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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
CCG
351
Capital CS Group
California
$461K +$7.56K +293 +2%
EWA
352
Exencial Wealth Advisors
Oklahoma
$458K -$133K -5,162 -22%
Mercer Global Advisors
353
Mercer Global Advisors
Colorado
$457K +$203K +7,875 +79%
IFPL
354
Investments & Financial Planning LLC
Kentucky
$456K -$8.56K -332 -2%
SHJ
355
Sharkey, Howes & Javer
Colorado
$453K -$308K -11,933 -40%
CGFA
356
Colton Groome Financial Advisors
North Carolina
$451K -$290K -11,230 -39%
HIIFS
357
Harel Insurance Investments & Financial Services
Israel
$450K +$86K +3,334 +23%
PAW
358
Plan A Wealth
Nebraska
$446K -$9.49K -368 -2%
FCM
359
Fell Capital Management
California
$445K +$34.3K +1,328 +8%
XT
360
XTX Topco
Cayman Islands
$434K +$437K +16,953 New
TFCP
361
Twin Focus Capital Partners
Massachusetts
$430K
Focus Partners Wealth
362
Focus Partners Wealth
Massachusetts
$430K +$432K +16,764 New
EA
363
Eclectic Associates
California
$419K +$188K +7,298 +81%
EWA
364
EverSource Wealth Advisors
Alabama
$412K -$146K -5,669 -26%
BFG
365
Bleakley Financial Group
New Jersey
$409K +$412K +15,958 New
BFA
366
Brown Financial Advisory
Alabama
$404K
AP
367
Americana Partners
Texas
$398K -$28.5M -1,104,437 -99%
AFWM
368
AMJ Financial Wealth Management
Virginia
$394K +$12.2K +473 +3%
WF
369
WealthPoint Financial
North Carolina
$393K +$396K +15,355 New
OCA
370
OpenArc Corporate Advisory
Georgia
$389K +$391K +15,174 New
TWC
371
TD Waterhouse Canada
Ontario, Canada
$388K +$2.06K +80 +0.5%
CA
372
CoreCap Advisors
Michigan
$388K -$19K -735 -5%
PPWM
373
PFG Private Wealth Management
Florida
$382K -$75.5K -2,926 -16%
CW
374
CreativeOne Wealth
Kansas
$382K +$182K +7,061 +90%
Financial Engines Advisors
375
Financial Engines Advisors
California
$380K -$877 -34 -0.2%