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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.

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 %
ACM
26
AlphaStar Capital Management
North Carolina
$52.9M +$19.4K +759 +0%
TC
27
Trilogy Capital
California
$52.5M -$1.7M -66,492 -3%
KWM
28
Kingsview Wealth Management
Oregon
$52.5M -$3.68M -144,088 -7%
SIM
29
Stratos Investment Management
Ohio
$48.8M +$3.07M +120,123 +7%
NA
30
NewEdge Advisors
Louisiana
$45.2M -$1.38M -54,156 -3%
Morgan Stanley
31
Morgan Stanley
New York
$45M -$477K -18,692 -1%
GAG
32
GM Advisory Group
New York
$41.7M +$3.8M +148,735 +10%
MCM
33
MAI Capital Management
Ohio
$41.4M +$1.05M +40,954 +3%
FSG
34
Financial Strategies Group
Michigan
$41.2M +$226K +8,957 +0.6%
WA
35
Waverly Advisors
Alabama
$40.1M +$1.25M +49,092 +3%
Mariner
36
Mariner
Kansas
$37.5M +$2.58M +101,108 +7%
SMM
37
Stadion Money Management
Georgia
$36.9M -$2.24M -87,610 -6%
MFS
38
McNamara Financial Services
Massachusetts
$35.1M +$2.75M +107,502 +8%
SC
39
Syon Capital
California
$33.8M -$58.3M -2,280,862 -63%
AssetMark Inc
40
AssetMark Inc
California
$33.5M +$3.79M +148,355 +13%
CAAM
41
Cornerstone Advisors Asset Management
Pennsylvania
$33.1M +$2.11M +82,607 +7%
WMN
42
Wealth Management Nebraska
Nebraska
$31.6M +$819K +32,048 +3%
CCFM
43
Clear Creek Financial Management
Washington
$31.1M +$8.8M +344,548 +40%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$31M +$1.25M +48,893 +4%
US Bancorp
45
US Bancorp
Minnesota
$29.9M +$455K +17,834 +2%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$29.4M +$1.82M +71,353 +7%
IWM
47
IHT Wealth Management
Illinois
$28.6M -$2.31M -90,360 -7%
CF
48
Convergence Financial
Missouri
$28.6M +$1.7M +66,461 +6%
TWM
49
Trinity Wealth Management
Pennsylvania
$28.4M +$379K +14,837 +1%
AI
50
Arrien Investments
Idaho
$28.1M +$416K +16,283 +1%
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