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State Street SPDR Portfolio Aggregate Bond ETF

543 hedge funds and large institutions have $7.17B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 260 increasing their positions, 162 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 36

60% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 162

3% more funds holding

Funds holding: 526543 (+17)

2% more capital invested

Capital invested by funds: $7.04B → $7.17B (+$134M)

0.69% more ownership

Funds ownership: 76.62%77.31% (+0.69%)

2% less funds holding in top 10

Funds holding in top 10: 5554 (-1)

Holders
543
Holders Change
+17
Holders Change %
+3.23%
% of All Funds
6.68%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.66%
New
66
Increased
260
Reduced
162
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
401
Kingswood Wealth Advisors
California
$313K -$44.6K -1,729 -12%
5NPW
402
55 North Private Wealth
Florida
$305K +$307K +11,910 New
FPAS
403
Focus Partners Advisor Solutions
Missouri
$305K +$307K +11,887 New
USCWA
404
U.S. Capital Wealth Advisors
Texas
$299K
BWS
405
Buck Wealth Strategies
Colorado
$295K +$10.1K +393 +4%
DADC
406
D.A. Davidson & Co
Montana
$290K -$23.2K -898 -7%
FIA
407
Foundations Investment Advisors
Arizona
$286K -$34.3K -1,330 -11%
RBFC
408
Roman Butler Fullerton & Co
Missouri
$283K +$2.79K +108 +1%
CWM
409
Collaborative Wealth Management
Florida
$280K -$2.84K -110 -1%
AA
410
ACT Advisors
North Carolina
$276K -$8.26M -320,003 -97%
AIA
411
AssuredPartners Investment Advisors
Florida
$273K +$276K +10,704 New
Fidelity Investments
412
Fidelity Investments
Massachusetts
$273K +$69.7K +2,701 +34%
PIA
413
Perennial Investment Advisors
California
$272K -$28.2K -1,093 -9%
AAP
414
Arax Advisory Partners
Colorado
$270K +$155 +6 +0.1%
MFN
415
Midwest Financial Network
Illinois
$269K -$209K -8,119 -44%
SAI
416
Savvy Advisors Inc
New York
$262K -$1.78K -69 -0.7%
SA
417
Sovran Advisors
California
$261K -$140K -5,409 -35%
BIG
418
Brookwood Investment Group
Arizona
$261K +$12.3K +477 +5%
T
419
Tidemark
California
$261K +$6.73K +261 +3%
HWA
420
Heartwood Wealth Advisors
Virginia
$258K
PHWM
421
Palatine Hill Wealth Management
Michigan
$255K +$8.38K +325 +3%
WIP
422
WealthCare Investment Partners
Rhode Island
$255K +$10.3K +401 +4%
DC
423
Davenport & Co
Virginia
$253K -$53.6K -2,079 -17%
DWM
424
Diversify Wealth Management
Utah
$252K +$255K +9,878 New
Thrivent Financial for Lutherans
425
Thrivent Financial for Lutherans
Minnesota
$252K +$29.5K +1,143 +13%