We are live on ! Find out more
SPAB icon

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
NECFA
476
New England Capital Financial Advisors
Connecticut
$16.2K +$177 +7 +1%
VNA
477
Valley National Advisers
Pennsylvania
$15K +$152 +6 +1%
PFM
478
Phillips Financial Management
Indiana
$12.5K +$101 +4 +0.8%
CTWM
479
Cherry Tree Wealth Management
Minnesota
$10.9K – – –
DWM
480
Dogwood Wealth Management
Kansas
$9.92K – – –
DWS
481
Dynamic Wealth Strategies
California
$9.83K – – –
Qube Research & Technologies (QRT)
482
Qube Research & Technologies (QRT)
United Kingdom
$9.57K – – –
BCMLT
483
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.38K +$101 +4 +1%
TPCW
484
TD Private Client Wealth
New York
$7.73K -$1.64K -65 -18%
CA
485
Crewe Advisors
Utah
$7.37K +$7.28K +288 New
NSIM
486
North Star Investment Management
Illinois
$7.11K +$76 +3 +1%
BlackRock
487
BlackRock
New York
$6.89K +$152 +6 +2%
AIP
488
Ameritas Investment Partners
Nebraska
$4.33K +$379 +15 +10%
BC
489
Barrett & Company
Rhode Island
$4.02K – – –
AIC
490
Archer Investment Corporation
Indiana
$3.53K +$2.27K +90 +188%
HFS
491
Hughes Financial Services
Virginia
$2.89K -$11.3K -445 -80%
LIS
492
Legacy Investment Solutions
Idaho
$2.68K +$2.65K +105 New
LWMI
493
Legacy Wealth Management (Idaho)
Idaho
$2.68K +$2.65K +105 New
IRC
494
Investors Research Corp
Georgia
$2.15K – – –
AIM
495
Anchor Investment Management
South Carolina
$2.07K – – –
FGC
496
Financial Gravity Companies
Texas
$1.38K +$1.36K +54 New
PW
497
Pandora Wealth
Illinois
$1.28K – – –
C
498
Covestor
United Kingdom
$1K +$1.21K +48 New
BL
499
BFSG LLC
California
$768 – – –
CWM
500
Copia Wealth Management
Oregon
$768 +$101 +4 +15%
18 19
20
21 22

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.