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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 %
OFS
101
OneAscent Financial Services
Alabama
$9.91M 387,456 -9,813 -2%
GRP
102
Global Retirement Partners
California
$9.87M 385,454 +385,454 New
GKWIM
103
Gerber Kawasaki Wealth & Investment Management
California
$9.86M 385,344 -20,049 -5%
LFG
104
Larson Financial Group
Missouri
$9.67M 377,793 -108,286 -22%
FWI
105
Facet Wealth Inc
Maryland
$9.56M 375,907 -11,287 -3%
CWM
106
Cahaba Wealth Management
Georgia
$8.99M 351,125 -7,434 -2%
RWS
107
Rochester Wealth Strategies
Michigan
$8.98M 350,915 -75,489 -18%
TCM
108
Towercrest Capital Management
Pennsylvania
$8.93M 348,639 -11,775 -3%
CF
109
Cyr Financial
Illinois
$8.91M 348,150 +31,623 +10%
Jane Street
110
Jane Street
New York
$8.9M 347,767 -487,733 -58%
VAG
111
VisionPoint Advisory Group
Texas
$8.84M 345,144 +15,257 +5%
SFS
112
Security Financial Services
Indiana
$8.77M 342,644 +1,037 +0.3%
TVAMP
113
Tennessee Valley Asset Management Partners
Tennessee
$8.75M 341,628 +11,282 +3%
CAG
114
Crestwood Advisors Group
Massachusetts
$8.64M 337,417 -19,206 -5%
Truist Financial
115
Truist Financial
North Carolina
$8.61M 336,417 +57,441 +21%
UCFA
116
United Capital Financial Advisors
Texas
$8.41M 328,510 -29,892 -8%
NFG
117
Northeast Financial Group
Pennsylvania
$8.34M 325,786 +4,007 +1%
SEIA
118
Signature Estate & Investment Advisors
California
$8.32M 325,069 -3,947 -1%
SC
119
Savant Capital
Illinois
$8.32M 324,853 -27,610 -8%
DC
120
Destiny Capital
Colorado
$8.02M 313,152 -2,041 -0.6%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$7.92M 309,499 +9,769 +3%
GWP
122
Gateway Wealth Partners
Wisconsin
$7.92M 309,269 +25,262 +9%
AWMG
123
Alliance Wealth Management Group
New Jersey
$7.84M 306,194 -10,813 -3%
WAAG
124
Wealth Alliance Advisory Group
Kansas
$7.83M 305,968 -117 -0%
AP
125
Appleton Partners
Massachusetts
$7.79M 304,336 +12,532 +4%
3 4
5
6 7