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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
SPIA
476
Steward Partners Investment Advisory
New York
$15.2K
VNA
477
Valley National Advisers
Pennsylvania
$15K +$101 +4 +0.7%
GFPC
478
Global Financial Private Client
Florida
$14.8K
HFS
479
Hughes Financial Services
Virginia
$14.2K +$14.1K +558 New
PFM
480
Phillips Financial Management
Indiana
$12.4K -$8.4K -333 -41%
CTWM
481
Cherry Tree Wealth Management
Minnesota
$10.9K
HNB
482
Huntington National Bank
Ohio
$10.6K
DWM
483
Dogwood Wealth Management
Kansas
$10K
DWS
484
Dynamic Wealth Strategies
California
$9.81K +$9.69K +384 New
Qube Research & Technologies (QRT)
485
Qube Research & Technologies (QRT)
United Kingdom
$9.55K -$1.19K -47 -11%
SIS
486
Sound Income Strategies
Florida
$9.43K
TPCW
487
TD Private Client Wealth
New York
$9.37K +$2.07K +82 +29%
BCMLT
488
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.27K +$50 +2 +0.6%
OSAM
489
O'Shaughnessy Asset Management
Connecticut
$8.1K +$7.97K +316 +31,600%
NSIM
490
North Star Investment Management
Illinois
$7.02K +$50 +2 +0.7%
BlackRock
491
BlackRock
New York
$6.72K -$656 -26 -9%
KWM
492
Kiker Wealth Management
Georgia
$4.85K
BC
493
Barrett & Company
Rhode Island
$4.01K
AIP
494
Ameritas Investment Partners
Nebraska
$3.92K -$1.11K -44 -22%
HT
495
Headlands Technologies
Illinois
$3.86K -$6.31K -250 -62%
CFS
496
Compass Financial Services
Iowa
$2.94K +$2.9K +115 New
IRC
497
Investors Research Corp
Georgia
$2.15K
AIM
498
Anchor Investment Management
South Carolina
$2.07K
FGAM
499
Financial Gravity Asset Management
Texas
$1.38K +$1.36K +54 New
CAWM
500
Capital A Wealth Management
Pennsylvania
$1.35K -$3.31K -131 -71%