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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 %
KLI
376
Kelman-Lazarov Inc
Tennessee
$302K +$302K +11,827 New
AIA
377
AssuredPartners Investment Advisors
Florida
$299K -$1.56K -61 -0.5%
USCWA
378
U.S. Capital Wealth Advisors
Texas
$298K – – –
KWA
379
Kingswood Wealth Advisors
California
$293K -$49K -1,917 -14%
Q1WB
380
Quest 10 Wealth Builders
Virginia
$290K -$14.7K -573 -5%
MAFA
381
MJT & Associates Financial Advisory
Minnesota
$289K +$289K +11,306 New
MWM
382
Modern Wealth Management
Kansas
$285K -$201K -7,880 -41%
WC
383
Waterloo Capital
Texas
$281K -$2.55K -100 -0.9%
CW
384
CreativeOne Wealth
Kansas
$281K +$281K +10,990 New
SFP
385
Strategic Financial Planning
Texas
$281K +$1.48K +58 +0.5%
WIP
386
WealthCare Investment Partners
Rhode Island
$270K -$20K -798 -7%
RWM
387
Rialto Wealth Management
New York
$270K +$2.91K +114 +1%
RBFC
388
Roman Butler Fullerton & Co
Missouri
$269K +$2.65K +105 +1%
C1AG
389
Client 1st Advisory Group
Florida
$267K +$1.25K +49 +0.5%
AAP
390
Arax Advisory Partners
Colorado
$264K +$71.2K +2,788 +37%
HH
391
Hilltop Holdings
Texas
$264K +$31.6K +1,237 +14%
TWM
392
Tolleson Wealth Management
Texas
$260K – – –
GAM
393
GEM Asset Management
Michigan
$260K +$2.5K +98 +1%
O3W
394
Omni 360 Wealth
New Jersey
$259K -$34.5K -1,349 -12%
CWP
395
Concord Wealth Partners
Virginia
$255K -$332 -13 -0.1%
LFS
396
Lutz Financial Services
Nebraska
$252K +$252K +9,878 New
DADC
397
D.A. Davidson & Co
Montana
$251K -$24.4K -955 -9%
SSC
398
Syverson Strege & Co
Iowa
$251K +$1.66K +65 +0.7%
CPW
399
Catalyst Private Wealth
California
$245K +$245K +9,597 New
FAP
400
Financial Advisory Partners
Florida
$244K +$4.98K +195 +2%
14 15
16
17 18