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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
IWP
151
IAG Wealth Partners
Wisconsin
$5.84M +$370K +14,652 +7%
JCM
152
Jacobi Capital Management
Pennsylvania
$5.84M +$4.21M +166,589 +271%
PCA
153
Prosperity Capital Advisors
Ohio
$5.83M -$3.92M -155,236 -41%
APW
154
Austin Private Wealth
Texas
$5.8M +$5.1M +201,935 +821%
ICMP
155
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.67M +$133K +5,266 +2%
FPWM
156
FSB Premier Wealth Management
Iowa
$5.41M -$59.9K -2,369 -1%
MPW
157
Melone Private Wealth
Michigan
$5.39M -$45K -1,782 -0.8%
ALC
158
Alexander Labrunerie & Co
Missouri
$5.36M -$118K -4,654 -2%
GWM
159
Geneos Wealth Management
Colorado
$5.32M -$6.87M -271,622 -57%
LA
160
Lifeworks Advisors
Michigan
$5.29M -$69.7K -2,759 -1%
AWM
161
AE Wealth Management
Kansas
$5.27M +$363K +14,341 +7%
PA
162
Parallel Advisors
California
$5.26M +$701K +27,747 +16%
HAS
163
HBW Advisory Services
California
$5.16M +$582K +23,036 +13%
FIA
164
Foundations Investment Advisors
Arizona
$5.15M +$24.8K +981 +0.5%
BW
165
Balance Wealth
Ohio
$5.07M -$785K -31,062 -14%
JSL
166
JT Stratford LLC
Georgia
$4.88M -$11K -437 -0.2%
BMD
167
Better Money Decisions
New Mexico
$4.85M +$442K +17,490 +10%
AF
168
Allworth Financial
California
$4.84M -$92.4K -3,655 -2%
MWM
169
McMill Wealth Management
Nebraska
$4.81M -$107K -4,237 -2%
AWM
170
Avior Wealth Management
Nebraska
$4.57M +$62.9K +2,487 +1%
Goldman Sachs
171
Goldman Sachs
New York
$4.33M +$3.12M +123,370 +269%
BCM
172
Barden Capital Management
Texas
$4.31M -$121K -4,806 -3%
AQR Capital Management
173
AQR Capital Management
Connecticut
$4.21M +$940K +37,183 +29%
IWN
174
Independent Wealth Network
Iowa
$3.99M +$86.3K +3,412 +2%
FTA
175
Financial & Tax Architects
Missouri
$3.88M +$2.95M +116,743 +336%

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.