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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 %
BNP Paribas Financial Markets
176
BNP Paribas Financial Markets
France
$3.51M -$10M -391,493 -74%
TC
177
TownSquare Capital
Utah
$3.51M -$11.9M -464,215 -77%
SHJ
178
Sharkey, Howes & Javer
Colorado
$3.49M +$2.85M +111,315 +444%
BOC
179
Bull Oak Capital
California
$3.49M -$1.42M -55,522 -29%
NI
180
NYL Investors
New York
$3.46M -$108K -4,212 -3%
LWMI
181
Landmark Wealth Management (Illinois)
Illinois
$3.35M +$3.12M +121,892 +1,383%
BB
182
Busey Bank
Illinois
$3.32M -$17.2K -671 -0.5%
WIA
183
World Investment Advisors
California
$3.31M +$2.07M +80,787 +167%
IA
184
IFP Advisors
Florida
$3.24M +$749K +29,258 +30%
AWA
185
Aquire Wealth Advisors
Utah
$3.22M -$50.2K -1,961 -2%
DWM
186
Destination Wealth Management
California
$3.11M -$41.1K -1,607 -1%
MFG
187
Merit Financial Group
Georgia
$3.09M +$844K +32,958 +38%
AFM
188
Aspetuck Financial Management
Connecticut
$3.05M – – –
Empower Advisory Group
189
Empower Advisory Group
Colorado
$3.01M +$1.54M +60,010 +105%
FAIM
190
Financial Advocates Investment Management
Washington
$2.98M -$250K -9,777 -8%
IWC
191
Integrated Wealth Concepts
Massachusetts
$2.97M -$217K -8,478 -7%
AI
192
Auour Investments
Massachusetts
$2.97M -$589K -22,994 -17%
AWM
193
Axxcess Wealth Management
California
$2.95M +$1.73M +67,479 +141%
CA
194
CGN Advisors
Kansas
$2.92M +$16.9K +660 +0.6%
GEM
195
Global Endowment Management
North Carolina
$2.91M +$105K +4,093 +4%
CFA
196
Cahill Financial Advisors
Minnesota
$2.89M +$115K +4,508 +4%
SWP
197
Stratos Wealth Partners
Ohio
$2.84M +$69.5K +2,716 +3%
CL
198
CVFG LLC
Indiana
$2.83M +$213K +8,336 +8%
WCM
199
WealthTrak Capital Management
Virginia
$2.76M -$111K -4,337 -4%
TA
200
TrueWealth Advisors
Alabama
$2.76M -$258K -10,068 -9%
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