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State Street SPDR Portfolio Aggregate Bond ETF

526 hedge funds and large institutions have $7.04B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 254 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 31

72% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 148

8% more funds holding

Funds holding: 488526 (+38)

5% more capital invested

Capital invested by funds: $6.7B → $7.04B (+$340M)

0.93% less ownership

Funds ownership: 77.55%76.62% (-0.93%)

4% less funds holding in top 10

Funds holding in top 10: 5755 (-2)

Holders
526
Holders Change
+38
Holders Change %
+7.79%
% of All Funds
6.4%
Holding in Top 10
55
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.51%
% of All Funds
0.67%
New
77
Increased
254
Reduced
148
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
326
EverSource Wealth Advisors
Alabama
$560K -$172K -6,643 -23%
Betterment LLC
327
Betterment LLC
New York
$549K +$13.9K +538 +3%
LWMI
328
Landmark Wealth Management (Illinois)
Illinois
$542K +$544K +21,035 New
SFG
329
Shum Financial Group
California
$538K +$25.6K +991 +5%
CWM
330
Cahaba Wealth Management
Georgia
$536K -$41.8K -1,614 -7%
TSS
331
Two Sigma Securities
New York
$535K +$538K +20,784 New
MWA
332
Medallion Wealth Advisors
Connecticut
$530K -$59.5K -2,300 -10%
TWP
333
Triad Wealth Partners
Kansas
$526K -$48.1K -1,859 -8%
GAM
334
GEM Asset Management
Michigan
$525K +$259K +9,996 +97%
FL
335
FreeGulliver LLC
Louisiana
$518K -$154K -5,936 -23%
MFA
336
Millington Financial Advisors
Illinois
$506K -$95.9K -3,706 -16%
GWAG
337
Garrett Wealth Advisory Group
Texas
$498K +$13.4K +516 +3%
MFN
338
Midwest Financial Network
Illinois
$480K +$482K +18,638 New
RIM
339
Redwood Investment Management
Arizona
$472K +$174K +6,716 +58%
IFPL
340
Investments & Financial Planning LLC
Kentucky
$467K +$45.2K +1,748 +11%
PPWM
341
PFG Private Wealth Management
Florida
$459K +$462K +17,844 New
PAW
342
Plan A Wealth
Nebraska
$457K -$35.7K -1,380 -7%
CCG
343
Capital CS Group
California
$456K -$7.3K -282 -2%
RFS
344
Richardson Financial Services
Massachusetts
$448K +$92.8K +3,584 +26%
NFG
345
Nations Financial Group
Iowa
$445K +$447K +17,291 New
AO
346
Advisor OS
Illinois
$435K +$100K +3,871 +30%
TFCP
347
Twin Focus Capital Partners
Massachusetts
$432K +$229K +8,846 +112%
PFA
348
Peak Financial Advisors
Colorado
$431K +$153K +5,896 +54%
SDWIA
349
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$428K -$38K -1,469 -8%
FTUS
350
Flow Traders U.S.
New York
$428K +$430K +16,607 New

SPAB Hedge Fund Activity: Q4 2025 in Review

526 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2025, worth a combined $7.04B — up 5.1% from $6.7B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SPAB positions and 31 closed out — a net gain of 46 holders — while 254 added to existing stakes and 148 trimmed.

The largest buyer was Bank of America, adding an estimated $105M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $41.8M sold.

  • 526 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2025, up from 488 in Q3 2025.
  • Funds reported $7.04B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2025, up 5.1% quarter-over-quarter.
  • 77 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2025 and 31 closed out, a net change of +46 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2025 was Bank of America, an estimated $105M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2025 was Park Avenue Securities, an estimated $41.8M sold.

Based on aggregated 13F filings for Q4 2025.