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SPDR Portfolio Aggregate Bond ETF

498 hedge funds and large institutions have $6.79B invested in SPDR Portfolio Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 226 increasing their positions, 189 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-7
Holders Change %
-1.39%
% of All Funds
6.68%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
0.89%
New
37
Increased
226
Reduced
189
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
T
376
Tidemark
California
$327K -$69.7K -2,722 -18%
VCM
377
Virtue Capital Management
Tennessee
$321K -$5.28M -206,176 -94%
APWA
378
Atlas Private Wealth Advisors
New Jersey
$315K -$63.6K -2,484 -17%
KFS
379
Kelly Financial Services
Massachusetts
$308K +$308K +12,031 New
USCWA
380
U.S. Capital Wealth Advisors
Texas
$299K
AIA
381
AssuredPartners Investment Advisors
Florida
$299K -$742 -29 -0.2%
WWM
382
Western Wealth Management
Colorado
$297K -$46.5K -1,817 -14%
IPA
383
Investment Planning Advisors
Georgia
$291K +$291K +11,380 New
IA
384
Insight Advisors
Pennsylvania
$286K -$39.3K -1,537 -12%
MAFA
385
MJT & Associates Financial Advisory
Minnesota
$280K -$9.47K -370 -3%
AC
386
AIFG Consultants
New York
$278K -$743K -29,009 -73%
SFP
387
Strategic Financial Planning
Texas
$274K -$7.04K -275 -3%
RBFC
388
Roman Butler Fullerton & Co
Missouri
$273K +$2.72K +107 +1%
KWA
389
Kingswood Wealth Advisors
California
$271K -$22.8K -890 -8%
WIP
390
WealthCare Investment Partners
Rhode Island
$270K -$3.15K -124 -1%
C1AG
391
Client 1st Advisory Group
Florida
$270K +$1.89K +74 +0.7%
DADC
392
D.A. Davidson & Co
Montana
$266K +$13.7K +534 +5%
AAP
393
Arax Advisory Partners
Colorado
$265K +$230 +9 +0.1%
O3W
394
Omni 360 Wealth
New Jersey
$262K +$1.87K +73 +0.7%
RWM
395
Rialto Wealth Management
New York
$262K -$8.96K -350 -3%
TWM
396
Tolleson Wealth Management
Texas
$261K
GAM
397
GEM Asset Management
Michigan
$259K +$1.95K +77 +0.8%
William Blair & Company
398
William Blair & Company
Illinois
$258K +$44.8K +1,751 +21%
CWP
399
Concord Wealth Partners
Virginia
$255K -$512 -20 -0.2%
CAMV
400
Concord Asset Management (Virginia)
Virginia
$255K +$16.2K +634 +7%