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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
CRFG
101
Columbia River Financial Group
Washington
$11.4M +$944K +37,426 +9%
ACP
102
Aveo Capital Partners
Colorado
$11.4M -$1.16M -45,920 -9%
TFGT
103
TS Financial Group (TSFG)
Illinois
$11.3M +$93.9K +3,722 +0.9%
RIM
104
Rockbridge Investment Management
New York
$11M +$213K +8,445 +2%
RWS
105
Rochester Wealth Strategies
Michigan
$10.9M +$10.8M +426,404 New
MGIA
106
Moneta Group Investment Advisors
Missouri
$10.8M -$567K -22,467 -5%
ASW
107
Astoria Strategic Wealth
Texas
$10.5M -$29.4K -1,166 -0.3%
WWA
108
WCG Wealth Advisors
Nevada
$10.5M -$1.46M -57,800 -12%
GKWIM
109
Gerber Kawasaki Wealth & Investment Management
California
$10.4M -$796K -31,560 -7%
OFS
110
OneAscent Financial Services
Alabama
$10.2M +$119K +4,714 +1%
HighTower Advisors
111
HighTower Advisors
Illinois
$10M -$12.2M -482,950 -55%
PCA
112
Prosperity Capital Advisors
Ohio
$9.77M +$146K +5,780 +2%
FWI
113
Facet Wealth Inc
Maryland
$9.77M -$260K -10,305 -3%
FHA
114
Flagship Harbor Advisors
Massachusetts
$9.5M +$799K +31,668 +9%
TCM
115
Towercrest Capital Management
Pennsylvania
$9.2M +$162K +6,418 +2%
CWM
116
Cahaba Wealth Management
Georgia
$9.16M -$108K -4,272 -1%
UCFA
117
United Capital Financial Advisors
Texas
$9.15M +$20.2K +802 +0.2%
CAG
118
Crestwood Advisors Group
Massachusetts
$9.11M -$1.51M -59,865 -14%
SC
119
Savant Capital
Illinois
$8.89M -$341K -13,526 -4%
SFS
120
Security Financial Services
Indiana
$8.72M +$1.57M +62,261 +22%
PFG
121
PAX Financial Group
Texas
$8.53M +$116K +4,582 +1%
TVAMP
122
Tennessee Valley Asset Management Partners
Tennessee
$8.44M +$657K +26,041 +9%
VAG
123
VisionPoint Advisory Group
Texas
$8.43M +$262K +10,366 +3%
SEIA
124
Signature Estate & Investment Advisors
California
$8.4M -$196K -7,772 -2%
NFG
125
Northeast Financial Group
Pennsylvania
$8.22M -$1.2M -47,739 -13%