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State Street SPDR Portfolio Aggregate Bond ETF

543 hedge funds and large institutions have $7.17B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 260 increasing their positions, 162 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 36

60% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 162

3% more funds holding

Funds holding: 526543 (+17)

2% more capital invested

Capital invested by funds: $7.04B → $7.17B (+$134M)

0.69% more ownership

Funds ownership: 76.62%77.31% (+0.69%)

2% less funds holding in top 10

Funds holding in top 10: 5554 (-1)

Holders
543
Holders Change
+17
Holders Change %
+3.23%
% of All Funds
6.69%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.66%
New
66
Increased
260
Reduced
162
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Scissortail Wealth Management
Oklahoma
$2.04M +$740K +28,699 +56%
SFS
227
Security Financial Services
Indiana
$1.99M -$1.44M -55,842 -42%
SAW
228
Signal Advisors Wealth
Michigan
$1.98M +$1.67M +64,712 +511%
SWP
229
Strategic Wealth Partners
Ohio
$1.93M +$158K +6,129 +9%
FHA
230
Flagship Harbor Advisors
Massachusetts
$1.91M +$5.29K +205 +0.3%
GCM
231
Gambit Capital Management
Tennessee
$1.84M +$123K +4,786 +7%
Natixis Advisors
232
Natixis Advisors
Massachusetts
$1.81M +$238K +9,231 +15%
EGA
233
E&G Advisors
Texas
$1.8M -$4.62K -179 -0.3%
UWM
234
USAdvisors Wealth Management
Minnesota
$1.79M +$43.1K +1,671 +2%
RWA
235
Resolute Wealth Advisor
Ohio
$1.79M +$1.8M +69,823 New
IWC
236
Integrated Wealth Concepts
Massachusetts
$1.78M +$1.79M +69,490 New
WAAG
237
Wealth Alliance Advisory Group
Kansas
$1.74M -$6.96M -269,632 -80%
WAS
238
Wealth Advisory Solutions
Indiana
$1.74M +$114K +4,424 +7%
Koshinski Asset Management
239
Koshinski Asset Management
Illinois
$1.7M +$90.9K +3,525 +6%
Millennium Management
240
Millennium Management
New York
$1.67M +$1.68M +65,310 New
TCP
241
TMB Capital Partners
Arkansas
$1.66M +$65.6K +2,544 +4%
SCM
242
Shelton Capital Management
Colorado
$1.63M +$1.65M +63,775 New
HAG
243
HF Advisory Group
Maryland
$1.63M +$144K +5,571 +10%
PFG
244
Prospect Financial Group
Virginia
$1.61M -$6.63K -257 -0.4%
TA
245
TrueWealth Advisors
Alabama
$1.61M -$184K -7,145 -10%
UAG
246
United Advisor Group
Ohio
$1.61M +$265K +10,256 +19%
CIC
247
Carnegie Investment Counsel
Ohio
$1.57M +$62.4K +2,420 +4%
LFA
248
Laraway Financial Advisors
Minnesota
$1.56M -$387 -15 -0%
BRPW
249
Ballast Rock Private Wealth
South Carolina
$1.53M +$73.3K +2,843 +5%
SLG
250
Sanchez Levi Garrett
$1.51M +$1.52M +58,813 New