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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 %
HIIFS
201
Harel Insurance Investments & Financial Services
Israel
$2.6M +$66.1K +2,588 +3%
RCWM
202
Red Crane Wealth Management
California
$2.52M -$67.3K -2,634 -3%
BFA
203
Brown Financial Advisors
Ohio
$2.49M -$239K -9,358 -9%
IA
204
IFP Advisors
Florida
$2.49M +$165K +6,453 +7%
Comerica Bank
205
Comerica Bank
Texas
$2.41M -$85.9K -3,364 -3%
SFS
206
Sowell Financial Services
Arkansas
$2.41M +$108K +4,215 +5%
CFGF
207
Compass Financial Group (Florida)
Florida
$2.4M -$46.9K -1,835 -2%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$2.31M +$167K +6,552 +8%
TWP
209
Tempus Wealth Planning
California
$2.29M -$222K -8,689 -9%
MFG
210
Merit Financial Group
Georgia
$2.24M -$1.14M -44,722 -34%
FA
211
Fermata Advisors
California
$2.23M +$166K +6,495 +8%
RPSA
212
Richard P. Slaughter Associates
Texas
$2.18M +$1.63M +63,953 +301%
LSL
213
Legacy Solutions LLC
Pennsylvania
$2.15M +$56K +2,191 +3%
PWG
214
Private Wealth Group
Florida
$2.14M -$154K -6,041 -7%
PIFP
215
Partners in Financial Planning
Virginia
$2.09M -$291K -11,380 -12%
SCM
216
Steele Capital Management
Iowa
$2.04M +$519K +20,321 +34%
T. Rowe Price Associates
217
T. Rowe Price Associates
Maryland
$2.04M +$2.04M +79,650 New
SAM
218
Smartleaf Asset Management
Massachusetts
$2.01M +$84.1K +3,301 +4%
PFA
219
Pinnacle Family Advisors
Missouri
$2M -$96.5K -3,780 -5%
AWG
220
Altus Wealth Group
Colorado
$1.98M -$88.3K -3,456 -4%
PWP
221
Precedent Wealth Partners
Texas
$1.96M -$202K -7,912 -9%
Citigroup
222
Citigroup
New York
$1.93M -$1.44M -56,372 -43%
MWM
223
Meridian Wealth Management
Kentucky
$1.9M +$116K +4,526 +6%
EGA
224
E&G Advisors
Texas
$1.89M -$13.8K -540 -0.7%
ML
225
McAdam LLC
Pennsylvania
$1.88M -$335K -13,111 -15%
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