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State Street SPDR Portfolio Aggregate Bond ETF

534 hedge funds and large institutions have $6.76B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2026 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 244 increasing their positions, 183 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 183

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

2% less funds holding

Funds holding: 545534 (-11)

6% less capital invested

Capital invested by funds: $7.17B → $6.76B (-$417M)

6% less ownership

Funds ownership: 77.32%71.32% (-6%)

11% less funds holding in top 10

Funds holding in top 10: 5448 (-6)

Holders
534
Holders Change
-11
Holders Change %
-2.02%
% of All Funds
6.45%
Holding in Top 10
48
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.11%
% of All Funds
0.58%
New
43
Increased
244
Reduced
183
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$646M +$15.6M +613,429 +2%
State Street
2
State Street
Massachusetts
$371M -$31.8M -1,244,655 -8%
Cerity Partners
3
Cerity Partners
New York
$368M +$43.4M +1,702,878 +13%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$252M +$1.72M +67,300 +0.7%
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$250M +$11.7M +457,858 +5%
ETC
6
Exchange Traded Concepts
Oklahoma
$248M +$65.5M +2,566,911 +36%
RIG
7
RiverFront Investment Group
Virginia
$199M +$584K +22,881 +0.3%
Bank of America
8
Bank of America
North Carolina
$182M +$32.8M +1,287,504 +22%
TI
9
Tidal Investments
Wisconsin
$143M -$9.13M -358,082 -6%
HI
10
Horizon Investments
North Carolina
$132M +$65.3M +2,559,763 +36%
Osaic Holdings
11
Osaic Holdings
Arizona
$116M +$5.36M +210,102 +5%
TFA
12
Tobias Financial Advisors
Florida
$113M +$6.36M +249,337 +6%
BAAM
13
Baker Avenue Asset Management
California
$90M +$3.63M +142,152 +4%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$81.8M +$4.87M +190,995 +6%
Raymond James Financial
15
Raymond James Financial
Florida
$74.9M +$4.58M +179,410 +7%
KWM
16
Kingsview Wealth Management
Oregon
$70.5M +$1.74M +68,285 +3%
Morgan Stanley
17
Morgan Stanley
New York
$68.6M +$3.56M +139,375 +5%
ACM
18
AlphaStar Capital Management
North Carolina
$67.9M +$22.7M +891,025 +50%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$66.7M -$936K -36,694 -1%
JP Morgan Chase
20
JP Morgan Chase
New York
$66.3M +$3.18M +124,587 +5%
CAAM
21
Cornerstone Advisors Asset Management
Pennsylvania
$64.7M +$21.8M +853,146 +51%
GLR
22
Great Lakes Retirement
Ohio
$61.9M +$1.7M +66,800 +3%
SIM
23
Stratos Investment Management
Ohio
$60.5M +$2.56M +100,171 +4%
UF
24
Univest Financial
Pennsylvania
$60M -$1.67M -65,346 -3%
GI
25
Gradient Investments
Minnesota
$59.6M -$34.8M -1,362,733 -37%

SPAB Hedge Fund Activity: Q2 2026 in Review

534 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q2 2026, worth a combined $6.76B — down 5.8% from $7.17B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SPAB positions and 36 closed out — a net gain of 7 holders — while 244 added to existing stakes and 183 trimmed.

The largest buyer was Exchange Traded Concepts, adding an estimated $65.5M. The largest seller was Trilogy Capital, cutting an estimated $47.7M.

  • 534 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q2 2026, down from 545 in Q1 2026.
  • Funds reported $6.76B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q2 2026, down 5.8% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q2 2026 and 36 closed out, a net change of +7 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q2 2026 was Exchange Traded Concepts, an estimated $65.5M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q2 2026 was Trilogy Capital, an estimated $47.7M sold.

Based on aggregated 13F filings for Q2 2026.