SPAB icon

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
1
State Street
Massachusetts
$296M
2
PAG
2
Private Advisor Group
New Jersey
$123M
3
AO
3
Advisor OS
Illinois
$21.4M
4
UF
4
Univest Financial
Pennsylvania
$75.1M
5
ARC
5
Advisor Resource Council
Texas
$18.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$589M
2
SC
2
Syon Capital
California
$33.8M
3
PAS
3
Park Avenue Securities
New York
$0
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$300M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$392K
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
451
Reyes Financial Architecture
California
$46.5K – – –
SHF
452
Safe Harbor Fiduciary
Florida
$43.5K -$1.74K -68 -4%
SWM
453
Spire Wealth Management
Virginia
$40.4K +$40.4K +1,582 New
SIM
454
Synergy Investment Management
Florida
$39.1K – – –
CIA
455
Cape Investment Advisory
Georgia
$37.6K +$281 +11 +0.8%
IWM
456
IMG Wealth Management
Florida
$34.7K -$10.5K -411 -23%
NP
457
NorthRock Partners
Minnesota
$34.6K – – –
CVM
458
Cheviot Value Management
California
$32.1K +$32.1K +1,273 New
WWM
459
Wolff Wiese Magana
California
$31.4K +$409 +16 +1%
AWM
460
Ameliora Wealth Management
Switzerland
$30.6K – – –
RF
461
Rossby Financial
Florida
$24.2K +$24.2K +951 New
AWM
462
Activest Wealth Management
Florida
$23.4K – – –
HWM
463
Hemington Wealth Management
Virginia
$23K -$8.79K -356 -28%
AWM
464
Angeles Wealth Management
California
$22.7K +$22.7K +888 New
PWAM
465
Private Wealth Asset Management
Iowa
$21.2K +$21.2K +832 New
1IA
466
1620 Investment Advisors
Massachusetts
$20.8K – – –
NMG
467
New Millennium Group
Utah
$19.8K +$19.8K +775 New
OWP
468
ORG Wealth Partners
Texas
$16.7K – – –
NECFA
469
New England Capital Financial Advisors
Connecticut
$16K +$102 +4 +0.6%
CCM
470
Coldstream Capital Management
Washington
$15.3K +$15.3K +598 New
SPIA
471
Steward Partners Investment Advisory
New York
$15.2K – – –
VNA
472
Valley National Advisers
Pennsylvania
$15K +$99 +4 +0.7%
GFPC
473
Global Financial Private Client
Florida
$14.8K – – –
HFS
474
Hughes Financial Services
Virginia
$14.2K +$14.2K +558 New
PFM
475
Phillips Financial Management
Indiana
$12.4K -$8.5K -333 -41%
17 18
19
20 21