We are live on ! Find out more
SPAB icon

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
US Bancorp
126
US Bancorp
Minnesota
$8.06M -$21.7M -837,003 -73%
PWM
127
Perigon Wealth Management
California
$7.97M +$686K +26,502 +9%
CAG
128
Crestwood Advisors Group
Massachusetts
$7.95M -$336K -12,996 -4%
NS
129
NBC Securities
Alabama
$7.81M +$1.16M +44,835 +17%
FWI
130
Facet Wealth Inc
Maryland
$7.75M -$1.64M -63,322 -17%
VAF
131
Values Added Financial
District of Columbia
$7.64M +$603K +23,314 +9%
IWP
132
IAG Wealth Partners
Wisconsin
$7.57M +$1.01M +39,100 +15%
PFA
133
Pure Financial Advisors
California
$7.49M +$107K +4,129 +1%
SC
134
Savant Capital
Illinois
$7.46M -$495K -19,116 -6%
DC
135
Destiny Capital
Colorado
$7.45M -$199K -7,677 -3%
BCI
136
Brinker Capital Investments
Pennsylvania
$7.23M +$174K +6,719 +2%
WIA
137
World Investment Advisors
California
$7.2M +$1.44M +55,746 +25%
JCM
138
Jacobi Capital Management
Pennsylvania
$7.17M -$5.83M -225,293 -45%
CWM
139
CIBC World Markets
New York
$7.14M +$7.17M +277,114 New
UCFA
140
United Capital Financial Advisors
Texas
$7.1M -$1.33M -51,373 -16%
IAN
141
Integrated Advisors Network
Texas
$7.04M -$5.62K -217 -0.1%
EIA
142
Eldridge Investment Advisors
New Hampshire
$6.65M +$728K +28,115 +12%
KW
143
KWB Wealth
California
$6.58M -$39.2M -1,514,732 -86%
ZF
144
Zhang Financial
Michigan
$6.48M -$208K -8,043 -3%
PFG
145
PAX Financial Group
Texas
$6.48M -$1.2M -46,290 -16%
MPW
146
Melone Private Wealth
Michigan
$6.46M +$1.23M +47,577 +23%
AFS
147
Amtrust Financial Services
New York
$6.45M – – –
Ameriprise
148
Ameriprise
Minnesota
$6.23M -$1.08M -41,651 -15%
VC
149
Vicus Capital
Pennsylvania
$6.19M +$2.77M +107,125 +80%
Truist Financial
150
Truist Financial
North Carolina
$5.98M -$366K -14,152 -6%
4 5
6
7 8

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.