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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 %
SHF
451
Safe Harbor Fiduciary
Florida
$51.8K +$8.17K +319 +19%
HIA
452
Harbor Investment Advisory
Maryland
$50.9K
WIM
453
Westside Investment Management
California
$47.8K
RFA
454
Reyes Financial Architecture
California
$46.6K
BTI
455
Blue Trust Inc
Georgia
$43.5K +$43.5K +1,701 New
IWM
456
IMG Wealth Management
Florida
$34.8K
NP
457
NorthRock Partners
Minnesota
$34.7K
SPIA
458
Steward Partners Investment Advisory
New York
$32.5K +$17.3K +675 +113%
CVM
459
Cheviot Value Management
California
$32.5K
CIA
460
Cape Investment Advisory
Georgia
$30.8K -$6.89K -269 -18%
AWM
461
Ameliora Wealth Management
Switzerland
$30.7K
MCA
462
Midwest Capital Advisors
Michigan
$27.6K -$789K -30,791 -97%
Franklin Resources
463
Franklin Resources
California
$25.6K +$25.6K +1,000 New
AWM
464
Activest Wealth Management
Florida
$23.4K
RF
465
Rossby Financial
Florida
$23.1K -$1.28K -50 -5%
HWM
466
Hemington Wealth Management
Virginia
$22K -$909 -37 -4%
1IA
467
1620 Investment Advisors
Massachusetts
$20.8K
OWP
468
ORG Wealth Partners
Texas
$16.7K
NECFA
469
New England Capital Financial Advisors
Connecticut
$16.2K +$179 +7 +1%
VNA
470
Valley National Advisers
Pennsylvania
$15K +$147 +6 +1%
PFM
471
Phillips Financial Management
Indiana
$12.5K +$103 +4 +0.8%
CTWM
472
Cherry Tree Wealth Management
Minnesota
$10.9K
DWM
473
Dogwood Wealth Management
Kansas
$9.92K
DWS
474
Dynamic Wealth Strategies
California
$9.83K
Qube Research & Technologies (QRT)
475
Qube Research & Technologies (QRT)
United Kingdom
$9.57K