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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

488 hedge funds and large institutions have $6.7B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 215 increasing their positions, 186 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 186

0.22% less ownership

Funds ownership: 77.77% → 77.55% (-0.22%)

2% less capital invested

Capital invested by funds: $6.85B → $6.7B (-$153M)

3% less funds holding

Funds holding: 505 → 488 (-17)

12% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 41

14% less funds holding in top 10

Funds holding in top 10: 66 → 57 (-9)

Holders
488
Holders Change
-17
Holders Change %
-3.37%
% of All Funds
6.41%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
0.75%
New
36
Increased
215
Reduced
186
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$178M
2
HI
Horizon Investments
North Carolina
+$178M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$39.2M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$20.5M
5
MYIA
Mount Yale Investment Advisors
Colorado
+$18M

Top Sellers

1
State Street
State Street
Massachusetts
-$374M
2
PAG
Private Advisor Group
New Jersey
-$65.3M
3
AssetMark Inc
AssetMark Inc
California
-$41.6M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$35.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
26
Stratos Investment Management
Ohio
$52.9M +$2.18M +85,213 +4%
ACM
27
AlphaStar Capital Management
North Carolina
$49.9M +$494K +19,307 +1%
PAG
28
Private Advisor Group
New Jersey
$48.5M -$65.3M -2,551,697 -58%
MCM
29
MAI Capital Management
Ohio
$47.8M +$3.45M +134,894 +8%
NEWAS
30
N.E.W. Advisory Services
Wisconsin
$46.6M +$1.75M +68,346 +4%
FSG
31
Financial Strategies Group
Michigan
$45.6M +$1.92M +75,109 +4%
KW
32
KWB Wealth
California
$45.3M -$5.21M -203,529 -10%
GAG
33
GM Advisory Group
New York
$43.7M +$1.02M +39,763 +2%
WA
34
Waverly Advisors
Alabama
$43M +$1.23M +48,201 +3%
PAS
35
Park Avenue Securities
New York
$41.8M -$3.21M -125,265 -7%
NA
36
NewEdge Advisors
Louisiana
$41.3M -$7.95M -310,713 -16%
Morgan Stanley
37
Morgan Stanley
New York
$41.2M -$1.07M -41,881 -3%
CAAM
38
Cornerstone Advisors Asset Management
Pennsylvania
$40.3M +$2.25M +87,918 +6%
MFS
39
McNamara Financial Services
Massachusetts
$36.5M +$620K +24,241 +2%
WMN
40
Wealth Management Nebraska
Nebraska
$35.2M +$2.51M +98,119 +8%
SMM
41
Stadion Money Management
Georgia
$34.4M -$1.2M -46,744 -3%
SA
42
Sanctuary Advisors
Indiana
$33.8M -$5.06M -197,703 -13%
TWM
43
Trinity Wealth Management
Pennsylvania
$32.3M +$658K +25,727 +2%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$31.9M +$13.4M +523,002 +74%
CF
45
Convergence Financial
Missouri
$31.9M +$2.77M +108,164 +10%
AI
46
Arrien Investments
Idaho
$31.1M +$1.72M +67,181 +6%
CCFM
47
Clear Creek Financial Management
Washington
$30.9M +$2.46M +96,267 +9%
SC
48
Syon Capital
California
$30.6M -$3.37M -131,838 -10%
LPAM
49
Lodestar Private Asset Management
California
$30.1M +$2.7M +105,339 +10%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$30M -$1.65M -64,536 -5%
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