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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 %
AR
401
Apeiron RIA
Texas
$241K – – –
UAG
402
United Advisor Group
Ohio
$240K +$240K +9,412 New
WAN
403
Wealth Advisors Northwest
Oregon
$240K +$4.47K +175 +2%
SWA
404
Sax Wealth Advisors
New Jersey
$235K -$12.8K -503 -5%
CAMV
405
Concord Asset Management (Virginia)
Virginia
$235K +$8.14K +323 +4%
MHR
406
Matthew Hamilton Rosenberg
$232K -$27.8K -1,089 -11%
MW
407
Maia Wealth
Colorado
$228K -$25K -994 -10%
RIA
408
Realta Investment Advisors
Delaware
$228K +$86K +3,369 +61%
LWMI
409
Landmark Wealth Management (Illinois)
Illinois
$225K +$225K +8,812 New
ORG
410
Optimist Retirement Group
Washington
$221K +$1.25K +49 +0.6%
ADL
411
Asset Dedication LLC
California
$219K – – –
T
412
Transce3nd
Texas
$219K +$91.3K +3,573 +72%
SAW
413
Signal Advisors Wealth
Michigan
$217K +$217K +8,513 New
VPF
414
Vantage Point Financial
Illinois
$217K -$5.39K -211 -2%
OFP
415
OLIO Financial Planning
Virginia
$213K +$213K +8,357 New
William Blair & Company
416
William Blair & Company
Illinois
$213K -$38.7K -1,517 -15%
EFG
417
Ehrlich Financial Group
California
$211K +$1.64K +64 +0.8%
VBFP
418
Valtinson Bruner Financial Planning
Minnesota
$211K +$211K +8,246 New
DAS
419
Diversify Advisory Services
Utah
$207K +$207K +8,111 New
Fisher Asset Management
420
Fisher Asset Management
Washington
$204K +$204K +7,988 New
FFA
421
Founders Financial Alliance
North Carolina
$203K +$1.3K +51 +0.6%
SS
422
Sunbelt Securities
Texas
$195K – – –
PNC Financial Services Group
423
PNC Financial Services Group
Pennsylvania
$189K – – –
SS
424
SBI Securities
Japan
$184K +$9.27K +363 +5%
PFBT
425
Parkside Financial Bank & Trust
Missouri
$178K +$128 +5 +0.1%
15 16
17
18 19