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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
DADC
401
D.A. Davidson & Co
Montana
$251K -$24.1K -955 -9%
SSC
402
Syverson Strege & Co
Iowa
$251K +$1.64K +65 +0.7%
CPW
403
Catalyst Private Wealth
California
$245K +$242K +9,597 New
FAP
404
Financial Advisory Partners
Florida
$244K +$4.92K +195 +2%
AR
405
Apeiron RIA
Texas
$241K
UAG
406
United Advisor Group
Ohio
$240K +$237K +9,412 New
WAN
407
Wealth Advisors Northwest
Oregon
$240K +$4.42K +175 +2%
SWA
408
Sax Wealth Advisors
New Jersey
$235K -$12.7K -503 -5%
CAMV
409
Concord Asset Management (Virginia)
Virginia
$235K +$8.15K +323 +4%
MHR
410
Matthew Hamilton Rosenberg
$232K -$27.5K -1,089 -11%
MW
411
Maia Wealth
Colorado
$228K -$25.1K -994 -10%
RIA
412
Realta Investment Advisors
Delaware
$228K +$85K +3,369 +61%
LWMI
413
Landmark Wealth Management (Illinois)
Illinois
$225K +$222K +8,812 New
ORG
414
Optimist Retirement Group
Washington
$221K +$1.24K +49 +0.6%
ADL
415
Asset Dedication LLC
California
$219K
T
416
Transce3nd
Texas
$219K +$90.1K +3,573 +72%
SAW
417
Signal Advisors Wealth
Michigan
$217K +$215K +8,513 New
VPF
418
Vantage Point Financial
Illinois
$217K -$5.32K -211 -2%
OFP
419
OLIO Financial Planning
Virginia
$213K +$211K +8,357 New
William Blair & Company
420
William Blair & Company
Illinois
$213K -$38.3K -1,517 -15%
EFG
421
Ehrlich Financial Group
California
$211K +$1.61K +64 +0.8%
VBFP
422
Valtinson Bruner Financial Planning
Minnesota
$211K +$208K +8,246 New
DAS
423
Diversify Advisory Services
Utah
$207K +$205K +8,111 New
Fisher Asset Management
424
Fisher Asset Management
Washington
$204K +$202K +7,988 New
FFA
425
Founders Financial Alliance
North Carolina
$203K +$1.29K +51 +0.6%