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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
Creative Planning
76
Creative Planning
Kansas
$19M -$579K -22,900 -3%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$18.8M -$67.6K -2,675 -0.4%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$18.2M -$11.1M -440,002 -38%
Wells Fargo
79
Wells Fargo
California
$17.7M -$594K -23,503 -3%
Bank of America
80
Bank of America
North Carolina
$17.4M +$162K +6,406 +1%
MCC
81
Money Concepts Capital
Florida
$17.2M -$477K -18,874 -3%
WFS
82
Weitzel Financial Services
Iowa
$16.9M +$452K +17,893 +3%
SW
83
Simplicity Wealth
New Jersey
$16M +$12.2M +482,535 +335%
KCAM
84
Kagan Cocozza Asset Management
New Jersey
$15.7M +$48.7K +1,926 +0.3%
BCM
85
Beaumont Capital Management
Massachusetts
$14.8M +$496K +19,606 +4%
CL
86
Choreo LLC
Illinois
$14.7M -$4.61M -182,305 -24%
SA
87
Stewardship Advisors
Pennsylvania
$14.7M +$51.4K +2,032 +0.4%
Stifel Financial
88
Stifel Financial
Missouri
$13.4M +$1.07M +42,148 +9%
RI
89
Rinkey Investments
California
$13.1M -$1.17M -46,163 -8%
CFG
90
Copley Financial Group
California
$12.9M -$1.42M -56,004 -10%
GSWM
91
Golden State Wealth Management
California
$12.9M -$203K -8,014 -2%
ARG
92
Advisory Resource Group
Oklahoma
$12.8M +$946K +37,431 +8%
RA
93
RFG Advisory
Alabama
$12.4M +$369K +14,589 +3%
SWM
94
SigFig Wealth Management
California
$12.4M +$755K +29,850 +7%
HighTower Advisors
95
HighTower Advisors
Illinois
$12.1M +$2.08M +82,114 +21%
TFGT
96
TS Financial Group (TSFG)
Illinois
$11.5M +$186K +7,361 +2%
CRFG
97
Columbia River Financial Group
Washington
$11.4M -$14.9K -589 -0.1%
MFG
98
MidWestOne Financial Group
Iowa
$11.2M +$11M +436,493 New
RIM
99
Rockbridge Investment Management
New York
$11.1M +$73.4K +2,903 +0.7%
MGIA
100
Moneta Group Investment Advisors
Missouri
$10.8M -$65.4K -2,587 -0.6%

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.