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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
State Street
1
State Street
Massachusetts
$605M +$304M +12,031,034 +104%
LPL Financial
2
LPL Financial
California
$567M -$22.2M -878,713 -4%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$437M +$28.6M +1,132,620 +7%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$323M +$22.5M +889,542 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$284M -$6.95M -275,115 -2%
Cerity Partners
6
Cerity Partners
New York
$270M +$14.5M +573,590 +6%
RIG
7
RiverFront Investment Group
Virginia
$198M -$1.2M -47,401 -0.6%
PAG
8
Private Advisor Group
New Jersey
$113M -$9.89M -391,323 -8%
Osaic Holdings
9
Osaic Holdings
Arizona
$110M +$14.3M +565,337 +15%
GI
10
Gradient Investments
Minnesota
$99.8M -$4.36M -172,509 -4%
WCWM
11
Willow Creek Wealth Management
California
$94.6M +$3M +118,603 +3%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$92.2M -$3.31M -131,110 -3%
TFA
13
Tobias Financial Advisors
Florida
$89.1M +$4.57M +180,678 +5%
BAAM
14
Baker Avenue Asset Management
California
$76.8M +$2.08M +82,092 +3%
RA
15
Rational Advisors
New York
$76M -$2.99M -118,154 -4%
UF
16
Univest Financial
Pennsylvania
$75.9M +$591K +23,365 +0.8%
Raymond James Financial
17
Raymond James Financial
Florida
$73.4M +$2.84M +112,303 +4%
GLA
18
Good Life Advisors
Pennsylvania
$72.8M +$1.56M +61,753 +2%
JP Morgan Chase
19
JP Morgan Chase
New York
$64M -$1.47M -57,968 -2%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$61.1M +$4.09M +161,631 +7%
AssetMark Inc
21
AssetMark Inc
California
$61.1M +$27.1M +1,072,997 +82%
GVAG
22
Great Valley Advisor Group
Delaware
$59.3M -$827K -32,726 -1%
EH
23
Equitable Holdings
New York
$59.1M -$3.59M -141,900 -6%
GLR
24
Great Lakes Retirement
Ohio
$54.9M +$1.12M +44,244 +2%
KWM
25
Kingsview Wealth Management
Oregon
$53.3M +$715K +28,288 +1%

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.