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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 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
376
Tidemark
California
$327K
VCM
377
Virtue Capital Management
Tennessee
$321K
APWA
378
Atlas Private Wealth Advisors
New Jersey
$315K
KFS
379
Kelly Financial Services
Massachusetts
$308K
USCWA
380
U.S. Capital Wealth Advisors
Texas
$299K
AIA
381
AssuredPartners Investment Advisors
Florida
$299K
WWM
382
Western Wealth Management
Colorado
$297K
IPA
383
Investment Planning Advisors
Georgia
$291K
IA
384
Insight Advisors
Pennsylvania
$286K
MAFA
385
MJT & Associates Financial Advisory
Minnesota
$280K
AC
386
AIFG Consultants
New York
$278K
SFP
387
Strategic Financial Planning
Texas
$274K
RBFC
388
Roman Butler Fullerton & Co
Missouri
$273K
KWA
389
Kingswood Wealth Advisors
California
$271K
WIP
390
WealthCare Investment Partners
Rhode Island
$270K
C1AG
391
Client 1st Advisory Group
Florida
$270K
DADC
392
D.A. Davidson & Co
Montana
$266K
AAP
393
Arax Advisory Partners
Colorado
$265K
O3W
394
Omni 360 Wealth
New Jersey
$262K
RWM
395
Rialto Wealth Management
New York
$262K
TWM
396
Tolleson Wealth Management
Texas
$261K
GAM
397
GEM Asset Management
Michigan
$259K
William Blair & Company
398
William Blair & Company
Illinois
$258K
CWP
399
Concord Wealth Partners
Virginia
$255K
CAMV
400
Concord Asset Management (Virginia)
Virginia
$255K