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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
Creative Planning
76
Creative Planning
Kansas
$19.5M +$1.99M +78,790 +11%
CL
77
Choreo LLC
Illinois
$19.3M -$8.62M -341,671 -31%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$18.9M -$859K -34,045 -4%
MML Investors Services
79
MML Investors Services
Massachusetts
$18.6M +$1.67M +66,129 +10%
Wells Fargo
80
Wells Fargo
California
$18.3M -$2.17M -86,141 -11%
ARC
81
Advisor Resource Council
Texas
$18.2M +$18.5M +732,332 New
Jones Financial Companies
82
Jones Financial Companies
Missouri
$17.8M +$2.88M +114,268 +20%
MCC
83
Money Concepts Capital
Florida
$17.6M -$1.01M -40,096 -5%
Bank of America
84
Bank of America
North Carolina
$17.2M -$24.4K -968 -0.1%
WFS
85
Weitzel Financial Services
Iowa
$16.5M +$2.82M +111,754 +21%
KCAM
86
Kagan Cocozza Asset Management
New Jersey
$15.7M +$851K +33,736 +6%
TC
87
TownSquare Capital
Utah
$15.4M +$9.51M +376,974 +168%
SA
88
Stewardship Advisors
Pennsylvania
$14.6M +$563K +22,303 +4%
CFG
89
Copley Financial Group
California
$14.3M -$234K -9,265 -2%
BCM
90
Beaumont Capital Management
Massachusetts
$14.3M -$619K -24,520 -4%
RI
91
Rinkey Investments
California
$14.3M -$310K -12,287 -2%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$13.5M -$12M -475,632 -47%
GSWM
93
Golden State Wealth Management
California
$13.1M +$21.5K +854 +0.2%
AC
94
Apella Capital
Connecticut
$12.9M +$10.6M +418,413 +456%
LFG
95
Larson Financial Group
Missouri
$12.4M -$1.09M -43,112 -8%
Stifel Financial
96
Stifel Financial
Missouri
$12.3M -$249K -9,870 -2%
GWM
97
Geneos Wealth Management
Colorado
$12.2M +$6.73M +266,901 +126%
SWM
98
SigFig Wealth Management
California
$12.2M -$11K -435 -0.1%
RA
99
RFG Advisory
Alabama
$12M -$2.94M -116,417 -20%
ARG
100
Advisory Resource Group
Oklahoma
$11.8M +$1.13M +44,770 +11%