SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

496 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, 225 increasing their positions, 189 reducing their positions, and 36 closing their positions.

Holders
496
Holders Change
-9
Holders Change %
-1.78%
% of All Funds
6.66%
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
225
Reduced
189
Closed
36
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 Market Value Shares Shares
Change 		Shares
Change %
T
376
Tidemark
California
$327K 12,776 -2,722 -18%
VCM
377
Virtue Capital Management
Tennessee
$321K 12,538 -206,176 -94%
APWA
378
Atlas Private Wealth Advisors
New Jersey
$315K 12,322 -2,484 -17%
KFS
379
Kelly Financial Services
Massachusetts
$308K 12,031 +12,031 New
USCWA
380
U.S. Capital Wealth Advisors
Texas
$299K 11,677 – –
AIA
381
AssuredPartners Investment Advisors
Florida
$299K 11,671 -29 -0.2%
WWM
382
Western Wealth Management
Colorado
$297K 11,608 -1,817 -14%
IPA
383
Investment Planning Advisors
Georgia
$291K 11,380 +11,380 New
IA
384
Insight Advisors
Pennsylvania
$286K 11,165 -1,537 -12%
MAFA
385
MJT & Associates Financial Advisory
Minnesota
$280K 10,936 -370 -3%
AC
386
AIFG Consultants
New York
$278K 10,840 -29,009 -73%
SFP
387
Strategic Financial Planning
Texas
$274K 10,714 -275 -3%
RBFC
388
Roman Butler Fullerton & Co
Missouri
$273K 10,751 +107 +1%
KWA
389
Kingswood Wealth Advisors
California
$271K 10,573 -890 -8%
WIP
390
WealthCare Investment Partners
Rhode Island
$270K 10,631 -124 -1%
C1AG
391
Client 1st Advisory Group
Florida
$270K 10,536 +74 +0.7%
DADC
392
D.A. Davidson & Co
Montana
$266K 10,381 +534 +5%
AAP
393
Arax Advisory Partners
Colorado
$265K 10,360 +9 +0.1%
O3W
394
Omni 360 Wealth
New Jersey
$262K 10,227 +73 +0.7%
RWM
395
Rialto Wealth Management
New York
$262K 10,218 -350 -3%
TWM
396
Tolleson Wealth Management
Texas
$261K 10,180 – –
GAM
397
GEM Asset Management
Michigan
$259K 10,247 +77 +0.8%
William Blair & Company
398
William Blair & Company
Illinois
$258K 10,091 +1,751 +21%
CWP
399
Concord Wealth Partners
Virginia
$255K 9,952 -20 -0.2%
CAMV
400
Concord Asset Management (Virginia)
Virginia
$255K 9,952 +634 +7%
14 15
16
17 18