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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

520 hedge funds and large institutions have $7.03B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 252 increasing their positions, 147 reducing their positions, and 31 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

1.01% less ownership

Funds ownership: 77.5% → 76.49% (-1%)

4% less funds holding in top 10

Funds holding in top 10: 57 → 55 (-2)

Holders
520
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$105M
2
+$92.1M
3
+$86.8M
4
LPL Financial
LPL Financial
California
+$40M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$38.3M

Top Sellers

1
-$41.8M
2
-$39.2M
3
-$33.3M
4
MFS
McNamara Financial Services
Massachusetts
-$33M
5
GVAG
Great Valley Advisor Group
Delaware
-$29.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$56.8M
SIM
27
Stratos Investment Management
Ohio
$55.5M
TC
28
Trilogy Capital
California
$55.3M
NEWAS
29
N.E.W. Advisory Services
Wisconsin
$54.3M
MCM
30
MAI Capital Management
Ohio
$49.7M
NA
31
NewEdge Advisors
Louisiana
$48.4M
FSG
32
Financial Strategies Group
Michigan
$47.5M
GAG
33
GM Advisory Group
New York
$45.9M
CAAM
34
Cornerstone Advisors Asset Management
Pennsylvania
$40.7M
Corient Private Wealth
35
Corient Private Wealth
Florida
$38.1M
VAS
36
Vestmark Advisory Solutions
Massachusetts
$37.6M
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$37.3M
WMN
38
Wealth Management Nebraska
Nebraska
$36.5M
GVAG
39
Great Valley Advisor Group
Delaware
$36.4M
SMM
40
Stadion Money Management
Georgia
$34.9M
SA
41
Sanctuary Advisors
Indiana
$34.8M
AC
42
Apella Capital
Connecticut
$34.4M
AI
43
Arrien Investments
Idaho
$34.4M
CF
44
Convergence Financial
Missouri
$33.4M
WA
45
Waverly Advisors
Alabama
$32.9M
DF
46
Donoghue Forlines
Massachusetts
$32.8M
TWM
47
Trinity Wealth Management
Pennsylvania
$32.6M
LPAM
48
Lodestar Private Asset Management
California
$32.3M
OIA
49
OneDigital Investment Advisors
Kansas
$31.5M
SC
50
Syon Capital
California
$31.1M
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