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State Street SPDR Portfolio Aggregate Bond ETF

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: 6366 (+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: 510505 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CF
51
Convergence Financial
Missouri
$28.8M +$98.5K +3,895 +0.3%
APC
52
Aspire Private Capital
North Carolina
$28.5M +$7.61M +300,993 +37%
CCFM
53
Clear Creek Financial Management
Washington
$28.1M -$3.01M -119,211 -10%
MD
54
Money Design
Japan
$28.1M +$1.31M +51,742 +5%
AWA
55
Arete Wealth Advisors
Illinois
$27.8M +$3.16M +124,810 +13%
Mariner
56
Mariner
Kansas
$27.7M -$9.75M -385,508 -26%
T
57
TrueFG
Texas
$27.4M +$249K +9,844 +0.9%
LPAM
58
Lodestar Private Asset Management
California
$27.1M +$821K +32,491 +3%
UBS Group
59
UBS Group
Switzerland
$26.9M +$3.4M +134,506 +15%
IWM
60
IHT Wealth Management
Illinois
$26.5M -$2.16M -85,619 -8%
CIC
61
Cutler Investment Counsel
Oregon
$26.2M +$950K +37,573 +4%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$25.4M +$4.9M +193,847 +24%
AP
63
Americana Partners
Texas
$24.6M +$1.63M +64,335 +7%
RWM
64
Reston Wealth Management
Virginia
$23.8M +$197K +7,801 +0.8%
AA
65
Advisory Alpha
Michigan
$23.3M +$912K +36,091 +4%
BA
66
Bristlecone Advisors
Washington
$23.2M -$550K -21,752 -2%
WFPG
67
Waller Financial Planning Group
Ohio
$22.4M +$360K +14,232 +2%
B
68
Bensler
Washington
$22.4M -$3.5M -138,391 -14%
LEFP
69
Leading Edge Financial Planning
Tennessee
$21.6M +$828K +32,742 +4%
AC
70
Apella Capital
Connecticut
$21.2M +$8.28M +327,649 +64%
MML Investors Services
71
MML Investors Services
Massachusetts
$20.9M +$2.22M +87,948 +12%
WIM
72
WealthPlan Investment Management
Nebraska
$20.8M +$1.07M +42,188 +5%
PWPS
73
Pinnacle Wealth Planning Services
Ohio
$20.3M +$472K +18,678 +2%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$20.3M +$97.9K +3,873 +0.5%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$19.8M +$1.97M +78,021 +11%

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.