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State Street SPDR Portfolio Aggregate Bond ETF

510 hedge funds and large institutions have $6.47B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 216 increasing their positions, 196 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 35

10% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 196

2.63% more ownership

Funds ownership: 74.41%77.04% (+2.6%)

2% more funds holding

Funds holding: 500510 (+10)

2% more funds holding in top 10

Funds holding in top 10: 6263 (+1)

19% less capital invested

Capital invested by funds: $8.02B → $6.47B (-$1.55B)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
510
Holders Change
+10
Holders Change %
+2%
% of All Funds
6.84%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
0.84%
New
51
Increased
216
Reduced
196
Closed
35
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
226
E&G Advisors
Texas
$1.89M -$13.6K -540 -0.7%
ML
227
McAdam LLC
Pennsylvania
$1.88M -$331K -13,111 -15%
WAS
228
Winch Advisory Services
Wisconsin
$1.82M +$121K +4,786 +7%
FPW
229
Flagship Private Wealth
Massachusetts
$1.78M -$32.8K -1,302 -2%
NS
230
NBC Securities
Alabama
$1.77M +$1.75M +69,380 +115,633%
NCM
231
Northwest Capital Management
Oregon
$1.77M +$26.2K +1,038 +2%
UWM
232
USAdvisors Wealth Management
Minnesota
$1.74M -$692K -27,446 -29%
Koshinski Asset Management
233
Koshinski Asset Management
Illinois
$1.74M +$98K +3,883 +6%
SOS
234
Silver Oak Securities
Tennessee
$1.68M +$6.21K +246 +0.4%
MCA
235
Magnolia Capital Advisors
Mississippi
$1.68M +$1.66M +65,726 New
LFA
236
Laraway Financial Advisors
Minnesota
$1.68M -$4.21K -167 -0.3%
FI
237
FWG Investments
Kentucky
$1.66M -$886K -35,135 -35%
SWM
238
Scissortail Wealth Management
Oklahoma
$1.66M +$801K +31,756 +96%
IPWA
239
International Private Wealth Advisors
California
$1.65M +$204K +8,105 +14%
CIAS
240
CFS Investment Advisory Services
New Jersey
$1.63M -$42.2K -1,673 -3%
EWA
241
EverSource Wealth Advisors
Alabama
$1.62M +$1.6M +63,503 New
PFG
242
Prospect Financial Group
Virginia
$1.62M -$7.27K -288 -0.5%
CFD
243
Creative Financial Designs
Indiana
$1.59M +$1.41M +56,083 +898%
WAS
244
Wealth Advisory Solutions
Indiana
$1.57M -$4.42K -175 -0.3%
JCM
245
Jacobi Capital Management
Pennsylvania
$1.57M -$9.98M -395,433 -87%
GM
246
GeoWealth Management
Illinois
$1.55M -$141K -5,578 -8%
EFG
247
Elios Financial Group
Ohio
$1.55M +$5.2K +206 +0.3%
KPWS
248
Kestra Private Wealth Services
Texas
$1.54M -$11.9K -473 -0.8%
SFC
249
Strategic Financial Concepts
Texas
$1.51M -$63.7K -2,525 -4%
SDWIA
250
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.5M -$553K -21,929 -27%