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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
TFA
501
Transamerica Financial Advisors
Florida
$617 – – –
BWL
502
Bogart Wealth LLC
Virginia
$337 +$126 +5 +63%
OSAM
503
O'Shaughnessy Asset Management
Connecticut
$26 -$7.99K -316 -100%
Barclays
504
Barclays
United Kingdom
$26 – – –
Russell Investments Group
505
Russell Investments Group
United Kingdom
$19 – – –
ACP
506
Aveo Capital Partners
Colorado
– -$11.4M -450,424 Closed
HF
507
HRT Financial
New York
– -$5.41M -211,771 Closed
OMC
508
Old Mission Capital
Illinois
– -$4.92M -192,749 Closed
SFC
509
Strategic Financial Concepts
Texas
– -$1.51M -58,967 Closed
Susquehanna International Group
510
Susquehanna International Group
Pennsylvania
– -$1.27M -49,559 Closed
Citadel Advisors
511
Citadel Advisors
Florida
– -$1.21M -47,293 Closed
IA
512
Integrity Alliance
Iowa
– -$1.14M -44,614 Closed
CWM
513
Congress Wealth Management
Massachusetts
– -$916K -35,877 Closed
FTUS
514
Flow Traders U.S.
New York
– -$845K -33,080 Closed
NCFG
515
New Century Financial Group
New Jersey
– -$735K -28,761 Closed
WFAG
516
Worth Financial Advisory Group
North Carolina
– -$719K -28,165 Closed
AWM
517
Austin Wealth Management
Texas
– -$685K -27,019 Closed
MIC
518
Means Investment Company
Maine
– -$359K -14,062 Closed
XT
519
XTX Topco
Cayman Islands
– -$335K -13,131 Closed
DA
520
Detalus Advisors
Missouri
– -$303K -11,883 Closed
CPW
521
Catalyst Private Wealth
California
– -$245K -9,597 Closed
AR
522
Apeiron RIA
Texas
– -$241K -9,449 Closed
WAN
523
Wealth Advisors Northwest
Oregon
– -$240K -9,393 Closed
VPF
524
Vantage Point Financial
Illinois
– -$217K -8,484 Closed
Fisher Asset Management
525
Fisher Asset Management
Washington
– -$204K -7,988 Closed
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.