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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

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: 63 → 66 (+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: 510 → 505 (-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
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$304M
2
PAS
Park Avenue Securities
New York
+$44M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$28.6M
4
AssetMark Inc
AssetMark Inc
California
+$27.1M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$22.5M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$22.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$21.6M
3
AO
Advisor OS
Illinois
-$20.8M
4
ARC
Advisor Resource Council
Texas
-$18M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
426
Founders Financial Alliance
North Carolina
$206K +$1.95K +77 +1%
GIM
427
Goelzer Investment Management
Indiana
$203K +$200K +7,918 New
SS
428
Sunbelt Securities
Texas
$191K – – –
PNC Financial Services Group
429
PNC Financial Services Group
Pennsylvania
$189K – – –
SS
430
SBI Securities
Japan
$184K -$986 -39 -0.5%
PFBT
431
Parkside Financial Bank & Trust
Missouri
$179K +$202 +8 +0.1%
HI
432
Horizon Investments
North Carolina
$177K -$4.8M -189,746 -96%
BHWM
433
Bay Harbor Wealth Management
Maryland
$176K – – –
AA
434
Ancora Advisors
Ohio
$168K -$4.5K -178 -3%
Fidelity Investments
435
Fidelity Investments
Massachusetts
$160K +$25.8K +1,019 +19%
PWAM
436
Private Wealth Asset Management
Iowa
$144K +$121K +4,787 +575%
RIA
437
Realta Investment Advisors
Delaware
$125K -$102K -4,018 -45%
AAS
438
Ameritas Advisory Services
Nebraska
$123K +$122K +4,813 New
BCMIO
439
Beacon Capital Management Inc (Ohio)
Ohio
$116K +$114K +4,524 New
TAM
440
Tucker Asset Management
Colorado
$116K -$3.99K -158 -3%
Bank of Montreal
441
Bank of Montreal
Ontario, Canada
$110K -$15.7K -623 -13%
WWM
442
Woodside Wealth Management
Massachusetts
$110K +$7.03K +278 +7%
KFI
443
Key Financial Inc
Pennsylvania
$99.7K – – –
W
444
WealthCollab
Washington
$94.5K – – –
MHR
445
Matthew Hamilton Rosenberg
$92.6K -$138K -5,459 -60%
IHWM
446
Iron Horse Wealth Management
Iowa
$92.5K -$910 -36 -1%
ACA
447
Aptus Capital Advisors
Alabama
$88.2K -$4.45K -176 -5%
GIA
448
GHP Investment Advisors
Colorado
$81.9K – – –
CIBC Private Wealth Group
449
CIBC Private Wealth Group
Georgia
$78.5K +$20.9K +828 +37%
CIAS
450
Capital Investment Advisory Services
North Carolina
$71.9K – – –
16 17
18
19 20

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.