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State Street SPDR Portfolio Aggregate Bond ETF

501 hedge funds and large institutions have $6.81B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 227 increasing their positions, 191 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
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
William Blair & Company
401
William Blair & Company
Illinois
$258K
CWP
402
Concord Wealth Partners
Virginia
$255K
CAMV
403
Concord Asset Management (Virginia)
Virginia
$255K
T
404
Transce3nd
Texas
$254K
FAP
405
Financial Advisory Partners
Florida
$253K
Charles Schwab
406
Charles Schwab
California
$252K
SSC
407
Syverson Strege & Co
Iowa
$251K
MW
408
Maia Wealth
Colorado
$246K
PFA
409
Peak Financial Advisors
Colorado
$238K
WC
410
Waterloo Capital
Texas
$238K
CIA
411
Concurrent Investment Advisors
Florida
$237K
GFPC
412
Global Financial Private Client
Florida
$229K
MWM
413
Modern Wealth Management
Kansas
$227K
ORG
414
Optimist Retirement Group
Washington
$223K
LFS
415
Lutz Financial Services
Nebraska
$220K
ADL
416
Asset Dedication LLC
California
$220K
SWA
417
Sax Wealth Advisors
New Jersey
$215K
OFP
418
OLIO Financial Planning
Virginia
$214K
MWM
419
Maripau Wealth Management
Indiana
$213K
EFG
420
Ehrlich Financial Group
California
$211K
DAS
421
Diversify Advisory Services
Utah
$209K
SP
422
Symmetry Partners
Connecticut
$206K
FFA
423
Founders Financial Alliance
North Carolina
$206K
GIM
424
Goelzer Investment Management
Indiana
$203K
SS
425
Sunbelt Securities
Texas
$191K