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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 %
CWM
126
Cornerstone Wealth Management
Missouri
$7.75M 302,724 +30,678 +11%
Bank of Nova Scotia
127
Bank of Nova Scotia
Ontario, Canada
$7.68M 300,000 +300,000 New
AA
128
ACT Advisors
North Carolina
$7.65M 298,843 +2,820 +1%
PFG
129
PAX Financial Group
Texas
$7.64M 298,628 -35,524 -11%
BWA
130
Burt Wealth Advisors
Maryland
$7.4M 289,174 -3,062 -1%
EIA
131
Eldridge Investment Advisors
New Hampshire
$7.4M 289,946 -17,226 -6%
PFA
132
Pure Financial Advisors
California
$7.3M 285,217 -443 -0.2%
PWM
133
Perigon Wealth Management
California
$7.26M 283,754 +26,386 +10%
BCI
134
Brinker Capital Investments
Pennsylvania
$7.06M 275,591 +82,373 +43%
IAN
135
Integrated Advisors Network
Texas
$6.99M 272,936 -17,377 -6%
VAF
136
Values Added Financial
District of Columbia
$6.77M 264,621 -52,395 -17%
CAC
137
Certified Advisory Corp
Florida
$6.72M 262,413 +12,051 +5%
CWM
138
CIBC World Markets
New York
$6.71M 262,018 +2,090 +0.8%
Ameriprise
139
Ameriprise
Minnesota
$6.69M 261,175 -46,436 -15%
RCM
140
Raleigh Capital Management
North Carolina
$6.61M 258,307 +152,388 +144%
AFS
141
Amtrust Financial Services
New York
$6.42M 250,600 – –
TCWM
142
Total Clarity Wealth Management
Illinois
$6.39M 249,732 +79,551 +47%
AAS
143
Avantax Advisory Services
Texas
$6.3M 245,931 +3,003 +1%
EFL
144
ERn Financial LLC
Wisconsin
$6.25M 244,099 +4,608 +2%
ZF
145
Zhang Financial
Michigan
$6.09M 237,976 +18,308 +8%
WWA
146
Wealth Watch Advisors
Colorado
$6.08M 237,555 +211,324 +806%
NS
147
NBC Securities
Alabama
$6.08M 237,344 +167,904 +242%
LCM
148
Lunt Capital Management
Utah
$5.97M 233,012 +70 +0%
AWS
149
Atria Wealth Solutions
New York
$5.9M 230,314 +58,290 +34%
IWP
150
IAG Wealth Partners
Wisconsin
$5.84M 228,120 +14,652 +7%
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