Who Owns State Street SPDR Portfolio Aggregate Bond ETF (SPAB)?Hedge Fund & Institutional Holders

$25.58-0.03 (-0.12%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.050004684893918e+252T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$24.73$25.13$25.53$25.93$26.33Sep 24Jun 25Mar 26

SPAB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CWM, LLCNew Position+18.2M+$468.5M
Cerity Partners LLCNew Position+11.7M+$300.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+9.1M+$235.0M
Sanctuary Advisors, LLCNew Position+6.0M+$153.2M
TOBIAS FINANCIAL ADVISORS, INC.New Position+3.9M+$100.6M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+3.7M+$95.4M
UNITED SERVICES AUTOMOBILE ASSOCIATIONNew Position+3.6M+$91.6M
Baker Avenue Asset Management, LPNew Position+3.3M+$85.0M
UNIVEST FINANCIAL CorpNew Position+3.1M+$79.2M
Stratos Investment Management, LLCNew Position+2.2M+$55.5M
Trilogy Capital Inc.New Position+2.1M+$55.3M
N.E.W. Advisory Services LLCNew Position+2.1M+$54.3M
Financial Strategies Group, Inc.New Position+1.8M+$47.5M
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCNew Position+1.6M+$40.7M
Wealth Management NebraskaNew Position+1.4M+$36.5M

SPAB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RiverFront Investment Group, LLCDecreased-28K-$200.8B
Willow Creek Wealth Management Inc.Closed Position-3.9M-$101.7B
Gradient Investments LLCDecreased-91K-$99.0B
RATIONAL ADVISORS, INC.Decreased-151K-$75.9B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-1.1M-$66.2B
Equitable Holdings, Inc.Decreased-58K-$58.5B
Private Advisor Group, LLCDecreased-849K-$48.5B
KWB WealthDecreased-1.5M-$45.3B
Waverly Advisors, LLCDecreased-387K-$43.0B
McNamara Financial Services, Inc.Decreased-1.3M-$36.5B
Clear Creek Financial Management, LLCDecreased-208K-$30.8B
ROYAL BANK OF CANADADecreased-12K-$30.0B
US BANCORP \DE\Decreased-837K-$29.7B
MML INVESTORS SERVICES, LLCDecreased-68K-$21.8B
IHT Wealth Management, LLCDecreased-48K-$21.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC23,515,369$605.0M0.17%Share
2CWM, LLC18,193,758$468.5M1.27%Share
3CLIFTONLARSONALLEN WEALTH ADVISORS, LLC15,211,308$391.7M5.92%Share
4STATE STREET CORP12,391,684$319.0M0.01%Share
5Cerity Partners LLC11,667,286$300.0M0.44%Share
6ENVESTNET ASSET MANAGEMENT INC9,131,920$235.0M0.07%Share
7RiverFront Investment Group, LLC7,746,423$199.5M3.29%Share
8Horizon Investments, LLC7,087,609$182.5M2.31%Share
9EXCHANGE TRADED CONCEPTS, LLC7,081,541$182.3M1.39%Share
10BANK OF AMERICA CORP /DE/4,374,135$112.0M0.01%Share
11OSAIC HOLDINGS, INC.4,057,376$104.0M0.15%Share
12TOBIAS FINANCIAL ADVISORS, INC.3,904,988$100.6M14.21%Share
13Gradient Investments LLC3,743,769$96.4M1.53%Share
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3,698,930$95.4M0.13%Share
15UNITED SERVICES AUTOMOBILE ASSOCIATION3,559,006$91.6M5.80%Share
16Baker Avenue Asset Management, LP3,301,755$85.0M1.96%Share
17Wealthcare Advisory Partners LLC2,798,135$72.1M1.42%Share
18RATIONAL ADVISORS, INC.2,786,100$71.0M7.27%Share
19UNIVEST FINANCIAL Corp2,495,070$64.2M3.41%Share
20Kingsview Wealth Management, LLC2,482,110$63.0M0.91%Share
21MORGAN STANLEY2,444,588$62.0M0.00%Share
22AlphaStar Capital Management, LLC2,279,860$58.7M4.31%Share
23Great Lakes Retirement, Inc.2,282,022$58.0M6.04%Share
24Equitable Holdings, Inc.2,205,330$56.0M0.38%Share
25Stratos Investment Management, LLC2,154,828$55.5M2.22%Share
26Trilogy Capital Inc.2,147,447$55.3M2.47%Share
27N.E.W. Advisory Services LLC2,108,406$54.3M4.02%Share
28RAYMOND JAMES FINANCIAL INC2,067,119$53.0M0.02%Share
29MAI Capital Management1,931,743$49.0M0.28%Share
30NewEdge Advisors, LLC1,880,061$48.0M0.17%Share
31Financial Strategies Group, Inc.1,839,895$47.5M8.59%Share
32GM Advisory Group, LLC1,783,570$45.0M1.76%Share
33CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC1,580,729$40.7M6.61%Share
34Sanctuary Advisors, LLC1,563,294$39.9M0.28%Share
35Sanctuary Advisors, LLC1,563,294$39.9M0.26%Share
36Sanctuary Advisors, LLC1,505,465$38.5M0.24%Share
37Cetera Investment Advisers1,447,229$37.0M0.04%Share
38Wealth Management Nebraska1,419,003$36.5M4.18%Share
39GREAT VALLEY ADVISOR GROUP, INC.1,413,637$36.0M0.69%Share
40JPMORGAN CHASE & CO1,415,830$36.0M0.00%Share
41Stadion Money Management, LLC1,355,816$34.9M2.83%Share
42Sanctuary Advisors, LLC1,353,103$34.8M0.19%Share
43Apella Capital, LLC1,336,604$34.4M0.68%Share
44ARRIEN INVESTMENTS, INC.1,335,148$34.4M19.39%Share
45Convergence Financial, LLC1,299,020$33.4M4.88%Share
46Donoghue Forlines LLC1,272,713$32.8M10.13%Share
47Trinity Wealth Management, LLC1,265,473$32.6M12.00%Share
48LODESTAR PRIVATE ASSET MANAGEMENT LLC1,254,232$32.3M3.24%Share
49Waverly Advisors, LLC1,277,480$32.0M0.26%Share
50OneDigital Investment Advisors LLC1,222,647$31.0M0.30%Share

SPAB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025513$7.0B+241
Q3 2025272$4.2T-186
Q2 2025458$5.2T-46
Q1 2025504$5.9T+115
Q4 2024389$957.6T+108
Q3 2024281$3165.7T-1
Q2 2024282$2393.9T+8
Q1 2024274$2321.4T—

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As of Q4 2025, 50 institutional investors hold SPAB (State Street SPDR Portfolio Aggregate Bond ETF). The largest holder is LPL Financial LLC with $605.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own SPAB?

As of Q4 2025, 50 institutional investors report holding SPAB (State Street SPDR Portfolio Aggregate Bond ETF) in their 13F filings.

Who is the largest institutional holder of SPAB?

The largest institutional holder of SPAB is LPL Financial LLC with $605.0M in shares.

Is institutional ownership of SPAB increasing or decreasing?

This quarter, 15 institutions opened new positions in SPAB and 1 closed their positions.