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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

543 hedge funds and large institutions have $7.17B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 260 increasing their positions, 162 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 36

60% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 162

3% more funds holding

Funds holding: 526 → 543 (+17)

2% more capital invested

Capital invested by funds: $7.04B → $7.17B (+$134M)

0.69% more ownership

Funds ownership: 76.62% → 77.31% (+0.69%)

2% less funds holding in top 10

Funds holding in top 10: 55 → 54 (-1)

Holders
543
Holders Change
+17
Holders Change %
+3.23%
% of All Funds
6.68%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.66%
New
66
Increased
260
Reduced
162
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TI
Tidal Investments
Wisconsin
+$154M
2
State Street
State Street
Massachusetts
+$87.1M
3
IAA
Independent Advisor Alliance
North Carolina
+$45.5M
4
CF
Convergence Financial
Missouri
+$39.2M
5
LPL Financial
LPL Financial
California
+$31M

Top Sellers

Rank Fund Capital Flow
1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$152M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$108M
3
USAA
United Services Automobile Association
Texas
-$91.6M
4
RA
Rational Advisors
New York
-$71.7M
5
DF
Donoghue Forlines
Massachusetts
-$32.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
Trilogy Capital
California
$57.1M +$2.12M +82,132 +4%
NEWAS
27
N.E.W. Advisory Services
Wisconsin
$54.1M +$55.7K +2,160 +0.1%
MCM
28
MAI Capital Management
Ohio
$52.9M +$3.39M +131,498 +7%
FSG
29
Financial Strategies Group
Michigan
$50.2M +$3.06M +118,589 +6%
GAG
30
GM Advisory Group
New York
$47.7M +$2.01M +77,988 +4%
VAS
31
Vestmark Advisory Solutions
Massachusetts
$47.7M +$10.3M +400,050 +27%
AC
32
Apella Capital
Connecticut
$46.5M +$12.1M +470,528 +35%
IAA
33
Independent Advisor Alliance
North Carolina
$45.5M +$45.5M +1,763,900 +13,939%
ACM
34
AlphaStar Capital Management
North Carolina
$45.3M -$13.2M -510,224 -22%
EH
35
Equitable Holdings
New York
$44.4M -$12.4M -482,560 -22%
NA
36
NewEdge Advisors
Louisiana
$43.5M -$4.72M -182,871 -10%
CAAM
37
Cornerstone Advisors Asset Management
Pennsylvania
$43.1M +$2.58M +100,187 +6%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$41.5M +$4.43M +171,816 +12%
GVAG
39
Great Valley Advisor Group
Delaware
$38.5M +$2.28M +88,238 +6%
WMN
40
Wealth Management Nebraska
Nebraska
$36.4M +$29.3K +1,134 +0.1%
SA
41
Sanctuary Advisors
Indiana
$36M +$1.38M +53,657 +4%
CL
42
Choreo LLC
Illinois
$35.9M +$23.5M +911,954 +186%
AssetMark Inc
43
AssetMark Inc
California
$35.7M +$8.94M +346,596 +33%
SMM
44
Stadion Money Management
Georgia
$35M +$240K +9,300 +0.7%
AI
45
Arrien Investments
Idaho
$34.9M +$708K +27,432 +2%
TWM
46
Trinity Wealth Management
Pennsylvania
$34.8M +$2.35M +90,978 +7%
AWA
47
Arete Wealth Advisors
Illinois
$34.5M +$4.37M +169,271 +14%
LPAM
48
Lodestar Private Asset Management
California
$33.9M +$1.73M +67,071 +5%
Creative Planning
49
Creative Planning
Kansas
$32.5M +$1.97M +76,235 +6%
RWM
50
Reston Wealth Management
Virginia
$32.4M +$7.29M +282,760 +29%
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SPAB Hedge Fund Activity: Q1 2026 in Review

543 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q1 2026, worth a combined $7.17B — up 1.9% from $7.04B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPAB positions and 36 closed out — a net gain of 30 holders — while 260 added to existing stakes and 162 trimmed.

The largest buyer was Tidal Investments, opening a new position worth an estimated $154M. The largest seller was CLA (CliftonLarsonAllen) Wealth Advisors, cutting an estimated $152M.

  • 543 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q1 2026, up from 526 in Q4 2025.
  • Funds reported $7.17B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q1 2026, up 1.9% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q1 2026 and 36 closed out, a net change of +30 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q1 2026 was Tidal Investments, an estimated $154M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q1 2026 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2026.