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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$589M 23,043,191 -2,640,999 -10%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$407M 15,955,089 -373,060 -2%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$300M 11,745,372 -1,075,695 -8%
State Street
4
State Street
Massachusetts
$296M 11,602,702 +1,415,138 +14%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$291M 11,375,617 +428,187 +4%
Cerity Partners
6
Cerity Partners
New York
$254M 9,959,641 +565,051 +6%
RIG
7
RiverFront Investment Group
Virginia
$198M 7,764,062 +353,884 +5%
PAG
8
Private Advisor Group
New Jersey
$123M 4,819,951 +982,629 +26%
GI
9
Gradient Investments
Minnesota
$104M 4,070,096 -280,971 -6%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$96M 3,760,641 -834,978 -18%
Osaic Holdings
11
Osaic Holdings
Arizona
$95M 3,720,630 -388,300 -9%
WCWM
12
Willow Creek Wealth Management
California
$91.3M 3,576,418 +96,577 +3%
TFA
13
Tobias Financial Advisors
Florida
$84.3M 3,299,115 +165,731 +5%
RA
14
Rational Advisors
New York
$78.8M 3,086,790 -304,234 -9%
UF
15
Univest Financial
Pennsylvania
$75.1M 2,940,400 +721,570 +33%
BAAM
16
Baker Avenue Asset Management
California
$74.5M 2,917,473 +66,865 +2%
GLA
17
Good Life Advisors
Pennsylvania
$71M 2,780,233 +44,679 +2%
Raymond James Financial
18
Raymond James Financial
Florida
$70.4M 2,755,505 +14,143 +0.5%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$65.3M 2,557,686 +37,399 +1%
EH
20
Equitable Holdings
New York
$62.6M 2,449,210 -358,870 -13%
KW
21
KWB Wealth
California
$61.3M 2,451,771 -54,218 -2%
GVAG
22
Great Valley Advisor Group
Delaware
$60M 2,349,674 +250,030 +12%
NEWAS
23
N.E.W. Advisory Services
Wisconsin
$58.3M 2,282,866 +227,510 +11%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$56.8M 2,223,854 -184,771 -8%
GLR
25
Great Lakes Retirement
Ohio
$53.6M 2,099,827 +64,818 +3%
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