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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
HAG
276
HF Advisory Group
Maryland
$1.32M -$70.1K -2,773 -5%
RFS
277
Richardson Financial Services
Massachusetts
$1.29M +$538K +21,271 +73%
CMMS
278
Comprehensive Money Management Services
Florida
$1.27M -$119K -4,703 -9%
LFG
279
Lockerman Financial Group
California
$1.26M +$794K +31,414 +175%
NCM
280
Northwest Capital Management
Oregon
$1.25M -$516K -20,393 -29%
MSFS
281
Main Street Financial Solutions
Pennsylvania
$1.23M +$1.21M +47,929 New
CW
282
CreativeOne Wealth
Kansas
$1.14M +$848K +33,564 +305%
BWP
283
Balboa Wealth Partners
Arizona
$1.14M +$806K +31,894 +256%
FFBTD
284
First Financial Bank - Trust Division
Ohio
$1.08M +$104K +4,131 +11%
GSIS
285
Global Strategic Investment Solutions
Arizona
$1.08M +$10.1K +401 +1%
SDWIA
286
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.06M -$432K -17,103 -29%
RWA
287
Rooted Wealth Advisors
Illinois
$1.05M -$1.54K -61 -0.1%
KWS
288
Keystone Wealth Services
California
$982K -$98.3K -3,890 -9%
LIA
289
Lynx Investment Advisory
District of Columbia
$981K +$23K +911 +2%
PAS
290
PKS Advisory Services
New York
$969K -$39.8K -1,575 -4%
MCA
291
MSH Capital Advisors
Arizona
$958K -$59.9K -2,368 -6%
WCFA
292
Walkner Condon Financial Advisors
Wisconsin
$937K +$163K +6,465 +21%
BAM
293
Belpointe Asset Management
Nevada
$936K -$6.4K -253 -0.7%
MPW
294
Magnolia Private Wealth
Pennsylvania
$877K -$114K -4,500 -12%
LA
295
LexAurum Advisors
Kansas
$868K
SMI
296
Shelter Mutual Insurance
Missouri
$842K
CIAS
297
CFS Investment Advisory Services
New Jersey
$833K -$792K -31,343 -49%
AF
298
Advisornet Financial
Minnesota
$831K +$111K +4,382 +16%
FWP
299
Falcon Wealth Planning
California
$831K -$62.9K -2,490 -7%
OFG
300
Opulen Financial Group
Virginia
$828K +$8.16K +323 +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.