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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

526 hedge funds and large institutions have $7.04B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 254 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 31

72% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 148

8% more funds holding

Funds holding: 488 → 526 (+38)

5% more capital invested

Capital invested by funds: $6.7B → $7.04B (+$340M)

0.93% less ownership

Funds ownership: 77.55% → 76.62% (-0.93%)

4% less funds holding in top 10

Funds holding in top 10: 57 → 55 (-2)

Holders
526
Holders Change
+38
Holders Change %
+7.79%
% of All Funds
6.4%
Holding in Top 10
55
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.51%
% of All Funds
0.67%
New
77
Increased
254
Reduced
148
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$105M
2
USAA
United Services Automobile Association
Texas
+$92.1M
3
State Street
State Street
Massachusetts
+$86.8M
4
LPL Financial
LPL Financial
California
+$40M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$38.3M

Top Sellers

1
PAS
Park Avenue Securities
New York
-$41.8M
2
KW
KWB Wealth
California
-$39.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$33.3M
4
MFS
McNamara Financial Services
Massachusetts
-$33M
5
GVAG
Great Valley Advisor Group
Delaware
-$29.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
101
Global Retirement Partners
California
$11.1M +$729K +28,152 +7%
RIM
102
Rockbridge Investment Management
New York
$10.9M -$10.5K -405 -0.1%
TFGT
103
TS Financial Group (TSFG)
Illinois
$10.7M -$1.31M -50,585 -11%
TVAMP
104
Tennessee Valley Asset Management Partners
Tennessee
$10.6M +$959K +37,063 +10%
SW
105
Simplicity Wealth
New Jersey
$10.6M +$1.16M +44,920 +12%
ASW
106
Astoria Strategic Wealth
Texas
$10.4M -$324K -12,531 -3%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$10.1M +$510K +19,694 +5%
GKWIM
108
Gerber Kawasaki Wealth & Investment Management
California
$10.1M +$101K +3,915 +1%
CWM
109
Cornerstone Wealth Management
Missouri
$9.87M +$1.4M +54,021 +16%
UBS Group
110
UBS Group
Switzerland
$9.83M -$289K -11,158 -3%
TCM
111
Towercrest Capital Management
Pennsylvania
$9.81M +$275K +10,633 +3%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$9.57M +$242K +9,344 +3%
HighTower Advisors
113
HighTower Advisors
Illinois
$9.24M +$1.05M +40,411 +13%
EFL
114
ERn Financial LLC
Wisconsin
$9.08M +$871K +33,673 +11%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$9M -$557K -21,541 -6%
CAL
116
Capital Analysts LLC
Pennsylvania
$8.82M +$2.97M +114,954 +50%
AP
117
Appleton Partners
Massachusetts
$8.69M +$560K +21,628 +7%
WAAG
118
Wealth Alliance Advisory Group
Kansas
$8.69M +$700K +27,059 +9%
AWMG
119
Alliance Wealth Management Group
New Jersey
$8.62M +$256K +9,905 +3%
AA
120
ACT Advisors
North Carolina
$8.52M +$70.3K +2,715 +0.8%
TF
121
Tenzing Financial
Virginia
$8.47M +$8.51M +328,880 New
SEIA
122
Signature Estate & Investment Advisors
California
$8.43M -$25.5K -985 -0.3%
NFG
123
Northeast Financial Group
Pennsylvania
$8.42M -$78.9K -3,050 -0.9%
WWA
124
Wealth Watch Advisors
Colorado
$8.19M +$837K +32,325 +11%
VAG
125
VisionPoint Advisory Group
Texas
$8.19M +$119K +4,601 +1%
3 4
5
6 7

SPAB Hedge Fund Activity: Q4 2025 in Review

526 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2025, worth a combined $7.04B — up 5.1% from $6.7B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SPAB positions and 31 closed out — a net gain of 46 holders — while 254 added to existing stakes and 148 trimmed.

The largest buyer was Bank of America, adding an estimated $105M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $41.8M sold.

  • 526 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2025, up from 488 in Q3 2025.
  • Funds reported $7.04B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2025, up 5.1% quarter-over-quarter.
  • 77 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2025 and 31 closed out, a net change of +46 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2025 was Bank of America, an estimated $105M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2025 was Park Avenue Securities, an estimated $41.8M sold.

Based on aggregated 13F filings for Q4 2025.