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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
JWA
451
JFS Wealth Advisors
Pennsylvania
$65.4K +$632 +25 +1%
BA
452
Bellwether Advisors
Nebraska
$60.7K
WWM
453
Wolff Wiese Magana
California
$59.6K +$27.8K +1,099 +89%
WOSD
454
WFA of San Diego
California
$53K +$52.3K +2,069 New
KFP
455
Keener Financial Planning
Texas
$52K -$14.2K -563 -22%
DWM
456
Darwin Wealth Management
Florida
$52K -$37.9K -1,500 -43%
DJSG
457
D.J. St. Germain
Massachusetts
$51.9K -$632 -25 -1%
SHF
458
Safe Harbor Fiduciary
Florida
$51.8K +$8.06K +319 +19%
HIA
459
Harbor Investment Advisory
Maryland
$50.9K
WIM
460
Westside Investment Management
California
$47.8K
RFA
461
Reyes Financial Architecture
California
$46.6K
BTI
462
Blue Trust Inc
Georgia
$43.5K +$43K +1,701 New
IWM
463
IMG Wealth Management
Florida
$34.8K
SPIA
464
Steward Partners Investment Advisory
New York
$32.5K +$17.1K +675 +113%
CVM
465
Cheviot Value Management
California
$32.5K
CIA
466
Cape Investment Advisory
Georgia
$30.8K -$6.8K -269 -18%
AWM
467
Ameliora Wealth Management
Switzerland
$30.7K
MCA
468
Midwest Capital Advisors
Michigan
$27.6K -$778K -30,791 -97%
Franklin Resources
469
Franklin Resources
California
$25.6K +$25.3K +1,000 New
AWM
470
Activest Wealth Management
Florida
$23.4K
RF
471
Rossby Financial
Florida
$23.1K -$1.26K -50 -5%
HWM
472
Hemington Wealth Management
Virginia
$22K -$935 -37 -4%
1IA
473
1620 Investment Advisors
Massachusetts
$20.8K
OWP
474
ORG Wealth Partners
Texas
$16.7K
AIA
475
Aventus Investment Advisors
Florida
$16.5K +$16.3K +643 New

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.