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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
AI
51
Arrien Investments
Idaho
$28.1M +$411K +16,283 +1%
T
52
TrueFG
Texas
$27.1M +$666K +26,404 +3%
MD
53
Money Design
Japan
$26.7M -$1.02M -40,397 -4%
LPAM
54
Lodestar Private Asset Management
California
$26.2M +$203K +8,040 +0.8%
B
55
Bensler
Washington
$25.8M -$1.48M -58,834 -5%
CIC
56
Cutler Investment Counsel
Oregon
$25.1M +$3.4M +134,889 +16%
AWA
57
Arete Wealth Advisors
Illinois
$24.5M +$2.41M +95,364 +11%
OIA
58
OneDigital Investment Advisors
Kansas
$24.4M -$2.52M -99,962 -9%
BA
59
Bristlecone Advisors
Washington
$23.7M -$1.48M -58,795 -6%
RWM
60
Reston Wealth Management
Virginia
$23.6M -$4.14M -164,199 -15%
UBS Group
61
UBS Group
Switzerland
$23.4M +$16.2M +642,670 +235%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$23.3M +$1.3M +51,457 +6%
AP
63
Americana Partners
Texas
$22.9M +$7.36M +291,699 +48%
AA
64
Advisory Alpha
Michigan
$22.3M +$830K +32,891 +4%
WFPG
65
Waller Financial Planning Group
Ohio
$22M -$1.63M -64,652 -7%
BS
66
Banco Santander
Spain
$21.9M +$53.1K +2,105 +0.2%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$21.5M -$133K -5,256 -0.6%
AO
68
Advisor OS
Illinois
$21.4M +$20.9M +828,830 +7,829%
Jane Street
69
Jane Street
New York
$21.3M +$13.7M +543,447 +186%
APC
70
Aspire Private Capital
North Carolina
$20.8M +$5.93M +234,921 +41%
LEFP
71
Leading Edge Financial Planning
Tennessee
$20.7M +$820K +32,505 +4%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$20.3M +$1.03M +40,793 +5%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$20.1M +$1.24M +49,286 +7%
PWPS
74
Pinnacle Wealth Planning Services
Ohio
$19.8M +$1.01M +40,010 +5%
WIM
75
WealthPlan Investment Management
Nebraska
$19.7M +$530K +21,024 +3%