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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
IFPL
351
Investments & Financial Planning LLC
Kentucky
$445K -$6.14K -243 -1%
SA
352
Sovran Advisors
California
$439K -$966K -38,214 -69%
HH
353
Hilltop Holdings
Texas
$436K +$170K +6,714 +65%
AO
354
Advisor OS
Illinois
$435K -$20.8M -822,413 -98%
PPWM
355
PFG Private Wealth Management
Florida
$432K +$4.6K +182 +1%
VH
356
Visionary Horizons
Tennessee
$431K +$108K +4,286 +34%
GIA
357
Gladstone Institutional Advisory
Florida
$428K +$27.8K +1,100 +7%
CCG
358
Capital CS Group
California
$418K -$33.5K -1,327 -8%
FPAS
359
Focus Partners Advisor Solutions
Missouri
$412K +$13K +514 +3%
SWM
360
Silverlake Wealth Management
Vermont
$411K +$406K +16,054 New
BCM
361
Brookstone Capital Management
Illinois
$405K -$7.13K -282 -2%
EAM
362
Empirical Asset Management
Massachusetts
$399K +$69.8K +2,760 +21%
CWM
363
Collaborative Wealth Management
Florida
$389K +$11.2K +444 +3%
PIA
364
Perennial Investment Advisors
California
$378K -$36.4K -1,438 -9%
HWA
365
Heartwood Wealth Advisors
Virginia
$376K -$16.1K -637 -4%
VBFP
366
Valtinson Bruner Financial Planning
Minnesota
$376K +$163K +6,458 +78%
AFWM
367
AMJ Financial Wealth Management
Virginia
$375K +$11.1K +440 +3%
RIS
368
Retirement Income Solutions
Michigan
$372K +$367K +14,523 New
BIG
369
Brookwood Investment Group
Arizona
$366K -$4.42M -174,972 -92%
CPA
370
Capital Planning Advisors
California
$364K -$20.1K -796 -5%
CAG
371
Csenge Advisory Group
Florida
$361K +$10.9K +433 +3%
CSC
372
Cove Street Capital
California
$361K
National Bank of Canada
373
National Bank of Canada
Quebec, Canada
$360K -$176K -6,962 -33%
TWC
374
TD Waterhouse Canada
Ontario, Canada
$360K
Financial Engines Advisors
375
Financial Engines Advisors
California
$346K -$13.1K -517 -4%

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.