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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 %
BHWM
426
Bay Harbor Wealth Management
Maryland
$176K – – –
AA
427
Ancora Advisors
Ohio
$172K -$7.92K -310 -4%
Fidelity Investments
428
Fidelity Investments
Massachusetts
$134K -$8.89K -348 -6%
PS
429
Principal Securities
Iowa
$131K – – –
CA
430
Continuum Advisory
Idaho
$128K -$6.59K -258 -5%
Bank of Montreal
431
Bank of Montreal
Ontario, Canada
$125K +$47.1K +1,843 +60%
CF
432
Centaurus Financial
California
$119K +$4.48K +175 +4%
WWM
433
Woodside Wealth Management
Massachusetts
$102K +$102K +4,001 New
KFI
434
Key Financial Inc
Pennsylvania
$99.5K – – –
W
435
WealthCollab
Washington
$94.2K – – –
IHWM
436
Iron Horse Wealth Management
Iowa
$93.2K +$18.2K +714 +24%
ACA
437
Aptus Capital Advisors
Alabama
$92.5K -$18.9K -740 -17%
DWM
438
Darwin Wealth Management
Florida
$88.2K – – –
CF
439
Collier Financial
Colorado
$83.7K -$11.5M -451,882 -99%
GIA
440
GHP Investment Advisors
Colorado
$81.7K – – –
SAS
441
SMI Advisory Services
Indiana
$75.4K +$75.4K +2,975 New
CIAS
442
Capital Investment Advisory Services
North Carolina
$71.7K – – –
KFP
443
Keener Financial Planning
Texas
$66K – – –
JWA
444
JFS Wealth Advisors
Pennsylvania
$64.6K -$4.06K -159 -6%
BA
445
Bellwether Advisors
Nebraska
$60.6K -$6.85K -268 -10%
CIBC Private Wealth Group
446
CIBC Private Wealth Group
Georgia
$56.5K – – –
DJSG
447
D.J. St. Germain
Massachusetts
$52.4K -$2.3K -90 -4%
PA
448
PSI Advisors
Florida
$51.1K – – –
HIA
449
Harbor Investment Advisory
Maryland
$50.7K – – –
WIM
450
Westside Investment Management
California
$47.7K -$5.11K -200 -10%
16 17
18
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