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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 %
ATC
301
Argent Trust Co
Tennessee
$820K -$81.9K -3,200 -9%
NAS
302
Nicolet Advisory Services
Wisconsin
$815K -$88.6K -3,463 -10%
ML
303
McAdam LLC
Pennsylvania
$808K -$1.08M -42,056 -57%
MA
304
Mutual Advisors
Nebraska
$806K +$47.5K +1,869 +6%
CGFA
305
Colton Groome Financial Advisors
North Carolina
$792K -$166K -6,480 -17%
PWH
306
Priebe Wealth Holdings
Minnesota
$788K -$685K -26,766 -47%
MFS
307
Mattson Financial Services
Michigan
$774K +$59.8K +2,337 +8%
WFP
308
Wrenne Financial Planning
Kentucky
$765K +$23.6K +921 +3%
BWMG
309
Barnes Wealth Management Group
California
$753K -$65K -2,539 -8%
NFP
310
Narus Financial Partners
Utah
$735K +$96.1K +3,753 +15%
FFN
311
Focus Financial Network
Minnesota
$725K +$725K +28,317 New
KLI
312
Kelman-Lazarov Inc
Tennessee
$712K +$409K +15,970 +135%
GSEP
313
Golden State Equity Partners
California
$703K -$57.3K -2,237 -8%
ZIM
314
Zacks Investment Management
Illinois
$699K +$54.5K +2,127 +8%
PW
315
Paladin Wealth
Minnesota
$684K -$55.4K -2,163 -7%
FL
316
FreeGulliver LLC
Louisiana
$667K +$30.7K +1,200 +5%
HFA
317
Hutchinson Financial Advisors
Virginia
$658K +$658K +25,713 New
WFS
318
WealthGarden F.S.
California
$655K -$6.92K -272 -1%
MCM
319
Mill Capital Management
North Carolina
$650K +$650K +25,407 New
FF
320
Farrell Financial
New York
$645K +$38K +1,483 +6%
FWM
321
Forza Wealth Management
Florida
$644K – – –
FFA
322
Farther Finance Advisors
California
$637K -$770K -30,090 -55%
IWM
323
Iams Wealth Management
Nebraska
$632K +$632K +24,698 New
EWA
324
Exencial Wealth Advisors
Oklahoma
$605K -$19.6K -766 -3%
PAG
325
Paladin Advisory Group
Iowa
$604K +$1.28K +50 +0.2%
11 12
13
14 15