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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
IFPL
351
Investments & Financial Planning LLC
Kentucky
$450K -$9.94K -394 -2%
PPWM
352
PFG Private Wealth Management
Florida
$426K +$21.6K +858 +5%
PIA
353
Perennial Investment Advisors
California
$414K -$836K -33,120 -67%
BCM
354
Brookstone Capital Management
Illinois
$411K -$148K -5,848 -27%
BFA
355
Brown Financial Advisory
Alabama
$402K -$58.4K -2,313 -13%
GIA
356
Gladstone Institutional Advisory
Florida
$399K -$47.3K -1,873 -11%
FPAS
357
Focus Partners Advisor Solutions
Missouri
$398K +$65.2K +2,586 +20%
T
358
Tidemark
California
$396K -$243K -9,628 -38%
HWA
359
Heartwood Wealth Advisors
Virginia
$392K -$22.8M -902,838 -98%
CPA
360
Capital Planning Advisors
California
$384K +$136K +5,385 +56%
SP
361
Symmetry Partners
Connecticut
$379K -$6.58K -261 -2%
APWA
362
Atlas Private Wealth Advisors
New Jersey
$378K -$47.3K -1,874 -11%
CWM
363
Collaborative Wealth Management
Florida
$376K -$2.8K -111 -0.7%
AFWM
364
AMJ Financial Wealth Management
Virginia
$363K +$37.2K +1,475 +12%
TWC
365
TD Waterhouse Canada
Ontario, Canada
$360K -$555 -22 -0.2%
CSC
366
Cove Street Capital
California
$360K
MIC
367
Means Investment Company
Maine
$359K -$77.5K -3,072 -18%
Financial Engines Advisors
368
Financial Engines Advisors
California
$358K +$43.6K +1,728 +14%
DC
369
Davenport & Co
Virginia
$353K +$9.54K +378 +3%
CAG
370
Csenge Advisory Group
Florida
$350K +$119K +4,730 +52%
WWM
371
Western Wealth Management
Colorado
$343K -$344K -13,646 -50%
RWM
372
Riverbend Wealth Management
South Carolina
$342K +$26.8K +1,062 +9%
XT
373
XTX Topco
Cayman Islands
$335K +$331K +13,131 New
EAM
374
Empirical Asset Management
Massachusetts
$328K +$14.4K +572 +5%
IA
375
Insight Advisors
Pennsylvania
$324K -$80K -3,172 -20%