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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

526 hedge funds and large institutions have $7.04B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 254 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 31

72% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 148

8% more funds holding

Funds holding: 488 → 526 (+38)

5% more capital invested

Capital invested by funds: $6.7B → $7.04B (+$340M)

0.93% less ownership

Funds ownership: 77.55% → 76.62% (-0.93%)

4% less funds holding in top 10

Funds holding in top 10: 57 → 55 (-2)

Holders
526
Holders Change
+38
Holders Change %
+7.79%
% of All Funds
6.4%
Holding in Top 10
55
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.51%
% of All Funds
0.67%
New
77
Increased
254
Reduced
148
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$105M
2
USAA
United Services Automobile Association
Texas
+$92.1M
3
State Street
State Street
Massachusetts
+$86.8M
4
LPL Financial
LPL Financial
California
+$40M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$38.3M

Top Sellers

1
PAS
Park Avenue Securities
New York
-$41.8M
2
KW
KWB Wealth
California
-$39.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$33.3M
4
MFS
McNamara Financial Services
Massachusetts
-$33M
5
GVAG
Great Valley Advisor Group
Delaware
-$29.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$56.8M -$1.51M -58,430 -3%
SIM
27
Stratos Investment Management
Ohio
$55.5M +$2.76M +106,668 +5%
TC
28
Trilogy Capital
California
$55.3M +$1.66M +64,265 +3%
NEWAS
29
N.E.W. Advisory Services
Wisconsin
$54.3M +$7.87M +304,080 +17%
MCM
30
MAI Capital Management
Ohio
$49.7M +$2.11M +81,531 +4%
NA
31
NewEdge Advisors
Louisiana
$48.4M +$7.36M +284,295 +18%
FSG
32
Financial Strategies Group
Michigan
$47.5M +$1.86M +72,000 +4%
GAG
33
GM Advisory Group
New York
$45.9M +$2.44M +94,247 +6%
CAAM
34
Cornerstone Advisors Asset Management
Pennsylvania
$40.7M +$602K +23,251 +1%
Corient Private Wealth
35
Corient Private Wealth
Florida
$38.1M +$38.3M +1,478,573 New
VAS
36
Vestmark Advisory Solutions
Massachusetts
$37.6M +$14.8M +569,983 +64%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$37.3M +$5.52M +213,448 +17%
WMN
38
Wealth Management Nebraska
Nebraska
$36.5M +$1.49M +57,612 +4%
GVAG
39
Great Valley Advisor Group
Delaware
$36.4M -$29.7M -1,149,079 -45%
SMM
40
Stadion Money Management
Georgia
$34.9M +$541K +20,900 +2%
SA
41
Sanctuary Advisors
Indiana
$34.8M +$1.17M +45,341 +3%
AC
42
Apella Capital
Connecticut
$34.4M +$6.82M +263,546 +25%
AI
43
Arrien Investments
Idaho
$34.4M +$3.38M +130,597 +11%
CF
44
Convergence Financial
Missouri
$33.4M +$1.72M +66,452 +5%
WA
45
Waverly Advisors
Alabama
$32.9M -$10M -386,853 -23%
DF
46
Donoghue Forlines
Massachusetts
$32.8M +$32.9M +1,272,713 New
TWM
47
Trinity Wealth Management
Pennsylvania
$32.6M +$424K +16,402 +1%
LPAM
48
Lodestar Private Asset Management
California
$32.3M +$2.37M +91,650 +8%
OIA
49
OneDigital Investment Advisors
Kansas
$31.5M +$7.67M +296,221 +32%
SC
50
Syon Capital
California
$31.1M +$658K +25,428 +2%
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