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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
PW
501
Pandora Wealth
Illinois
$1.28K +$1.26K +50 New
AIC
502
Archer Investment Corporation
Indiana
$1.22K
CPG
503
Cornerstone Planning Group
New Jersey
$1.18K +$1.19K +47 New
TFA
504
Transamerica Financial Advisors
Florida
$1K -$25 -1 -4%
BL
505
BFSG LLC
California
$767
CWM
506
Copia Wealth Management
Oregon
$664 +$656 +26 New
PIS
507
POM Investment Strategies
North Carolina
$639 +$631 +25 New
FWP
508
FAS Wealth Partners
Kansas
$360 +$353 +14 New
BWL
509
Bogart Wealth LLC
Virginia
$206
Barclays
510
Barclays
United Kingdom
$26
Russell Investments Group
511
Russell Investments Group
United Kingdom
$19 +$25 +1 New
PAS
512
Park Avenue Securities
New York
-$38.2M -1,527,961 Closed
IAA
513
Independent Advisor Alliance
North Carolina
-$17.1M -683,559 Closed
CIBC World Market
514
CIBC World Market
Ontario, Canada
-$6.14M -245,700 Closed
VPP
515
Vertex Planning Partners
Illinois
-$5.55M -221,941 Closed
FFS
516
Founders Financial Securities
Maryland
-$4.85M -193,887 Closed
CFG
517
Cooper Financial Group
California
-$2.36M -94,276 Closed
RIM
518
Redwood Investment Management
Arizona
-$1.59M -63,540 Closed
SWTS
519
Stonehaven Wealth & Tax Solutions
Wisconsin
-$1.1M -44,199 Closed
TSS
520
Two Sigma Securities
New York
-$832K -33,275 Closed
Charles Schwab
521
Charles Schwab
California
-$747K -29,903 Closed
QC
522
Quadrature Capital
United Kingdom
-$735K -29,416 Closed
KFS
523
Kelly Financial Services
Massachusetts
-$531K -21,234 Closed
KAS
524
KPP Advisory Services
Kentucky
-$378K -15,115 Closed
TCA
525
Transcend Capital Advisors
New Jersey
-$358K -14,342 Closed