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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
UAG
301
United Advisor Group
Ohio
$824K +$576K +22,792 +242%
PTC
302
Private Trust Company
Ohio
$824K +$100K +3,964 +14%
TFG
303
Tilson Financial Group
New Jersey
$821K -$19.3K -764 -2%
ATC
304
Argent Trust Co
Tennessee
$820K -$80.9K -3,200 -9%
NAS
305
Nicolet Advisory Services
Wisconsin
$815K -$87.5K -3,463 -10%
ML
306
McAdam LLC
Pennsylvania
$808K -$1.06M -42,056 -57%
MA
307
Mutual Advisors
Nebraska
$806K +$47.2K +1,869 +6%
CGFA
308
Colton Groome Financial Advisors
North Carolina
$792K -$164K -6,480 -17%
PWH
309
Priebe Wealth Holdings
Minnesota
$788K -$677K -26,766 -47%
MFS
310
Mattson Financial Services
Michigan
$774K +$59.1K +2,337 +8%
WFP
311
Wrenne Financial Planning
Kentucky
$765K +$23.3K +921 +3%
BWMG
312
Barnes Wealth Management Group
California
$753K -$64.2K -2,539 -8%
NFP
313
Narus Financial Partners
Utah
$735K +$94.9K +3,753 +15%
FFN
314
Focus Financial Network
Minnesota
$725K +$716K +28,317 New
KLI
315
Kelman-Lazarov Inc
Tennessee
$712K +$404K +15,970 +135%
GSEP
316
Golden State Equity Partners
California
$703K -$56.6K -2,237 -8%
ZIM
317
Zacks Investment Management
Illinois
$699K +$53.8K +2,127 +8%
PAW
318
Plan A Wealth
Nebraska
$691K -$546K -21,596 -44%
PW
319
Paladin Wealth
Minnesota
$684K -$54.7K -2,163 -7%
FL
320
FreeGulliver LLC
Louisiana
$667K +$30.3K +1,200 +5%
HFA
321
Hutchinson Financial Advisors
Virginia
$658K +$650K +25,713 New
WFS
322
WealthGarden F.S.
California
$655K -$6.88K -272 -1%
MCM
323
Mill Capital Management
North Carolina
$650K +$642K +25,407 New
FF
324
Farrell Financial
New York
$645K +$37.5K +1,483 +6%
FWM
325
Forza Wealth Management
Florida
$644K

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.