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State Street SPDR Portfolio Aggregate Bond ETF

503 hedge funds and large institutions have $6.85B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 227 increasing their positions, 193 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
51
Convergence Financial
Missouri
$28.8M
APC
52
Aspire Private Capital
North Carolina
$28.5M
CCFM
53
Clear Creek Financial Management
Washington
$28.1M
MD
54
Money Design
Japan
$28.1M
AWA
55
Arete Wealth Advisors
Illinois
$27.8M
Mariner
56
Mariner
Kansas
$27.7M
T
57
TrueFG
Texas
$27.4M
LPAM
58
Lodestar Private Asset Management
California
$27.1M
UBS Group
59
UBS Group
Switzerland
$26.9M
IWM
60
IHT Wealth Management
Illinois
$26.5M
CIC
61
Cutler Investment Counsel
Oregon
$26.2M
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$25.4M
AP
63
Americana Partners
Texas
$24.6M
RWM
64
Reston Wealth Management
Virginia
$23.8M
AA
65
Advisory Alpha
Michigan
$23.3M
BA
66
Bristlecone Advisors
Washington
$23.2M
WFPG
67
Waller Financial Planning Group
Ohio
$22.4M
B
68
Bensler
Washington
$22.4M
LEFP
69
Leading Edge Financial Planning
Tennessee
$21.6M
AC
70
Apella Capital
Connecticut
$21.2M
MML Investors Services
71
MML Investors Services
Massachusetts
$20.9M
WIM
72
WealthPlan Investment Management
Nebraska
$20.8M
PWPS
73
Pinnacle Wealth Planning Services
Ohio
$20.3M
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$20.3M
Jones Financial Companies
75
Jones Financial Companies
Missouri
$19.8M