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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 %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$18.8M 735,412 -2,675 -0.4%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$18.2M 710,779 -440,002 -38%
Wells Fargo
78
Wells Fargo
California
$17.7M 692,806 -23,503 -3%
Bank of America
79
Bank of America
North Carolina
$17.4M 680,676 +6,406 +1%
MCC
80
Money Concepts Capital
Florida
$17.2M 670,775 -18,874 -3%
WFS
81
Weitzel Financial Services
Iowa
$16.9M 661,917 +17,893 +3%
SW
82
Simplicity Wealth
New Jersey
$16M 626,788 +482,535 +335%
KCAM
83
Kagan Cocozza Asset Management
New Jersey
$15.7M 615,119 +1,926 +0.3%
BCM
84
Beaumont Capital Management
Massachusetts
$14.8M 577,881 +19,606 +4%
CL
85
Choreo LLC
Illinois
$14.7M 574,164 -182,305 -24%
SA
86
Stewardship Advisors
Pennsylvania
$14.7M 573,602 +2,032 +0.4%
Stifel Financial
87
Stifel Financial
Missouri
$13.4M 524,494 +42,148 +9%
RI
88
Rinkey Investments
California
$13.1M 511,983 -46,163 -8%
CFG
89
Copley Financial Group
California
$12.9M 505,572 -56,004 -10%
GSWM
90
Golden State Wealth Management
California
$12.9M 503,795 -8,014 -2%
ARG
91
Advisory Resource Group
Oklahoma
$12.8M 500,122 +37,431 +8%
RA
92
RFG Advisory
Alabama
$12.4M 485,171 +14,589 +3%
SWM
93
SigFig Wealth Management
California
$12.4M 484,543 +29,850 +7%
HighTower Advisors
94
HighTower Advisors
Illinois
$12.1M 473,977 +82,114 +21%
TFGT
95
TS Financial Group (TSFG)
Illinois
$11.5M 447,927 +7,361 +2%
CRFG
96
Columbia River Financial Group
Washington
$11.4M 447,211 -589 -0.1%
MFG
97
MidWestOne Financial Group
Iowa
$11.2M 436,493 +436,493 New
RIM
98
Rockbridge Investment Management
New York
$11.1M 434,268 +2,903 +0.7%
MGIA
99
Moneta Group Investment Advisors
Missouri
$10.8M 420,478 -2,587 -0.6%
ASW
100
Astoria Strategic Wealth
Texas
$10.5M 411,645 -301 -0.1%
2 3
4
5 6