SPAB icon

SPDR Portfolio Aggregate Bond ETF

498 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 37 funds opening new positions, 226 increasing their positions, 189 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
401
Transce3nd
Texas
$254K
FAP
402
Financial Advisory Partners
Florida
$253K
Charles Schwab
403
Charles Schwab
California
$252K
SSC
404
Syverson Strege & Co
Iowa
$251K
MW
405
Maia Wealth
Colorado
$246K
PFA
406
Peak Financial Advisors
Colorado
$238K
WC
407
Waterloo Capital
Texas
$238K
CIA
408
Concurrent Investment Advisors
Florida
$237K
GFPC
409
Global Financial Private Client
Florida
$229K
MWM
410
Modern Wealth Management
Kansas
$227K
ORG
411
Optimist Retirement Group
Washington
$223K
LFS
412
Lutz Financial Services
Nebraska
$220K
ADL
413
Asset Dedication LLC
California
$220K
SWA
414
Sax Wealth Advisors
New Jersey
$215K
OFP
415
OLIO Financial Planning
Virginia
$214K
MWM
416
Maripau Wealth Management
Indiana
$213K
EFG
417
Ehrlich Financial Group
California
$211K
DAS
418
Diversify Advisory Services
Utah
$209K
SP
419
Symmetry Partners
Connecticut
$206K
FFA
420
Founders Financial Alliance
North Carolina
$206K
GIM
421
Goelzer Investment Management
Indiana
$203K
SS
422
Sunbelt Securities
Texas
$191K
PNC Financial Services Group
423
PNC Financial Services Group
Pennsylvania
$189K
SS
424
SBI Securities
Japan
$184K
PFBT
425
Parkside Financial Bank & Trust
Missouri
$179K