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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

505 hedge funds and large institutions have $6.42B invested in SPDR Portfolio Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 215 increasing their positions, 192 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+8
Holders Change %
+1.61%
% of All Funds
6.86%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
0.86%
New
51
Increased
215
Reduced
192
Closed
35
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$8K

Top Buyers

1
State Street
1
State Street
Massachusetts
$296M
2
PAG
2
Private Advisor Group
New Jersey
$123M
3
AO
3
Advisor OS
Illinois
$21.4M
4
UF
4
Univest Financial
Pennsylvania
$75.1M
5
ARC
5
Advisor Resource Council
Texas
$18.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$589M
2
SC
2
Syon Capital
California
$33.8M
3
PAS
3
Park Avenue Securities
New York
$0
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$300M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$392K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
176
Total Clarity Wealth Management
Illinois
$4.25M -$47.8K -1,911 -1%
IWN
177
Independent Wealth Network
Iowa
$3.89M -$2.27K -89 -0.1%
SPA
178
Sentinel Pension Advisors
Massachusetts
$3.84M -$577K -22,608 -13%
SW
179
Simplicity Wealth
New Jersey
$3.68M +$3.68M +144,253 New
NI
180
NYL Investors
New York
$3.56M +$56.2K +2,200 +2%
AI
181
Auour Investments
Massachusetts
$3.55M -$81.7K -3,198 -2%
BB
182
Busey Bank
Illinois
$3.33M -$43.9K -1,718 -1%
AWA
183
Aquire Wealth Advisors
Utah
$3.26M -$140K -5,495 -4%
AQR Capital Management
184
AQR Capital Management
Connecticut
$3.25M +$1.53M +60,028 +89%
FAIM
185
Financial Advocates Investment Management
Washington
$3.23M +$1.12M +43,844 +53%
IWC
186
Integrated Wealth Concepts
Massachusetts
$3.18M -$165K -6,467 -5%
DWM
187
Destination Wealth Management
California
$3.14M -$699K -27,355 -18%
TPWA
188
TRUE Private Wealth Advisors
Oregon
$3.07M +$945K +37,009 +45%
AFM
189
Aspetuck Financial Management
Connecticut
$3.04M -$3.19K -125 -0.1%
TA
190
TrueWealth Advisors
Alabama
$3.01M -$941K -36,847 -24%
CA
191
CGN Advisors
Kansas
$2.89M +$215K +8,403 +8%
WCM
192
WealthTrak Capital Management
Virginia
$2.87M +$40.7K +1,593 +1%
GEM
193
Global Endowment Management
North Carolina
$2.8M +$24K +941 +0.9%
CFA
194
Cahill Financial Advisors
Minnesota
$2.76M +$36.1K +1,415 +1%
SWP
195
Stratos Wealth Partners
Ohio
$2.76M +$597K +23,383 +28%
ATPW
196
Ashton Thomas Private Wealth
Arizona
$2.73M -$564K -22,101 -17%
OGF
197
Orin Green Financial
California
$2.71M +$2.71M +107,743 New
RCM
198
Raleigh Capital Management
North Carolina
$2.71M +$403K +15,779 +18%
BIM
199
Breakwater Investment Management
Washington
$2.66M +$13.1K +511 +0.5%
CL
200
CVFG LLC
Indiana
$2.61M +$231K +9,044 +10%
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