We are live on ! Find out more
SPAB icon

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
MW
76
Mueller Wealth
Wisconsin
$21.8M +$2.31M +89,709 +12%
MGIA
77
Moneta Group Investment Advisors
Missouri
$21.8M +$644K +24,982 +3%
MML Investors Services
78
MML Investors Services
Massachusetts
$20.1M +$138K +5,358 +0.7%
MCC
79
Money Concepts Capital
Florida
$19.5M +$115K +4,470 +0.6%
IWM
80
IHT Wealth Management
Illinois
$19.2M -$405K -15,680 -2%
AQR Capital Management
81
AQR Capital Management
Connecticut
$18.8M +$3.85M +149,213 +25%
WFS
82
Weitzel Financial Services
Iowa
$18.2M +$429K +16,614 +2%
KCAM
83
Kagan Cocozza Asset Management
New Jersey
$17.9M -$1.09M -42,370 -6%
AO
84
Advisor OS
Illinois
$17.6M +$17.3M +671,505 +3,979%
CIM
85
Capital Investment Management
Missouri
$17.2M +$1.82M +70,511 +12%
Wells Fargo
86
Wells Fargo
California
$16.7M -$1.55M -60,165 -8%
TVAMP
87
Tennessee Valley Asset Management Partners
Tennessee
$16.5M +$6.03M +233,738 +57%
NB
88
Nicolet Bankshares
Wisconsin
$16.2M +$16.3M +632,970 New
PAS
89
Park Avenue Securities
New York
$15.6M +$15.7M +609,551 New
B
90
Bensler
Washington
$15.3M -$4.84M -187,505 -24%
Corient Private Wealth
91
Corient Private Wealth
Florida
$15M -$23M -891,808 -60%
BPA
92
Beacon Pointe Advisors
California
$14.7M +$139K +5,394 +0.9%
SWM
93
SigFig Wealth Management
California
$14.6M +$943K +36,566 +7%
Stifel Financial
94
Stifel Financial
Missouri
$14.6M -$122K -4,721 -0.8%
UBS Group
95
UBS Group
Switzerland
$13.6M +$3.85M +149,044 +39%
SW
96
Simplicity Wealth
New Jersey
$13.6M +$3.08M +119,317 +29%
CRFG
97
Columbia River Financial Group
Washington
$13.5M +$658K +25,497 +5%
FPFC
98
Financial Planning Fort Collins
Colorado
$13.4M +$1.77M +68,704 +15%
CF
99
Cyr Financial
Illinois
$13.1M +$1.01M +39,167 +8%
ARG
100
Advisory Resource Group
Oklahoma
$13M +$861K +33,371 +7%