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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 %
EWA
326
Exencial Wealth Advisors
Oklahoma
$623K -$135K -5,275 -18%
FF
327
Farrell Financial
New York
$606K -$8.22K -322 -1%
PAG
328
Paladin Advisory Group
Iowa
$601K -$93.1K -3,647 -13%
SFG
329
Snider Financial Group
Washington
$560K -$56.7K -2,220 -9%
FCH
330
Freestone Capital Holdings
Washington
$545K – – –
AG
331
Ascent Group
Virginia
$541K +$149K +5,832 +38%
National Bank of Canada
332
National Bank of Canada
Quebec, Canada
$537K +$20.5K +802 +4%
NA
333
Novus Advisors
South Carolina
$522K +$83.8K +3,283 +19%
MFA
334
Millington Financial Advisors
Illinois
$508K +$27.8K +1,109 +6%
TIP
335
Tandem Investment Partners
New Jersey
$505K -$10.9K -427 -2%
Betterment LLC
336
Betterment LLC
New York
$496K +$56K +2,192 +13%
GWAG
337
Garrett Wealth Advisory Group
Texas
$493K -$6.05K -237 -1%
TYCC
338
Texas Yale Capital Corp
Florida
$485K – – –
BL
339
Balentine LLC
Georgia
$481K -$14.3K -560 -3%
SFG
340
Shum Financial Group
California
$476K +$17.2K +672 +4%
VC
341
Vicus Capital
Pennsylvania
$469K +$12.3K +483 +3%
WS
342
Wedbush Securities
California
$466K -$46.8K -1,831 -9%
LFG
343
Lockerman Financial Group
California
$460K +$206K +8,054 +81%
CA
344
CoreCap Advisors
Michigan
$455K -$51.2K -2,005 -10%
SG
345
Sharper & Granite
California
$454K -$58.5K -2,290 -11%
CCG
346
Capital CS Group
California
$451K +$65.3K +2,557 +17%
IFPL
347
Investments & Financial Planning LLC
Kentucky
$450K -$10.1K -394 -2%
PPWM
348
PFG Private Wealth Management
Florida
$426K +$21.9K +858 +5%
PIA
349
Perennial Investment Advisors
California
$414K -$846K -33,120 -67%
BCM
350
Brookstone Capital Management
Illinois
$411K -$149K -5,848 -27%
12 13
14
15 16