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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
6.69%
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
WETS
426
Wealth Enhancement Trust Services
South Dakota
$246K -$43.2K -1,675 -15%
PFA
427
Peak Financial Advisors
Colorado
$242K -$188K -7,277 -44%
EAP
428
Elevation Advisory Partners
Florida
$241K +$241K +9,338 New
C1AG
429
Client 1st Advisory Group
Florida
$239K -$30.2K -1,172 -11%
RWM
430
RKL Wealth Management
Pennsylvania
$236K +$1.52K +59 +0.6%
MW
431
Maia Wealth
Colorado
$236K -$3.95K -153 -2%
SFG
432
SageGuard Financial Group
Tennessee
$235K -$7.22K -280 -3%
CFG
433
Cooper Financial Group
California
$234K +$235K +9,118 New
SP
434
Symmetry Partners
Connecticut
$233K +$34.5K +1,339 +17%
SDWIA
435
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$230K -$198K -7,659 -46%
ORG
436
Optimist Retirement Group
Washington
$229K +$1.32K +51 +0.6%
OFP
437
OLIO Financial Planning
Virginia
$225K
SPC
438
Sigma Planning Corp
Michigan
$222K +$223K +8,648 New
NDBT
439
North Dallas Bank & Trust
Texas
$220K
ADL
440
Asset Dedication LLC
California
$220K
VA
441
VestGen Advisors
Illinois
$220K +$223K +8,636 New
SCM
442
SCS Capital Management
Massachusetts
$218K +$220K +8,519 New
EFG
443
Ehrlich Financial Group
California
$218K
IWP
444
Integrity Wealth Partners
California
$214K +$216K +8,358 New
RIA
445
Realta Investment Advisors
Delaware
$213K -$7.28K -282 -3%
GIA
446
Gladstone Institutional Advisory
Florida
$213K -$72.5K -2,810 -25%
ZIM
447
Zacks Investment Management
Illinois
$211K -$1.2M -46,654 -85%
CD
448
Capital Developers
North Carolina
$210K
MMA
449
Miracle Mile Advisors
California
$209K
RFC
450
Regions Financial Corp
Alabama
$205K +$206K +8,000 New