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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 %
JCFM
301
JBR Co Financial Management
Oklahoma
$809K +$4.42K +173 +0.5%
WCFA
302
Walkner Condon Financial Advisors
Wisconsin
$770K -$140K -5,493 -15%
MA
303
Mutual Advisors
Nebraska
$760K +$17.9K +704 +2%
GSEP
304
Golden State Equity Partners
California
$758K +$117K +4,582 +18%
RFS
305
Richardson Financial Services
Massachusetts
$745K +$82.6K +3,233 +12%
WFP
306
Wrenne Financial Planning
Kentucky
$739K +$157K +6,142 +27%
PW
307
Paladin Wealth
Minnesota
$738K -$169K -6,623 -19%
P
308
&Partners
Tennessee
$736K +$83K +3,126 +13%
NCFG
309
New Century Financial Group
New Jersey
$735K +$12.8K +503 +2%
PTC
310
Private Trust Company
Ohio
$720K -$465K -18,205 -39%
WFAG
311
Worth Financial Advisory Group
North Carolina
$719K +$1.25K +49 +0.2%
AF
312
Advisornet Financial
Minnesota
$717K -$1.25K -49 -0.2%
MFS
313
Mattson Financial Services
Michigan
$712K +$74.4K +2,912 +12%
CAS
314
Coppell Advisory Solutions
Texas
$686K +$128K +4,992 +23%
AWM
315
Austin Wealth Management
Texas
$685K -$77.7K -3,066 -10%
OAS
316
Optivise Advisory Services
Tennessee
$683K -$240K -9,392 -26%
WWA
317
Wealth Watch Advisors
Colorado
$670K -$5.44M -212,929 -89%
WFS
318
WealthGarden F.S.
California
$665K +$4.34K +170 +0.7%
ZIM
319
Zacks Investment Management
Illinois
$643K -$7.33M -286,953 -92%
FWM
320
Forza Wealth Management
Florida
$642K – – –
SHJ
321
Sharkey, Howes & Javer
Colorado
$640K -$5.31M -208,074 -89%
NFP
322
Narus Financial Partners
Utah
$637K +$22.7K +888 +4%
FL
323
FreeGulliver LLC
Louisiana
$635K +$28.1K +1,100 +5%
TWP
324
Triad Wealth Partners
Kansas
$631K -$202K -7,913 -24%
APW
325
Austin Private Wealth
Texas
$628K +$628K +24,601 New
11 12
13
14 15