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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
LFG
151
Larson Financial Group
Missouri
$5.89M -$569K -21,967 -9%
IFG
152
Independent Financial Group
California
$5.81M +$2.22M +85,758 +61%
GWM
153
Geneos Wealth Management
Colorado
$5.76M +$290K +11,188 +5%
CAC
154
Certified Advisory Corp
Florida
$5.75M +$36.8K +1,421 +0.6%
LCM
155
Lunt Capital Management
Utah
$5.68M -$141K -5,439 -2%
HAS
156
HBW Advisory Services
California
$5.51M -$162K -6,248 -3%
RI
157
Rinkey Investments
California
$5.5M -$6.97M -269,130 -56%
FPWM
158
FSB Premier Wealth Management
Iowa
$5.49M +$74.2K +2,867 +1%
PA
159
Parallel Advisors
California
$5.33M +$253K +9,793 +5%
LA
160
Lifeworks Advisors
Michigan
$5.3M +$2.43K +94 +0%
ALC
161
Alexander Labrunerie & Co
Missouri
$5.22M -$147K -5,699 -3%
TCWM
162
Total Clarity Wealth Management
Illinois
$5.11M -$1.82M -70,235 -26%
PCA
163
Prosperity Capital Advisors
Ohio
$5.05M +$2.41M +93,213 +91%
KAS
164
Kestra Advisory Services
Texas
$4.98M +$226K +8,740 +5%
AWM
165
AE Wealth Management
Kansas
$4.92M +$20K +772 +0.4%
IWN
166
Independent Wealth Network
Iowa
$4.88M +$421K +16,281 +9%
BCM
167
Barden Capital Management
Texas
$4.83M +$525K +20,274 +12%
MWM
168
McMill Wealth Management
Nebraska
$4.7M -$136K -5,242 -3%
AWM
169
Avior Wealth Management
Nebraska
$4.59M -$33.6K -1,300 -0.7%
TPWA
170
TRUE Private Wealth Advisors
Oregon
$4.46M +$658K +25,419 +17%
AF
171
Allworth Financial
California
$4.46M -$171K -6,600 -4%
Envestnet Portfolio Solutions
172
Envestnet Portfolio Solutions
Illinois
$4.45M +$3.45M +133,257 +338%
CIA
173
Concurrent Investment Advisors
Florida
$4.19M +$4.01M +154,900 +1,956%
CFD
174
Creative Financial Designs
Indiana
$4.18M +$391K +15,107 +10%
Bank of New York Mellon
175
Bank of New York Mellon
New York
$4.08M +$1.54M +59,689 +60%
5 6
7
8 9

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.