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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
OFG
301
Opulen Financial Group
Virginia
$817K -$59.5K -2,358 -7%
BWMG
302
Barnes Wealth Management Group
California
$816K -$98.4K -3,901 -11%
MCA
303
Midwest Capital Advisors
Michigan
$814K +$90K +3,566 +13%
JCFM
304
JBR Co Financial Management
Oklahoma
$809K +$4.37K +173 +0.5%
WCFA
305
Walkner Condon Financial Advisors
Wisconsin
$770K -$139K -5,493 -15%
MA
306
Mutual Advisors
Nebraska
$760K +$17.8K +704 +2%
GSEP
307
Golden State Equity Partners
California
$758K +$116K +4,582 +18%
RFS
308
Richardson Financial Services
Massachusetts
$745K +$81.6K +3,233 +12%
WFP
309
Wrenne Financial Planning
Kentucky
$739K +$155K +6,142 +27%
PW
310
Paladin Wealth
Minnesota
$738K -$167K -6,623 -19%
P
311
&Partners
Tennessee
$736K +$78.9K +3,126 +13%
NCFG
312
New Century Financial Group
New Jersey
$735K +$12.7K +503 +2%
PTC
313
Private Trust Company
Ohio
$720K -$459K -18,205 -39%
WFAG
314
Worth Financial Advisory Group
North Carolina
$719K +$1.24K +49 +0.2%
AF
315
Advisornet Financial
Minnesota
$717K -$1.24K -49 -0.2%
MFS
316
Mattson Financial Services
Michigan
$712K +$73.5K +2,912 +12%
CAS
317
Coppell Advisory Solutions
Texas
$686K +$126K +4,992 +23%
AWM
318
Austin Wealth Management
Texas
$685K -$77.4K -3,066 -10%
OAS
319
Optivise Advisory Services
Tennessee
$683K -$237K -9,392 -26%
WWA
320
Wealth Watch Advisors
Colorado
$670K -$5.37M -212,929 -89%
WFS
321
WealthGarden F.S.
California
$665K +$4.29K +170 +0.7%
ZIM
322
Zacks Investment Management
Illinois
$643K -$7.24M -286,953 -92%
MWA
323
Medallion Wealth Advisors
Connecticut
$643K +$76.1K +3,016 +14%
FWM
324
Forza Wealth Management
Florida
$642K
SHJ
325
Sharkey, Howes & Javer
Colorado
$640K -$5.25M -208,074 -89%