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SPDR Portfolio Aggregate Bond ETF

505 hedge funds and large institutions have $6.42B invested in SPDR Portfolio Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 215 increasing their positions, 192 reducing their positions, and 35 closing their positions.

Holders
505
Holders Change
+8
Holders Change %
+1.61%
% of All Funds
6.86%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
0.86%
New
51
Increased
215
Reduced
192
Closed
35
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$8K
Name Market Value Shares Shares
Change
Shares
Change %
ACP
101
Aveo Capital Partners
Colorado
$11.4M 450,424 -45,920 -9%
TFGT
102
TS Financial Group (TSFG)
Illinois
$11.3M 440,566 +3,722 +0.9%
RIM
103
Rockbridge Investment Management
New York
$11M 431,365 +8,445 +2%
RWS
104
Rochester Wealth Strategies
Michigan
$10.9M 426,404 +426,404 New
MGIA
105
Moneta Group Investment Advisors
Missouri
$10.8M 423,065 -22,467 -5%
ASW
106
Astoria Strategic Wealth
Texas
$10.5M 411,946 -1,166 -0.3%
WWA
107
WCG Wealth Advisors
Nevada
$10.5M 411,363 -57,800 -12%
GKWIM
108
Gerber Kawasaki Wealth & Investment Management
California
$10.4M 405,393 -31,560 -7%
OFS
109
OneAscent Financial Services
Alabama
$10.2M 397,269 +4,714 +1%
HighTower Advisors
110
HighTower Advisors
Illinois
$10M 391,863 -482,950 -55%
PCA
111
Prosperity Capital Advisors
Ohio
$9.77M 383,012 +5,780 +2%
FWI
112
Facet Wealth Inc
Maryland
$9.77M 387,194 -10,305 -3%
FHA
113
Flagship Harbor Advisors
Massachusetts
$9.5M 371,821 +31,668 +9%
TCM
114
Towercrest Capital Management
Pennsylvania
$9.2M 360,414 +6,418 +2%
CWM
115
Cahaba Wealth Management
Georgia
$9.16M 358,559 -4,272 -1%
UCFA
116
United Capital Financial Advisors
Texas
$9.15M 358,402 +802 +0.2%
CAG
117
Crestwood Advisors Group
Massachusetts
$9.11M 356,623 -59,865 -14%
SC
118
Savant Capital
Illinois
$9M 352,463 -9,027 -2%
SFS
119
Security Financial Services
Indiana
$8.72M 341,607 +62,261 +22%
PFG
120
PAX Financial Group
Texas
$8.53M 334,152 +4,582 +1%
TVAMP
121
Tennessee Valley Asset Management Partners
Tennessee
$8.44M 330,346 +26,041 +9%
VAG
122
VisionPoint Advisory Group
Texas
$8.43M 329,887 +10,366 +3%
SEIA
123
Signature Estate & Investment Advisors
California
$8.4M 329,016 -7,772 -2%
NFG
124
Northeast Financial Group
Pennsylvania
$8.22M 321,779 -47,739 -13%
VAF
125
Values Added Financial
District of Columbia
$8.1M 317,016 +73,569 +30%