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State Street SPDR Portfolio Aggregate Bond ETF

543 hedge funds and large institutions have $7.17B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 260 increasing their positions, 162 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 36

60% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 162

3% more funds holding

Funds holding: 526543 (+17)

2% more capital invested

Capital invested by funds: $7.04B → $7.17B (+$134M)

0.69% more ownership

Funds ownership: 76.62%77.31% (+0.69%)

2% less funds holding in top 10

Funds holding in top 10: 5554 (-1)

Holders
543
Holders Change
+17
Holders Change %
+3.23%
% of All Funds
6.69%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.67%
New
66
Increased
260
Reduced
162
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
501
Cherry Tree Wealth Management
Minnesota
$23.4K
KFP
502
Kerr Financial Planning
California
$23K +$23.1K +896 New
BFS
503
Bare Financial Services
Pennsylvania
$21.9K -$9.91K -384 -31%
HHCP
504
Hilton Head Capital Partners
South Carolina
$21.4K
1IA
505
1620 Investment Advisors
Massachusetts
$20.8K
RWPA
506
Richard W. Paul & Associates
Michigan
$18.6K
KCM
507
Key Capital Management
Tennessee
$18K +$18.1K +703 New
IAIM
508
International Assets Investment Management
Florida
$17.6K -$29.4K -1,140 -62%
OWP
509
ORG Wealth Partners
Texas
$16.8K
AIA
510
Aventus Investment Advisors
Florida
$16.6K +$103 +4 +0.6%
VNA
511
Valley National Advisers
Pennsylvania
$16K +$103 +4 +0.6%
MG
512
Mather Group
Illinois
$14.6K +$14.7K +571 New
PFM
513
Phillips Financial Management
Indiana
$12.9K +$77 +3 +0.6%
ZBNA
514
Zions Bancorporation, National Association
Utah
$12.9K +$13K +503 New
DWM
515
Dogwood Wealth Management
Kansas
$10K
DWS
516
Dynamic Wealth Strategies
California
$9.61K
CPG
517
Cornerstone Planning Group
New Jersey
$9.53K -$5.57K -216 -37%
SGFG
518
Silver Grove Financial Group
New York
$9.17K +$9.24K +358 New
MWM
519
Mascoma Wealth Management
New Hampshire
$8.69K +$8.75K +339 New
BlackRock
520
BlackRock
New York
$7.51K +$232 +9 +3%
NSIM
521
North Star Investment Management
Illinois
$7.33K +$52 +2 +0.7%
MAFA
522
MJT & Associates Financial Advisory
Minnesota
$6.58K -$13K -505 -66%
Allspring Global Investments
523
Allspring Global Investments
North Carolina
$5.94K +$5.99K +232 New
AIP
524
Ameritas Investment Partners
Nebraska
$5.5K +$774 +30 +16%
BC
525
Barrett & Company
Rhode Island
$4.02K