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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
ASW
101
Astoria Strategic Wealth
Texas
$10.5M -$7.61K -301 -0.1%
OFS
102
OneAscent Financial Services
Alabama
$9.91M -$248K -9,813 -2%
GRP
103
Global Retirement Partners
California
$9.87M +$9.74M +385,454 New
GKWIM
104
Gerber Kawasaki Wealth & Investment Management
California
$9.86M -$507K -20,049 -5%
LFG
105
Larson Financial Group
Missouri
$9.67M -$2.74M -108,286 -22%
FWI
106
Facet Wealth Inc
Maryland
$9.56M -$285K -11,287 -3%
CWM
107
Cahaba Wealth Management
Georgia
$8.99M -$188K -7,434 -2%
RWS
108
Rochester Wealth Strategies
Michigan
$8.98M -$1.91M -75,489 -18%
TCM
109
Towercrest Capital Management
Pennsylvania
$8.93M -$298K -11,775 -3%
CF
110
Cyr Financial
Illinois
$8.91M +$799K +31,623 +10%
Jane Street
111
Jane Street
New York
$8.9M -$12.3M -487,733 -58%
VAG
112
VisionPoint Advisory Group
Texas
$8.84M +$386K +15,257 +5%
SFS
113
Security Financial Services
Indiana
$8.77M +$26.2K +1,037 +0.3%
TVAMP
114
Tennessee Valley Asset Management Partners
Tennessee
$8.75M +$285K +11,282 +3%
CAG
115
Crestwood Advisors Group
Massachusetts
$8.64M -$486K -19,206 -5%
Truist Financial
116
Truist Financial
North Carolina
$8.61M +$1.45M +57,441 +21%
UCFA
117
United Capital Financial Advisors
Texas
$8.41M -$756K -29,892 -8%
NFG
118
Northeast Financial Group
Pennsylvania
$8.34M +$101K +4,007 +1%
SEIA
119
Signature Estate & Investment Advisors
California
$8.32M -$99.8K -3,947 -1%
SC
120
Savant Capital
Illinois
$8.3M -$600K -23,737 -7%
DC
121
Destiny Capital
Colorado
$8.02M -$51.6K -2,041 -0.6%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$7.92M +$247K +9,769 +3%
GWP
123
Gateway Wealth Partners
Wisconsin
$7.92M +$639K +25,262 +9%
AWMG
124
Alliance Wealth Management Group
New Jersey
$7.84M -$273K -10,813 -3%
WAAG
125
Wealth Alliance Advisory Group
Kansas
$7.83M -$2.96K -117 -0%

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.