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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
0.66%
New
66
Increased
260
Reduced
162
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWS
101
Rochester Wealth Strategies
Michigan
$13M +$1.32M +51,064 +11%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$12.3M +$8.57M +332,348 +225%
GSWM
103
Golden State Wealth Management
California
$11.8M -$1.11M -43,088 -9%
CWM
104
Cornerstone Wealth Management
Missouri
$11.6M +$1.8M +69,688 +18%
CAL
105
Capital Analysts LLC
Pennsylvania
$11.5M +$2.77M +107,315 +31%
CFG
106
Copley Financial Group
California
$11M -$948K -36,761 -8%
SA
107
Stewardship Advisors
Pennsylvania
$10.9M -$308K -11,951 -3%
TFGT
108
TS Financial Group (TSFG)
Illinois
$10.8M +$149K +5,779 +1%
HighTower Advisors
109
HighTower Advisors
Illinois
$10.6M +$1.44M +55,662 +16%
RIM
110
Rockbridge Investment Management
New York
$10.6M -$257K -9,977 -2%
TCM
111
Towercrest Capital Management
Pennsylvania
$10M +$270K +10,473 +3%
Neuberger Berman Group
112
Neuberger Berman Group
New York
$9.93M +$9.67M +374,654 +2,882%
PAG
113
Private Advisory Group
Washington
$9.84M +$9.91M +383,954 New
ASW
114
Astoria Strategic Wealth
Texas
$9.83M -$529K -20,523 -5%
AP
115
Appleton Partners
Massachusetts
$9.78M +$1.14M +44,199 +13%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$9.29M -$230K -8,934 -2%
EFL
117
ERn Financial LLC
Wisconsin
$9.18M +$150K +5,798 +2%
NS
118
NBC Securities
Alabama
$9.01M +$1.25M +48,409 +16%
RA
119
RFG Advisory
Alabama
$8.98M -$3.42M -132,557 -27%
AWMG
120
Alliance Wealth Management Group
New Jersey
$8.87M +$296K +11,460 +3%
Jane Street
121
Jane Street
New York
$8.76M +$8.82M +342,008 New
VAG
122
VisionPoint Advisory Group
Texas
$8.65M +$505K +19,559 +6%
TF
123
Tenzing Financial
Virginia
$8.6M +$154K +5,966 +2%
FWI
124
Facet Wealth Inc
Maryland
$8.57M +$886K +34,342 +11%
ZF
125
Zhang Financial
Michigan
$8.54M +$2.1M +81,545 +32%