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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 %
VH
351
Visionary Horizons
Tennessee
$431K +$110K +4,286 +34%
GIA
352
Gladstone Institutional Advisory
Florida
$428K +$28.2K +1,100 +7%
CCG
353
Capital CS Group
California
$418K -$34K -1,327 -8%
FPAS
354
Focus Partners Advisor Solutions
Missouri
$412K +$13.2K +514 +3%
SWM
355
Silverlake Wealth Management
Vermont
$411K +$411K +16,054 New
BCM
356
Brookstone Capital Management
Illinois
$405K -$7.22K -282 -2%
EAM
357
Empirical Asset Management
Massachusetts
$399K +$70.7K +2,760 +21%
CWM
358
Collaborative Wealth Management
Florida
$389K +$11.4K +444 +3%
PIA
359
Perennial Investment Advisors
California
$378K -$36.8K -1,438 -9%
HWA
360
Heartwood Wealth Advisors
Virginia
$376K -$16.3K -637 -4%
VBFP
361
Valtinson Bruner Financial Planning
Minnesota
$376K +$165K +6,458 +78%
AFWM
362
AMJ Financial Wealth Management
Virginia
$375K +$11.3K +440 +3%
RIS
363
Retirement Income Solutions
Michigan
$372K +$372K +14,523 New
BIG
364
Brookwood Investment Group
Arizona
$366K -$4.48M -174,972 -92%
CPA
365
Capital Planning Advisors
California
$364K -$20.4K -796 -5%
CAG
366
Csenge Advisory Group
Florida
$361K +$11K +433 +3%
CSC
367
Cove Street Capital
California
$361K – – –
National Bank of Canada
368
National Bank of Canada
Quebec, Canada
$360K -$178K -6,962 -33%
TWC
369
TD Waterhouse Canada
Ontario, Canada
$360K – – –
Financial Engines Advisors
370
Financial Engines Advisors
California
$346K -$13.3K -517 -4%
RWPA
371
Richard W. Paul & Associates
Michigan
$344K +$33.8K +1,320 +11%
TPF
372
Tribridge Partners Financial
Maryland
$343K +$343K +13,401 New
DC
373
Davenport & Co
Virginia
$339K -$14.3K -559 -4%
WS
374
Wedbush Securities
California
$338K -$128K -5,018 -28%
BWS
375
Buck Wealth Strategies
Colorado
$337K +$337K +13,166 New
13 14
15
16 17