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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
AP
126
Appleton Partners
Massachusetts
$7.79M +$317K +12,532 +4%
CWM
127
Cornerstone Wealth Management
Missouri
$7.75M +$776K +30,678 +11%
Bank of Nova Scotia
128
Bank of Nova Scotia
Ontario, Canada
$7.68M +$7.58M +300,000 New
AA
129
ACT Advisors
North Carolina
$7.65M +$71.3K +2,820 +1%
PFG
130
PAX Financial Group
Texas
$7.64M -$898K -35,524 -11%
BWA
131
Burt Wealth Advisors
Maryland
$7.4M -$77.4K -3,062 -1%
EIA
132
Eldridge Investment Advisors
New Hampshire
$7.4M -$435K -17,226 -6%
PFA
133
Pure Financial Advisors
California
$7.3M -$11.2K -443 -0.2%
PWM
134
Perigon Wealth Management
California
$7.26M +$667K +26,386 +10%
BCI
135
Brinker Capital Investments
Pennsylvania
$7.06M +$2.08M +82,373 +43%
IAN
136
Integrated Advisors Network
Texas
$6.99M -$439K -17,377 -6%
VAF
137
Values Added Financial
District of Columbia
$6.77M -$1.32M -52,395 -17%
CAC
138
Certified Advisory Corp
Florida
$6.72M +$305K +12,051 +5%
CWM
139
CIBC World Markets
New York
$6.71M +$52.8K +2,090 +0.8%
Ameriprise
140
Ameriprise
Minnesota
$6.69M -$1.17M -46,436 -15%
RCM
141
Raleigh Capital Management
North Carolina
$6.61M +$3.85M +152,388 +144%
AFS
142
Amtrust Financial Services
New York
$6.42M
TCWM
143
Total Clarity Wealth Management
Illinois
$6.39M +$2.01M +79,551 +47%
AAS
144
Avantax Advisory Services
Texas
$6.3M +$75.9K +3,003 +1%
EFL
145
ERn Financial LLC
Wisconsin
$6.25M +$116K +4,608 +2%
ZF
146
Zhang Financial
Michigan
$6.09M +$463K +18,308 +8%
WWA
147
Wealth Watch Advisors
Colorado
$6.08M +$5.34M +211,324 +806%
NS
148
NBC Securities
Alabama
$6.08M +$4.24M +167,904 +242%
LCM
149
Lunt Capital Management
Utah
$5.97M +$1.77K +70 +0%
AWS
150
Atria Wealth Solutions
New York
$5.9M +$1.47M +58,290 +34%

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.