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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

496 hedge funds and large institutions have $6.79B invested in SPDR Portfolio Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 36 closing their positions.

Holders
496
Holders Change
-9
Holders Change %
-1.78%
% of All Funds
6.66%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
0.89%
New
36
Increased
225
Reduced
189
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$605M
2
PAS
2
Park Avenue Securities
New York
$44.6M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$437M
4
AssetMark Inc
4
AssetMark Inc
California
$61.1M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$323M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$567M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.49M
3
AO
3
Advisor OS
Illinois
$435K
4
ARC
4
Advisor Resource Council
Texas
$476K
5
NEWAS
5
N.E.W. Advisory Services
Wisconsin
$44.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
26
Trilogy Capital
California
$52.5M 2,052,229 -3,107 -0.2%
KW
27
KWB Wealth
California
$50.4M 1,973,889 -477,882 -19%
SIM
28
Stratos Investment Management
Ohio
$50.3M 1,962,947 +51,582 +3%
ACM
29
AlphaStar Capital Management
North Carolina
$48.9M 1,910,006 -160,100 -8%
NA
30
NewEdge Advisors
Louisiana
$48.8M 1,906,479 +136,200 +8%
PAS
31
Park Avenue Securities
New York
$44.6M 1,741,499 +1,741,499 New
NEWAS
32
N.E.W. Advisory Services
Wisconsin
$44.4M 1,735,980 -546,886 -24%
MCM
33
MAI Capital Management
Ohio
$43.9M 1,715,318 +94,846 +6%
FSG
34
Financial Strategies Group
Michigan
$42.8M 1,692,786 +61,601 +4%
GAG
35
GM Advisory Group
New York
$42.2M 1,649,560 +16,662 +1%
Morgan Stanley
36
Morgan Stanley
New York
$41.8M 1,633,822 -126,565 -7%
WA
37
Waverly Advisors
Alabama
$41.4M 1,616,132 +47,013 +3%
CAAM
38
Cornerstone Advisors Asset Management
Pennsylvania
$37.6M 1,469,560 +172,229 +13%
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$36.8M 1,436,425 +595,173 +71%
MFS
40
McNamara Financial Services
Massachusetts
$35.5M 1,386,530 +12,535 +0.9%
SMM
41
Stadion Money Management
Georgia
$35.3M 1,381,660 -62,700 -4%
SC
42
Syon Capital
California
$33.7M 1,314,862 -9,730 -0.7%
WMN
43
Wealth Management Nebraska
Nebraska
$32.2M 1,263,272 +27,635 +2%
OIA
44
OneDigital Investment Advisors
Kansas
$31.5M 1,230,537 +276,898 +29%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$31.4M 1,225,420 +10,698 +0.9%
TWM
46
Trinity Wealth Management
Pennsylvania
$31.3M 1,223,344 +110,784 +10%
US Bancorp
47
US Bancorp
Minnesota
$30.2M 1,179,029 +7,386 +0.6%
AI
48
Arrien Investments
Idaho
$29.1M 1,137,370 +35,379 +3%
BS
49
Banco Santander
Spain
$28.8M 1,124,585 +265,912 +31%
CF
50
Convergence Financial
Missouri
$28.8M 1,124,404 +3,895 +0.3%
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