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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
WCM
201
WealthTrak Capital Management
Virginia
$2.76M -$110K -4,337 -4%
TA
202
TrueWealth Advisors
Alabama
$2.76M -$255K -10,068 -9%
OGF
203
Orin Green Financial
California
$2.74M -$22.8K -900 -0.8%
IFG
204
Independent Financial Group
California
$2.7M +$549K +21,723 +26%
HIIFS
205
Harel Insurance Investments & Financial Services
Israel
$2.65M +$46.5K +1,840 +2%
CFD
206
Creative Financial Designs
Indiana
$2.64M +$1.03M +40,887 +66%
PIFP
207
Partners in Financial Planning
Virginia
$2.56M +$458K +18,102 +22%
Commonwealth Equity Services
208
Commonwealth Equity Services
Massachusetts
$2.47M -$4.69M -185,538 -66%
CFGF
209
Compass Financial Group (Florida)
Florida
$2.4M -$6.04K -239 -0.3%
SFS
210
Sowell Financial Services
Arkansas
$2.39M -$23.1K -915 -1%
Comerica Bank
211
Comerica Bank
Texas
$2.37M -$46.1K -1,822 -2%
BFA
212
Brown Financial Advisors
Ohio
$2.36M -$134K -5,284 -5%
TWP
213
Tempus Wealth Planning
California
$2.34M +$42K +1,661 +2%
VAS
214
Vestmark Advisory Solutions
Massachusetts
$2.3M +$2.27M +89,943 New
CAL
215
Capital Analysts LLC
Pennsylvania
$2.28M +$1.2M +47,313 +113%
ATPW
216
Ashton Thomas Private Wealth
Arizona
$2.25M -$479K -18,936 -18%
FHA
217
Flagship Harbor Advisors
Massachusetts
$2.25M -$7.17M -283,818 -76%
BFA
218
Brown Financial Advisory
Alabama
$2.23M +$1.8M +71,394 +453%
HWP
219
Hibernia Wealth Partners
Louisiana
$2.21M +$1.04M +41,058 +91%
IPWA
220
International Private Wealth Advisors
California
$2.16M +$508K +20,107 +31%
SCM
221
Steele Capital Management
Iowa
$2.16M +$109K +4,330 +5%
PWP
222
Precedent Wealth Partners
Texas
$2.16M +$188K +7,443 +10%
FA
223
Fermata Advisors
California
$2.16M -$76.4K -3,021 -3%
LSL
224
Legacy Solutions LLC
Pennsylvania
$2.15M +$51 +2 +0%
RPSA
225
Richard P. Slaughter Associates
Texas
$2.13M -$49.4K -1,954 -2%

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.