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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
VWM
526
Valley Wealth Managers
New Jersey
-$344K -13,775 Closed
PA
527
PFG Advisors
Arizona
-$334K -13,366 Closed
4A
528
4Wealth Advisors
Illinois
-$330K -13,215 Closed
PFA
529
Peak Financial Advisors
Colorado
-$279K -11,180 Closed
AAS
530
Ameritas Advisory Services
Nebraska
-$257K -10,294 Closed
IPA
531
Investment Planning Advisors
Georgia
-$251K -10,026 Closed
SWIG
532
Strategic Wealth Investment Group
Kentucky
-$250K -10,009 Closed
CBT
533
CoreFirst Bank & Trust
Kansas
-$232K -9,291 Closed
PFA
534
Professional Financial Advisors
Nebraska
-$228K -9,117 Closed
Mercer Global Advisors
535
Mercer Global Advisors
Colorado
-$216K -8,663 Closed
GLLW
536
Graves Light Lenhart Wealth
Virginia
-$213K -8,536 Closed
CP
537
Castleview Partners
Texas
-$109K -4,349 Closed
Kayne Anderson Rudnick Investment Management
538
Kayne Anderson Rudnick Investment Management
California
-$87.9K -3,514 Closed
WWA
539
Wingate Wealth Advisors
Massachusetts
-$83.9K -3,356 Closed
OC
540
Oarsman Capital
Wisconsin
-$71.3K -2,853 Closed
WTFG
541
Wood Tarver Financial Group
Idaho
-$50K -2,002 Closed
FWM
542
FLP Wealth Management
Arkansas
-$36.9K -1,478 Closed
CFGS
543
Concourse Financial Group Securities
Alabama
-$30.5K -1,217 Closed
VHAM
544
Van Hulzen Asset Management
California
-$21.9K -877 Closed
TVWM
545
Tower View Wealth Management
Wisconsin
-$7.52K -301 Closed
FDW
546
Fourth Dimension Wealth
Ohio
-$6.4K -256 Closed