26M +$804K +31,414 +175%
NCM
277
Northwest Capital Management
Oregon
$1.25M -$522K -20,393 -29%
MSFS
278
Main Street Financial Solutions
Pennsylvania
$1.23M +$1.23M +47,929 New
CW
279
CreativeOne Wealth
Kansas
$1.14M +$859K +33,564 +305%
BWP
280
Balboa Wealth Partners
Arizona
$1.14M +$816K +31,894 +256%
FFBTD
281
First Financial Bank - Trust Division
Ohio
$1.08M +$106K +4,131 +11%
GSIS
282
Global Strategic Investment Solutions
Arizona
$1.08M +$10.3K +401 +1%
SDWIA
283
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.06M -$438K -17,103 -29%
RWA
284
Rooted Wealth Advisors
Illinois
$1.05M -$1.54K -61 -0.1%
KWS
285
Keystone Wealth Services
California
$982K -$99.6K -3,890 -9%
LIA
286
Lynx Investment Advisory
District of Columbia
$981K +$23.3K +911 +2%
PAS
287
PKS Advisory Services
New York
$969K -$40.3K -1,575 -4%
MCA
288
MSH Capital Advisors
Arizona
$958K -$60.6K -2,368 -6%
WCFA
289
Walkner Condon Financial Advisors
Wisconsin
$937K +$166K +6,465 +21%
BAM
290
Belpointe Asset Management
Nevada
$936K -$6.48K -253 -0.7%
MPW
291
Magnolia Private Wealth
Pennsylvania
$877K -$115K -4,500 -12%
LA
292
LexAurum Advisors
Kansas
$868K – – –
SMI
293
Shelter Mutual Insurance
Missouri
$842K – – –
CIAS
294
CFS Investment Advisory Services
New Jersey
$833K -$802K -31,343 -49%
AF
295
Advisornet Financial
Minnesota
$831K +$112K +4,382 +16%
FWP
296
Falcon Wealth Planning
California
$831K -$63.7K -2,490 -7%
OFG
297
Opulen Financial Group
Virginia
$828K +$8.27K +323 +1%
UAG
298
United Advisor Group
Ohio
$824K +$583K +22,792 +242%
PTC
299
Private Trust Company
Ohio
$824K +$101K +3,964 +14%
TFG
300
Tilson Financial Group
New Jersey
$821K -$19.6K -764 -2%
10 11
12
13 14