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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
6.68%
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
FI
301
FWG Investments
Kentucky
$819K -$112K -4,324 -12%
OFG
302
Opulen Financial Group
Virginia
$802K -$14.2K -552 -2%
MCA
303
Magnolia Capital Advisors
Mississippi
$789K -$2.52M -97,639 -76%
FPI
304
Financial Plan Inc
Washington
$780K -$27.3K -1,057 -3%
TYCC
305
Texas Yale Capital Corp
Florida
$771K +$31K +1,200 +4%
DCC
306
Dow Chemical Company
Michigan
$769K -$82K -3,179 -10%
ATC
307
Argent Trust Co
Tennessee
$767K +$722 +28 +0.1%
IPW
308
Impact Partnership Wealth
Georgia
$762K +$72.9K +2,825 +10%
TFG
309
Tilson Financial Group
New Jersey
$760K +$2.63K +102 +0.3%
LIA
310
Lynx Investment Advisory
District of Columbia
$757K +$104K +4,041 +16%
National Bank of Canada
311
National Bank of Canada
Quebec, Canada
$752K +$358K +13,882 +90%
RWM
312
Riverbend Wealth Management
South Carolina
$745K +$45.8K +1,776 +7%
SG
313
Sharper & Granite
California
$732K +$16.8K +650 +2%
MPW
314
Magnolia Private Wealth
Pennsylvania
$725K -$96.7K -3,750 -12%
MFS
315
Mattson Financial Services
Michigan
$711K +$52.6K +2,039 +8%
FWP
316
Falcon Wealth Planning
California
$699K -$98.1K -3,802 -12%
RFS
317
Richardson Financial Services
Massachusetts
$690K +$251K +9,731 +57%
WWA
318
WCG Wealth Advisors
Nevada
$689K -$464 -18 -0.1%
TIP
319
Tandem Investment Partners
New Jersey
$688K +$50.7K +1,967 +8%
PW
320
Paladin Wealth
Minnesota
$685K -$21.8K -846 -3%
LFG
321
Lockerman Financial Group
California
$680K +$337K +13,072 +97%
ML
322
McAdam LLC
Pennsylvania
$671K -$21.6K -838 -3%
FF
323
Farrell Financial
New York
$651K +$1.21K +47 +0.2%
FWM
324
Forza Wealth Management
Florida
$644K
Betterment LLC
325
Betterment LLC
New York
$636K +$89.6K +3,473 +16%