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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

498 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 37 funds opening new positions, 226 increasing their positions, 189 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-7
Holders Change %
-1.39%
% of All Funds
6.68%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
0.89%
New
37
Increased
226
Reduced
189
Closed
37
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 Holding Trade Value Shares
Change 		Shares
Change %
OMC
501
Old Mission Capital
Illinois
– -$4.92M -192,749 Closed
SFC
502
Strategic Financial Concepts
Texas
– -$1.51M -58,967 Closed
Susquehanna International Group
503
Susquehanna International Group
Pennsylvania
– -$1.27M -49,559 Closed
Citadel Advisors
504
Citadel Advisors
Florida
– -$1.21M -47,293 Closed
IA
505
Integrity Alliance
Iowa
– -$1.14M -44,614 Closed
CWM
506
Congress Wealth Management
Massachusetts
– -$916K -35,877 Closed
FTUS
507
Flow Traders U.S.
New York
– -$845K -33,080 Closed
NCFG
508
New Century Financial Group
New Jersey
– -$735K -28,761 Closed
WFAG
509
Worth Financial Advisory Group
North Carolina
– -$719K -28,165 Closed
AWM
510
Austin Wealth Management
Texas
– -$685K -27,019 Closed
MIC
511
Means Investment Company
Maine
– -$359K -14,062 Closed
XT
512
XTX Topco
Cayman Islands
– -$335K -13,131 Closed
DA
513
Detalus Advisors
Missouri
– -$303K -11,883 Closed
CPW
514
Catalyst Private Wealth
California
– -$245K -9,597 Closed
AR
515
Apeiron RIA
Texas
– -$241K -9,449 Closed
WAN
516
Wealth Advisors Northwest
Oregon
– -$240K -9,393 Closed
VPF
517
Vantage Point Financial
Illinois
– -$217K -8,484 Closed
Fisher Asset Management
518
Fisher Asset Management
Washington
– -$204K -7,988 Closed
CA
519
Continuum Advisory
Idaho
– -$128K -5,017 Closed
CF
520
Centaurus Financial
California
– -$119K -4,644 Closed
SAS
521
SMI Advisory Services
Indiana
– -$75.4K -2,975 Closed
PA
522
PSI Advisors
Florida
– -$51.1K -2,000 Closed
SWM
523
Spire Wealth Management
Virginia
– -$40.4K -1,582 Closed
SIM
524
Synergy Investment Management
Florida
– -$39.1K -1,531 Closed
AWM
525
Angeles Wealth Management
California
– -$22.7K -888 Closed
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