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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
RWM
401
Rialto Wealth Management
New York
$262K -$8.85K -350 -3%
TWM
402
Tolleson Wealth Management
Texas
$261K
GAM
403
GEM Asset Management
Michigan
$259K +$1.95K +77 +0.8%
William Blair & Company
404
William Blair & Company
Illinois
$258K +$44.3K +1,751 +21%
CWP
405
Concord Wealth Partners
Virginia
$255K -$506 -20 -0.2%
CAMV
406
Concord Asset Management (Virginia)
Virginia
$255K +$16K +634 +7%
T
407
Transce3nd
Texas
$254K +$34.5K +1,365 +16%
FAP
408
Financial Advisory Partners
Florida
$253K +$8.14K +322 +3%
Charles Schwab
409
Charles Schwab
California
$252K +$249K +9,832 New
SSC
410
Syverson Strege & Co
Iowa
$251K
MW
411
Maia Wealth
Colorado
$246K +$14.2K +563 +6%
PFA
412
Peak Financial Advisors
Colorado
$238K +$235K +9,298 New
WC
413
Waterloo Capital
Texas
$238K -$43.6K -1,725 -16%
CIA
414
Concurrent Investment Advisors
Florida
$237K +$234K +9,261 New
GFPC
415
Global Financial Private Client
Florida
$229K +$212K +8,367 +1,448%
MWM
416
Modern Wealth Management
Kansas
$227K -$58.7K -2,321 -21%
ORG
417
Optimist Retirement Group
Washington
$223K +$1.92K +76 +0.9%
LFS
418
Lutz Financial Services
Nebraska
$220K -$32K -1,267 -13%
ADL
419
Asset Dedication LLC
California
$220K
SWA
420
Sax Wealth Advisors
New Jersey
$215K -$21.1K -834 -9%
OFP
421
OLIO Financial Planning
Virginia
$214K
MWM
422
Maripau Wealth Management
Indiana
$213K +$210K +8,305 New
EFG
423
Ehrlich Financial Group
California
$211K
DAS
424
Diversify Advisory Services
Utah
$209K +$1.49K +59 +0.7%
SP
425
Symmetry Partners
Connecticut
$206K -$171K -6,773 -46%

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.