SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

505 hedge funds and large institutions have $6.42B invested in SPDR Portfolio Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 215 increasing their positions, 192 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+8
Holders Change %
+1.61%
% of All Funds
6.86%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
0.86%
New
51
Increased
215
Reduced
192
Closed
35
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$8K

Top Buyers

1
State Street
State Street
Massachusetts
$296M
2
PAG
Private Advisor Group
New Jersey
$123M
3
AO
Advisor OS
Illinois
$21.4M
4
UF
Univest Financial
Pennsylvania
$75.1M
5
ARC
Advisor Resource Council
Texas
$18.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$589M
2
SC
Syon Capital
California
$33.8M
3
PAS
Park Avenue Securities
New York
$0
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$300M
5
HWA
Heartwood Wealth Advisors
Virginia
$392K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
126
Alliance Wealth Management Group
New Jersey
$8.1M +$235K +9,220 +3%
CF
127
Cyr Financial
Illinois
$8.08M +$263K +10,292 +3%
DC
128
Destiny Capital
Colorado
$8.05M -$1.34M -52,480 -14%
Ameriprise
129
Ameriprise
Minnesota
$7.84M +$3.58M +140,318 +84%
EIA
130
Eldridge Investment Advisors
New Hampshire
$7.82M -$789K -31,005 -9%
WAAG
131
Wealth Alliance Advisory Group
Kansas
$7.82M +$1.3M +51,091 +20%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$7.66M -$357K -13,992 -4%
AA
133
ACT Advisors
North Carolina
$7.56M +$7.56M +296,023 New
BWA
134
Burt Wealth Advisors
Maryland
$7.46M -$386K -15,105 -5%
AP
135
Appleton Partners
Massachusetts
$7.45M +$394K +15,445 +6%
IAN
136
Integrated Advisors Network
Texas
$7.41M -$293K -11,476 -4%
PFA
137
Pure Financial Advisors
California
$7.3M -$41K -1,604 -0.6%
GWP
138
Gateway Wealth Partners
Wisconsin
$7.25M +$250K +9,769 +4%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$7.2M -$453K -17,725 -6%
Truist Financial
140
Truist Financial
North Carolina
$7.13M -$507K -19,833 -7%
CWM
141
Cornerstone Wealth Management
Missouri
$6.95M +$494K +19,347 +8%
CWM
142
CIBC World Markets
New York
$6.64M -$37.5K -1,467 -0.6%
PWM
143
Perigon Wealth Management
California
$6.57M +$1.25M +48,957 +23%
AFS
144
Amtrust Financial Services
New York
$6.4M – – –
CAC
145
Certified Advisory Corp
Florida
$6.39M +$171K +6,679 +3%
AAS
146
Avantax Advisory Services
Texas
$6.2M +$605K +23,675 +11%
EFL
147
ERn Financial LLC
Wisconsin
$6.12M +$271K +10,613 +5%
LCM
148
Lunt Capital Management
Utah
$5.95M +$130K +5,085 +2%
BW
149
Balance Wealth
Ohio
$5.85M +$5.85M +229,009 New
ZF
150
Zhang Financial
Michigan
$5.61M +$658K +25,763 +13%
4 5
6
7 8