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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

505 hedge funds and large institutions have $6.42B invested in SPDR Portfolio Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 215 increasing their positions, 192 reducing their positions, and 35 closing their positions.

Holders
505
Holders Change
+8
Holders Change %
+1.61%
% of All Funds
6.86%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
0.86%
New
51
Increased
215
Reduced
192
Closed
35
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$8K

Top Buyers

1
State Street
1
State Street
Massachusetts
$296M
2
PAG
2
Private Advisor Group
New Jersey
$123M
3
AO
3
Advisor OS
Illinois
$21.4M
4
UF
4
Univest Financial
Pennsylvania
$75.1M
5
ARC
5
Advisor Resource Council
Texas
$18.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$589M
2
SC
2
Syon Capital
California
$33.8M
3
PAS
3
Park Avenue Securities
New York
$0
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$300M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$392K
Name Market Value Shares Shares
Change 		Shares
Change %
T
51
TrueFG
Texas
$27.1M 1,060,687 +26,404 +3%
MD
52
Money Design
Japan
$26.7M 1,045,331 -40,397 -4%
LPAM
53
Lodestar Private Asset Management
California
$26.2M 1,024,752 +8,040 +0.8%
B
54
Bensler
Washington
$25.8M 1,011,458 -58,834 -5%
CIC
55
Cutler Investment Counsel
Oregon
$25.1M 983,955 +134,889 +16%
AWA
56
Arete Wealth Advisors
Illinois
$24.5M 960,743 +95,364 +11%
OIA
57
OneDigital Investment Advisors
Kansas
$24.4M 953,639 -99,962 -9%
BA
58
Bristlecone Advisors
Washington
$23.7M 926,699 -58,795 -6%
RWM
59
Reston Wealth Management
Virginia
$23.6M 922,781 -164,199 -15%
UBS Group
60
UBS Group
Switzerland
$23.4M 915,790 +642,670 +235%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$23.3M 911,799 +51,457 +6%
AP
62
Americana Partners
Texas
$22.9M 897,226 +291,699 +48%
AA
63
Advisory Alpha
Michigan
$22.3M 874,806 +32,891 +4%
WFPG
64
Waller Financial Planning Group
Ohio
$22M 862,627 -64,652 -7%
BS
65
Banco Santander
Spain
$21.9M 858,673 +2,105 +0.2%
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$21.5M 841,252 -5,256 -0.6%
AO
67
Advisor OS
Illinois
$21.4M 839,416 +828,830 +7,829%
Jane Street
68
Jane Street
New York
$21.3M 835,500 +543,447 +186%
APC
69
Aspire Private Capital
North Carolina
$20.8M 813,310 +234,921 +41%
LEFP
70
Leading Edge Financial Planning
Tennessee
$20.7M 810,132 +32,505 +4%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$20.3M 796,659 +40,793 +5%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$20.1M 787,840 +49,286 +7%
PWPS
73
Pinnacle Wealth Planning Services
Ohio
$19.8M 773,305 +40,010 +5%
WIM
74
WealthPlan Investment Management
Nebraska
$19.7M 770,717 +21,024 +3%
Creative Planning
75
Creative Planning
Kansas
$19.5M 764,527 +78,790 +11%
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