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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
CWP
376
Concord Wealth Partners
Virginia
$377K +$41.8K +1,622 +12%
IA
377
Integrity Alliance
Iowa
$374K
RIS
378
Richmond Investment Services
Wisconsin
$374K +$86.2K +3,341 +30%
CAMV
379
Concord Asset Management (Virginia)
Virginia
$372K +$37.5K +1,455 +11%
MWA
380
Medallion Wealth Advisors
Connecticut
$367K -$162K -6,265 -30%
P
381
&Partners
Tennessee
$365K -$36.5K -1,413 -9%
CPA
382
Capital Planning Advisors
California
$365K
OAS
383
Optivise Advisory Services
Tennessee
$361K -$10.8K -419 -3%
AWP
384
Accretive Wealth Partners
New Jersey
$357K +$360K +13,943 New
KA
385
Kure Advisory
Minnesota
$350K -$774 -30 -0.2%
AOWM
386
Asset One Wealth Management
Washington
$342K -$27.1K -1,050 -7%
BWP
387
Balboa Wealth Partners
Arizona
$340K +$111K +4,316 +48%
OFA
388
Orographic Financial Advisors
Colorado
$339K +$342K +13,252 New
FAP
389
Financial Advisory Partners
Florida
$339K +$117K +4,530 +52%
BL
390
Balentine LLC
Georgia
$339K +$7.92K +307 +2%
TPF
391
Tribridge Partners Financial
Maryland
$337K -$6.58K -255 -2%
Q1WB
392
Quest 10 Wealth Builders
Virginia
$335K +$40.4K +1,565 +14%
1832 Asset Management
393
1832 Asset Management
Ontario, Canada
$332K +$49.8K +1,931 +18%
PFA
394
Professional Financial Advisors
Nebraska
$330K +$122K +4,731 +58%
EAM
395
Empirical Asset Management
Massachusetts
$328K +$30.2K +1,171 +10%
VBFP
396
Valtinson Bruner Financial Planning
Minnesota
$326K +$25.1K +973 +8%
FFA
397
Fortune Financial Advisors
Kansas
$323K +$326K +12,627 New
IPA
398
Investment Planning Advisors
Georgia
$319K -$12K -466 -4%
IA
399
Insight Advisors
Pennsylvania
$318K -$980 -38 -0.3%
TVM
400
True Vision MN
Minnesota
$316K +$318K +12,337 New

SPAB Hedge Fund Activity: Q1 2026 in Review

543 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q1 2026, worth a combined $7.17B — up 1.9% from $7.04B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPAB positions and 36 closed out — a net gain of 30 holders — while 260 added to existing stakes and 162 trimmed.

The largest buyer was Tidal Investments, opening a new position worth an estimated $154M. The largest seller was CLA (CliftonLarsonAllen) Wealth Advisors, cutting an estimated $152M.

  • 543 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q1 2026, up from 526 in Q4 2025.
  • Funds reported $7.17B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q1 2026, up 1.9% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q1 2026 and 36 closed out, a net change of +30 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q1 2026 was Tidal Investments, an estimated $154M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q1 2026 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2026.