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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
CIBC Private Wealth Group
451
CIBC Private Wealth Group
Georgia
$56.5K
DJSG
452
D.J. St. Germain
Massachusetts
$52.4K -$2.27K -90 -4%
PA
453
PSI Advisors
Florida
$51.1K
HIA
454
Harbor Investment Advisory
Maryland
$50.7K
WIM
455
Westside Investment Management
California
$47.7K -$5.05K -200 -10%
RFA
456
Reyes Financial Architecture
California
$46.5K
SHF
457
Safe Harbor Fiduciary
Florida
$43.5K -$1.72K -68 -4%
SWM
458
Spire Wealth Management
Virginia
$40.4K +$39.9K +1,582 New
SIM
459
Synergy Investment Management
Florida
$39.1K
CIA
460
Cape Investment Advisory
Georgia
$37.6K +$278 +11 +0.8%
IWM
461
IMG Wealth Management
Florida
$34.7K -$10.4K -411 -23%
NP
462
NorthRock Partners
Minnesota
$34.6K
CVM
463
Cheviot Value Management
California
$32.1K +$32.1K +1,273 New
WWM
464
Wolff Wiese Magana
California
$31.4K +$404 +16 +1%
AWM
465
Ameliora Wealth Management
Switzerland
$30.6K
RF
466
Rossby Financial
Florida
$24.2K +$24K +951 New
AWM
467
Activest Wealth Management
Florida
$23.4K
HWM
468
Hemington Wealth Management
Virginia
$23K -$8.98K -356 -28%
AWM
469
Angeles Wealth Management
California
$22.7K +$22.4K +888 New
PWAM
470
Private Wealth Asset Management
Iowa
$21.2K +$21K +832 New
1IA
471
1620 Investment Advisors
Massachusetts
$20.8K
NMG
472
New Millennium Group
Utah
$19.8K +$19.6K +775 New
OWP
473
ORG Wealth Partners
Texas
$16.7K
NECFA
474
New England Capital Financial Advisors
Connecticut
$16K +$101 +4 +0.6%
CCM
475
Coldstream Capital Management
Washington
$15.3K +$15.1K +598 New