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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
401
Transce3nd
Texas
$254K +$34.9K +1,365 +16%
FAP
402
Financial Advisory Partners
Florida
$253K +$8.24K +322 +3%
Charles Schwab
403
Charles Schwab
California
$252K +$252K +9,832 New
SSC
404
Syverson Strege & Co
Iowa
$251K
MW
405
Maia Wealth
Colorado
$246K +$14.4K +563 +6%
PFA
406
Peak Financial Advisors
Colorado
$238K +$238K +9,298 New
WC
407
Waterloo Capital
Texas
$238K -$44.2K -1,725 -16%
CIA
408
Concurrent Investment Advisors
Florida
$237K +$237K +9,261 New
GFPC
409
Global Financial Private Client
Florida
$229K +$214K +8,367 +1,448%
MWM
410
Modern Wealth Management
Kansas
$227K -$59.4K -2,321 -21%
ORG
411
Optimist Retirement Group
Washington
$223K +$1.95K +76 +0.9%
LFS
412
Lutz Financial Services
Nebraska
$220K -$32.4K -1,267 -13%
ADL
413
Asset Dedication LLC
California
$220K
SWA
414
Sax Wealth Advisors
New Jersey
$215K -$21.4K -834 -9%
OFP
415
OLIO Financial Planning
Virginia
$214K
MWM
416
Maripau Wealth Management
Indiana
$213K +$213K +8,305 New
EFG
417
Ehrlich Financial Group
California
$211K
DAS
418
Diversify Advisory Services
Utah
$209K +$1.51K +59 +0.7%
SP
419
Symmetry Partners
Connecticut
$206K -$173K -6,773 -46%
FFA
420
Founders Financial Alliance
North Carolina
$206K +$1.97K +77 +1%
GIM
421
Goelzer Investment Management
Indiana
$203K +$203K +7,918 New
SS
422
Sunbelt Securities
Texas
$191K
PNC Financial Services Group
423
PNC Financial Services Group
Pennsylvania
$189K
SS
424
SBI Securities
Japan
$184K -$998 -39 -0.5%
PFBT
425
Parkside Financial Bank & Trust
Missouri
$179K +$205 +8 +0.1%