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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 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
Trilogy Capital
California
$52.5M
KW
27
KWB Wealth
California
$50.4M
SIM
28
Stratos Investment Management
Ohio
$50.3M
ACM
29
AlphaStar Capital Management
North Carolina
$48.9M
NA
30
NewEdge Advisors
Louisiana
$48.8M
PAS
31
Park Avenue Securities
New York
$44.6M
NEWAS
32
N.E.W. Advisory Services
Wisconsin
$44.4M
MCM
33
MAI Capital Management
Ohio
$43.9M
FSG
34
Financial Strategies Group
Michigan
$42.8M
GAG
35
GM Advisory Group
New York
$42.2M
Morgan Stanley
36
Morgan Stanley
New York
$41.8M
WA
37
Waverly Advisors
Alabama
$41.4M
CAAM
38
Cornerstone Advisors Asset Management
Pennsylvania
$37.6M
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$36.8M
MFS
40
McNamara Financial Services
Massachusetts
$35.5M
SMM
41
Stadion Money Management
Georgia
$35.3M
SC
42
Syon Capital
California
$33.7M
WMN
43
Wealth Management Nebraska
Nebraska
$32.2M
OIA
44
OneDigital Investment Advisors
Kansas
$31.5M
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$31.4M
TWM
46
Trinity Wealth Management
Pennsylvania
$31.3M
US Bancorp
47
US Bancorp
Minnesota
$30.2M
AI
48
Arrien Investments
Idaho
$29.1M
BS
49
Banco Santander
Spain
$28.8M
CF
50
Convergence Financial
Missouri
$28.8M