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SPDR Portfolio Aggregate Bond ETF

498 hedge funds and large institutions have $6.79B invested in SPDR Portfolio Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 226 increasing their positions, 189 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-7
Holders Change %
-1.39%
% of All Funds
6.68%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
0.89%
New
37
Increased
226
Reduced
189
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OFS
101
OneAscent Financial Services
Alabama
$9.91M -$251K -9,813 -2%
GRP
102
Global Retirement Partners
California
$9.87M +$9.87M +385,454 New
GKWIM
103
Gerber Kawasaki Wealth & Investment Management
California
$9.86M -$513K -20,049 -5%
LFG
104
Larson Financial Group
Missouri
$9.67M -$2.77M -108,286 -22%
FWI
105
Facet Wealth Inc
Maryland
$9.56M -$287K -11,287 -3%
CWM
106
Cahaba Wealth Management
Georgia
$8.99M -$190K -7,434 -2%
RWS
107
Rochester Wealth Strategies
Michigan
$8.98M -$1.93M -75,489 -18%
TCM
108
Towercrest Capital Management
Pennsylvania
$8.93M -$301K -11,775 -3%
CF
109
Cyr Financial
Illinois
$8.91M +$810K +31,623 +10%
Jane Street
110
Jane Street
New York
$8.9M -$12.5M -487,733 -58%
VAG
111
VisionPoint Advisory Group
Texas
$8.84M +$391K +15,257 +5%
SFS
112
Security Financial Services
Indiana
$8.77M +$26.5K +1,037 +0.3%
TVAMP
113
Tennessee Valley Asset Management Partners
Tennessee
$8.75M +$289K +11,282 +3%
CAG
114
Crestwood Advisors Group
Massachusetts
$8.64M -$492K -19,206 -5%
Truist Financial
115
Truist Financial
North Carolina
$8.61M +$1.47M +57,441 +21%
UCFA
116
United Capital Financial Advisors
Texas
$8.41M -$765K -29,892 -8%
NFG
117
Northeast Financial Group
Pennsylvania
$8.34M +$103K +4,007 +1%
SEIA
118
Signature Estate & Investment Advisors
California
$8.32M -$101K -3,947 -1%
SC
119
Savant Capital
Illinois
$8.32M -$707K -27,610 -8%
DC
120
Destiny Capital
Colorado
$8.02M -$52.3K -2,041 -0.6%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$7.92M +$250K +9,769 +3%
GWP
122
Gateway Wealth Partners
Wisconsin
$7.92M +$647K +25,262 +9%
AWMG
123
Alliance Wealth Management Group
New Jersey
$7.84M -$277K -10,813 -3%
WAAG
124
Wealth Alliance Advisory Group
Kansas
$7.83M -$3K -117 -0%
AP
125
Appleton Partners
Massachusetts
$7.79M +$321K +12,532 +4%