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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

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: 63 → 66 (+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: 510 → 505 (-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
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$304M
2
PAS
Park Avenue Securities
New York
+$44M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$28.6M
4
AssetMark Inc
AssetMark Inc
California
+$27.1M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$22.5M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$22.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$21.6M
3
AO
Advisor OS
Illinois
-$20.8M
4
ARC
Advisor Resource Council
Texas
-$18M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
Trilogy Capital
California
$52.5M -$78.5K -3,107 -0.2%
KW
27
KWB Wealth
California
$50.4M -$12.1M -477,882 -19%
SIM
28
Stratos Investment Management
Ohio
$50.3M +$1.3M +51,582 +3%
ACM
29
AlphaStar Capital Management
North Carolina
$48.9M -$4.05M -160,100 -8%
NA
30
NewEdge Advisors
Louisiana
$48.8M +$3.44M +136,200 +8%
PAS
31
Park Avenue Securities
New York
$44.6M +$44M +1,741,499 New
NEWAS
32
N.E.W. Advisory Services
Wisconsin
$44.4M -$13.8M -546,886 -24%
MCM
33
MAI Capital Management
Ohio
$43.9M +$2.4M +94,846 +6%
FSG
34
Financial Strategies Group
Michigan
$42.8M +$1.56M +61,601 +4%
GAG
35
GM Advisory Group
New York
$42.2M +$421K +16,662 +1%
Morgan Stanley
36
Morgan Stanley
New York
$41.8M -$3.2M -126,565 -7%
WA
37
Waverly Advisors
Alabama
$41.4M +$1.19M +47,013 +3%
SA
38
Sanctuary Advisors
Indiana
$38.5M -$1.46M -57,829 -4%
CAAM
39
Cornerstone Advisors Asset Management
Pennsylvania
$37.6M +$4.35M +172,229 +13%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$36.8M +$15M +595,173 +71%
MFS
41
McNamara Financial Services
Massachusetts
$35.5M +$317K +12,535 +0.9%
SMM
42
Stadion Money Management
Georgia
$35.3M -$1.59M -62,700 -4%
SC
43
Syon Capital
California
$33.7M -$246K -9,730 -0.7%
WMN
44
Wealth Management Nebraska
Nebraska
$32.2M +$699K +27,635 +2%
OIA
45
OneDigital Investment Advisors
Kansas
$31.5M +$7M +276,898 +29%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$31.4M +$270K +10,698 +0.9%
TWM
47
Trinity Wealth Management
Pennsylvania
$31.3M +$2.8M +110,784 +10%
US Bancorp
48
US Bancorp
Minnesota
$30.2M +$187K +7,386 +0.6%
AI
49
Arrien Investments
Idaho
$29.1M +$894K +35,379 +3%
BS
50
Banco Santander
Spain
$28.8M +$6.72M +265,912 +31%
1
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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.