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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.

New
Increased
Maintained
Reduced
Closed
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
State Street
Massachusetts
$296M
2
PAG
Private Advisor Group
New Jersey
$123M
3
AO
Advisor OS
Illinois
$21.4M
4
UF
Univest Financial
Pennsylvania
$75.1M
5
ARC
Advisor Resource Council
Texas
$18.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$589M
2
SC
Syon Capital
California
$33.8M
3
PAS
Park Avenue Securities
New York
$0
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$300M
5
HWA
Heartwood Wealth Advisors
Virginia
$392K
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
476
Cherry Tree Wealth Management
Minnesota
$10.9K – – –
HNB
477
Huntington National Bank
Ohio
$10.6K -$37.7K – –
DWM
478
Dogwood Wealth Management
Kansas
$10K – – –
DWS
479
Dynamic Wealth Strategies
California
$9.81K +$9.81K +384 New
Qube Research & Technologies (QRT)
480
Qube Research & Technologies (QRT)
United Kingdom
$9.55K -$1.2K -47 -11%
SIS
481
Sound Income Strategies
Florida
$9.43K – – –
TPCW
482
TD Private Client Wealth
New York
$9.37K +$2.09K +82 +29%
BCMLT
483
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.27K +$51 +2 +0.6%
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$8.1K +$8.07K +316 +31,600%
NSIM
485
North Star Investment Management
Illinois
$7.02K +$51 +2 +0.7%
BlackRock
486
BlackRock
New York
$6.72K -$664 -26 -9%
KWM
487
Kiker Wealth Management
Georgia
$4.85K – – –
BC
488
Barrett & Company
Rhode Island
$4.01K – – –
AIP
489
Ameritas Investment Partners
Nebraska
$3.93K -$1.12K -44 -22%
HT
490
Headlands Technologies
Illinois
$3.86K -$6.39K -250 -62%
CFS
491
Compass Financial Services
Iowa
$2.94K +$2.94K +115 New
IRC
492
Investors Research Corp
Georgia
$2.15K – – –
AIM
493
Anchor Investment Management
South Carolina
$2.07K – – –
FGAM
494
Financial Gravity Asset Management
Texas
$1.38K +$1.38K +54 New
CAWM
495
Capital A Wealth Management
Pennsylvania
$1.35K -$3.35K -131 -71%
PW
496
Pandora Wealth
Illinois
$1.28K +$1.28K +50 New
AIC
497
Archer Investment Corporation
Indiana
$1.22K – – –
CPG
498
Cornerstone Planning Group
New Jersey
$1.18K +$1.18K +47 New
TFA
499
Transamerica Financial Advisors
Florida
$1K -$40 -1 -4%
BL
500
BFSG LLC
California
$767 – – –
18 19
20
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