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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 %
APC
51
Aspire Private Capital
North Carolina
$28.5M 1,114,303 +300,993 +37%
CCFM
52
Clear Creek Financial Management
Washington
$28.1M 1,097,517 -119,211 -10%
MD
53
Money Design
Japan
$28.1M 1,097,073 +51,742 +5%
AWA
54
Arete Wealth Advisors
Illinois
$27.8M 1,085,553 +124,810 +13%
Mariner
55
Mariner
Kansas
$27.7M 1,083,385 -385,508 -26%
T
56
TrueFG
Texas
$27.4M 1,070,531 +9,844 +0.9%
LPAM
57
Lodestar Private Asset Management
California
$27.1M 1,057,243 +32,491 +3%
UBS Group
58
UBS Group
Switzerland
$26.9M 1,050,296 +134,506 +15%
IWM
59
IHT Wealth Management
Illinois
$26.5M 1,035,906 -85,619 -8%
CIC
60
Cutler Investment Counsel
Oregon
$26.2M 1,021,528 +37,573 +4%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$25.4M 990,506 +193,847 +24%
AP
62
Americana Partners
Texas
$24.6M 961,561 +64,335 +7%
RWM
63
Reston Wealth Management
Virginia
$23.8M 930,582 +7,801 +0.8%
AA
64
Advisory Alpha
Michigan
$23.3M 910,897 +36,091 +4%
BA
65
Bristlecone Advisors
Washington
$23.2M 904,947 -21,752 -2%
WFPG
66
Waller Financial Planning Group
Ohio
$22.4M 876,859 +14,232 +2%
B
67
Bensler
Washington
$22.4M 873,067 -138,391 -14%
LEFP
68
Leading Edge Financial Planning
Tennessee
$21.6M 842,874 +32,742 +4%
AC
69
Apella Capital
Connecticut
$21.2M 837,816 +327,649 +64%
MML Investors Services
70
MML Investors Services
Massachusetts
$20.9M 814,832 +87,948 +12%
WIM
71
WealthPlan Investment Management
Nebraska
$20.8M 812,905 +42,188 +5%
PWPS
72
Pinnacle Wealth Planning Services
Ohio
$20.3M 791,983 +18,678 +2%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$20.3M 791,713 +3,873 +0.5%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$19.8M 777,857 +78,021 +11%
Creative Planning
75
Creative Planning
Kansas
$19M 741,627 -22,900 -3%
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3
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