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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

498 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 37 funds opening new positions, 226 increasing their positions, 189 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-7
Holders Change %
-1.39%
% of All Funds
6.68%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
0.89%
New
37
Increased
226
Reduced
189
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
State Street
Massachusetts
$605M
2
PAS
Park Avenue Securities
New York
$44.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$437M
4
AssetMark Inc
AssetMark Inc
California
$61.1M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$323M

Top Sellers

1
LPL Financial
LPL Financial
California
$567M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$1.49M
3
AO
Advisor OS
Illinois
$435K
4
ARC
Advisor Resource Council
Texas
$476K
5
NEWAS
N.E.W. Advisory Services
Wisconsin
$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Cornerstone Wealth Management
Missouri
$7.75M +$785K +30,678 +11%
Bank of Nova Scotia
127
Bank of Nova Scotia
Ontario, Canada
$7.68M +$7.68M +300,000 New
AA
128
ACT Advisors
North Carolina
$7.65M +$72.2K +2,820 +1%
PFG
129
PAX Financial Group
Texas
$7.64M -$909K -35,524 -11%
BWA
130
Burt Wealth Advisors
Maryland
$7.4M -$78.4K -3,062 -1%
EIA
131
Eldridge Investment Advisors
New Hampshire
$7.4M -$440K -17,226 -6%
PFA
132
Pure Financial Advisors
California
$7.3M -$11.3K -443 -0.2%
PWM
133
Perigon Wealth Management
California
$7.26M +$675K +26,386 +10%
BCI
134
Brinker Capital Investments
Pennsylvania
$7.06M +$2.11M +82,373 +43%
IAN
135
Integrated Advisors Network
Texas
$6.99M -$445K -17,377 -6%
VAF
136
Values Added Financial
District of Columbia
$6.77M -$1.34M -52,395 -17%
CAC
137
Certified Advisory Corp
Florida
$6.72M +$309K +12,051 +5%
CWM
138
CIBC World Markets
New York
$6.71M +$53.5K +2,090 +0.8%
Ameriprise
139
Ameriprise
Minnesota
$6.69M -$1.19M -46,436 -15%
RCM
140
Raleigh Capital Management
North Carolina
$6.61M +$3.9M +152,388 +144%
AFS
141
Amtrust Financial Services
New York
$6.42M – – –
TCWM
142
Total Clarity Wealth Management
Illinois
$6.39M +$2.04M +79,551 +47%
AAS
143
Avantax Advisory Services
Texas
$6.3M +$76.9K +3,003 +1%
EFL
144
ERn Financial LLC
Wisconsin
$6.25M +$118K +4,608 +2%
ZF
145
Zhang Financial
Michigan
$6.09M +$469K +18,308 +8%
WWA
146
Wealth Watch Advisors
Colorado
$6.08M +$5.41M +211,324 +806%
NS
147
NBC Securities
Alabama
$6.08M +$4.3M +167,904 +242%
LCM
148
Lunt Capital Management
Utah
$5.97M +$1.79K +70 +0%
AWS
149
Atria Wealth Solutions
New York
$5.9M +$1.49M +58,290 +34%
IWP
150
IAG Wealth Partners
Wisconsin
$5.84M +$375K +14,652 +7%
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