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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
ACM
26
AlphaStar Capital Management
North Carolina
$52.9M +$19.1K +759 +0%
TC
27
Trilogy Capital
California
$52.5M -$1.68M -66,492 -3%
KWM
28
Kingsview Wealth Management
Oregon
$52.5M -$3.64M -144,088 -7%
SIM
29
Stratos Investment Management
Ohio
$48.8M +$3.03M +120,123 +7%
NA
30
NewEdge Advisors
Louisiana
$45.2M -$1.37M -54,156 -3%
Morgan Stanley
31
Morgan Stanley
New York
$45M -$472K -18,692 -1%
GAG
32
GM Advisory Group
New York
$41.7M +$3.75M +148,735 +10%
MCM
33
MAI Capital Management
Ohio
$41.4M +$1.03M +40,954 +3%
FSG
34
Financial Strategies Group
Michigan
$41.2M +$226K +8,957 +0.6%
WA
35
Waverly Advisors
Alabama
$40.1M +$1.24M +49,092 +3%
SA
36
Sanctuary Advisors
Indiana
$39.9M -$19.2K -762 -0%
Mariner
37
Mariner
Kansas
$37.5M +$2.55M +101,108 +7%
SMM
38
Stadion Money Management
Georgia
$36.9M -$2.21M -87,610 -6%
MFS
39
McNamara Financial Services
Massachusetts
$35.1M +$2.71M +107,502 +8%
SC
40
Syon Capital
California
$33.8M -$57.5M -2,280,862 -63%
AssetMark Inc
41
AssetMark Inc
California
$33.5M +$3.74M +148,355 +13%
CAAM
42
Cornerstone Advisors Asset Management
Pennsylvania
$33.1M +$2.08M +82,607 +7%
WMN
43
Wealth Management Nebraska
Nebraska
$31.6M +$809K +32,048 +3%
CCFM
44
Clear Creek Financial Management
Washington
$31.1M +$8.69M +344,548 +40%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$31M +$1.23M +48,893 +4%
US Bancorp
46
US Bancorp
Minnesota
$29.9M +$450K +17,834 +2%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$29.4M +$1.8M +71,353 +7%
IWM
48
IHT Wealth Management
Illinois
$28.6M -$2.28M -90,360 -7%
CF
49
Convergence Financial
Missouri
$28.6M +$1.68M +66,461 +6%
TWM
50
Trinity Wealth Management
Pennsylvania
$28.4M +$374K +14,837 +1%