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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
VH
376
Visionary Horizons
Tennessee
$320K +$316K +12,535 New
BWP
377
Balboa Wealth Partners
Arizona
$318K +$52.8K +2,092 +20%
RWPA
378
Richard W. Paul & Associates
Michigan
$309K
DA
379
Detalus Advisors
Missouri
$303K -$34.6K -1,370 -10%
KLI
380
Kelman-Lazarov Inc
Tennessee
$302K +$298K +11,827 New
AIA
381
AssuredPartners Investment Advisors
Florida
$299K -$1.54K -61 -0.5%
USCWA
382
U.S. Capital Wealth Advisors
Texas
$298K
KWA
383
Kingswood Wealth Advisors
California
$293K -$48.4K -1,917 -14%
Q1WB
384
Quest 10 Wealth Builders
Virginia
$290K -$14.5K -573 -5%
MAFA
385
MJT & Associates Financial Advisory
Minnesota
$289K +$285K +11,306 New
MWM
386
Modern Wealth Management
Kansas
$285K -$199K -7,880 -41%
WC
387
Waterloo Capital
Texas
$281K -$2.52K -100 -0.9%
CW
388
CreativeOne Wealth
Kansas
$281K +$277K +10,990 New
SFP
389
Strategic Financial Planning
Texas
$281K +$1.46K +58 +0.5%
WIP
390
WealthCare Investment Partners
Rhode Island
$270K -$20.1K -798 -7%
RWM
391
Rialto Wealth Management
New York
$270K +$2.88K +114 +1%
RBFC
392
Roman Butler Fullerton & Co
Missouri
$269K +$2.65K +105 +1%
C1AG
393
Client 1st Advisory Group
Florida
$267K +$1.24K +49 +0.5%
AAP
394
Arax Advisory Partners
Colorado
$264K +$70.3K +2,788 +37%
HH
395
Hilltop Holdings
Texas
$264K +$31.2K +1,237 +14%
TWM
396
Tolleson Wealth Management
Texas
$260K
GAM
397
GEM Asset Management
Michigan
$260K +$2.47K +98 +1%
O3W
398
Omni 360 Wealth
New Jersey
$259K -$34K -1,349 -12%
CWP
399
Concord Wealth Partners
Virginia
$255K -$328 -13 -0.1%
LFS
400
Lutz Financial Services
Nebraska
$252K +$249K +9,878 New