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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
NFP
326
Narus Financial Partners
Utah
$637K +$22.4K +888 +4%
FL
327
FreeGulliver LLC
Louisiana
$635K +$27.8K +1,100 +5%
TWP
328
Triad Wealth Partners
Kansas
$631K -$200K -7,913 -24%
APW
329
Austin Private Wealth
Texas
$628K +$621K +24,601 New
EWA
330
Exencial Wealth Advisors
Oklahoma
$623K -$133K -5,275 -18%
FF
331
Farrell Financial
New York
$606K -$8.12K -322 -1%
PAG
332
Paladin Advisory Group
Iowa
$601K -$92K -3,647 -13%
SFG
333
Snider Financial Group
Washington
$560K -$56K -2,220 -9%
FCH
334
Freestone Capital Holdings
Washington
$545K
AG
335
Ascent Group
Virginia
$541K +$147K +5,832 +38%
National Bank of Canada
336
National Bank of Canada
Quebec, Canada
$537K +$20.2K +802 +4%
NA
337
Novus Advisors
South Carolina
$522K +$82.8K +3,283 +19%
MFA
338
Millington Financial Advisors
Illinois
$508K +$28K +1,109 +6%
TIP
339
Tandem Investment Partners
New Jersey
$505K -$10.8K -427 -2%
Betterment LLC
340
Betterment LLC
New York
$496K +$55.3K +2,192 +13%
GWAG
341
Garrett Wealth Advisory Group
Texas
$493K -$5.98K -237 -1%
TYCC
342
Texas Yale Capital Corp
Florida
$485K
BL
343
Balentine LLC
Georgia
$481K -$14.1K -560 -3%
SFG
344
Shum Financial Group
California
$476K +$17K +672 +4%
VC
345
Vicus Capital
Pennsylvania
$469K +$12.2K +483 +3%
WS
346
Wedbush Securities
California
$466K -$46.2K -1,831 -9%
LFG
347
Lockerman Financial Group
California
$460K +$203K +8,054 +81%
CA
348
CoreCap Advisors
Michigan
$455K -$50.6K -2,005 -10%
SG
349
Sharper & Granite
California
$454K -$57.8K -2,290 -11%
CCG
350
Capital CS Group
California
$451K +$64.5K +2,557 +17%