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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

496 hedge funds and large institutions have $6.79B invested in SPDR Portfolio Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 36 closing their positions.

Holders
496
Holders Change
-9
Holders Change %
-1.78%
% of All Funds
6.66%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
0.89%
New
36
Increased
225
Reduced
189
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$605M
2
PAS
2
Park Avenue Securities
New York
$44.6M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$437M
4
AssetMark Inc
4
AssetMark Inc
California
$61.1M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$323M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$567M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.49M
3
AO
3
Advisor OS
Illinois
$435K
4
ARC
4
Advisor Resource Council
Texas
$476K
5
NEWAS
5
N.E.W. Advisory Services
Wisconsin
$44.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
501
Citadel Advisors
Florida
– – -47,293 Closed
IA
502
Integrity Alliance
Iowa
– – -44,614 Closed
CWM
503
Congress Wealth Management
Massachusetts
– – -35,877 Closed
FTUS
504
Flow Traders U.S.
New York
– – -33,080 Closed
NCFG
505
New Century Financial Group
New Jersey
– – -28,761 Closed
WFAG
506
Worth Financial Advisory Group
North Carolina
– – -28,165 Closed
AWM
507
Austin Wealth Management
Texas
– – -27,019 Closed
MIC
508
Means Investment Company
Maine
– – -14,062 Closed
XT
509
XTX Topco
Cayman Islands
– – -13,131 Closed
DA
510
Detalus Advisors
Missouri
– – -11,883 Closed
CPW
511
Catalyst Private Wealth
California
– – -9,597 Closed
AR
512
Apeiron RIA
Texas
– – -9,449 Closed
WAN
513
Wealth Advisors Northwest
Oregon
– – -9,393 Closed
VPF
514
Vantage Point Financial
Illinois
– – -8,484 Closed
Fisher Asset Management
515
Fisher Asset Management
Washington
– – -7,988 Closed
CA
516
Continuum Advisory
Idaho
– – -5,017 Closed
CF
517
Centaurus Financial
California
– – -4,644 Closed
SAS
518
SMI Advisory Services
Indiana
– – -2,975 Closed
PA
519
PSI Advisors
Florida
– – -2,000 Closed
SWM
520
Spire Wealth Management
Virginia
– – -1,582 Closed
SIM
521
Synergy Investment Management
Florida
– – -1,531 Closed
AWM
522
Angeles Wealth Management
California
– – -888 Closed
NMG
523
New Millennium Group
Utah
– – -775 Closed
CCM
524
Coldstream Capital Management
Washington
– – -598 Closed
SIS
525
Sound Income Strategies
Florida
– – -369 Closed
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