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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
VAF
126
Values Added Financial
District of Columbia
$8.1M +$1.86M +73,569 +30%
AWMG
127
Alliance Wealth Management Group
New Jersey
$8.1M +$233K +9,220 +3%
CF
128
Cyr Financial
Illinois
$8.08M +$260K +10,292 +3%
DC
129
Destiny Capital
Colorado
$8.05M -$1.32M -52,480 -14%
Ameriprise
130
Ameriprise
Minnesota
$7.84M +$3.54M +140,318 +84%
EIA
131
Eldridge Investment Advisors
New Hampshire
$7.82M -$782K -31,005 -9%
WAAG
132
Wealth Alliance Advisory Group
Kansas
$7.82M +$1.29M +51,091 +20%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$7.66M -$353K -13,992 -4%
AA
134
ACT Advisors
North Carolina
$7.56M +$7.47M +296,023 New
BWA
135
Burt Wealth Advisors
Maryland
$7.46M -$381K -15,105 -5%
AP
136
Appleton Partners
Massachusetts
$7.45M +$390K +15,445 +6%
IAN
137
Integrated Advisors Network
Texas
$7.41M -$290K -11,476 -4%
PFA
138
Pure Financial Advisors
California
$7.3M -$40.5K -1,604 -0.6%
GWP
139
Gateway Wealth Partners
Wisconsin
$7.25M +$246K +9,769 +4%
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$7.2M -$447K -17,725 -6%
Truist Financial
141
Truist Financial
North Carolina
$7.13M -$500K -19,833 -7%
CWM
142
Cornerstone Wealth Management
Missouri
$6.95M +$488K +19,347 +8%
CWM
143
CIBC World Markets
New York
$6.64M -$37K -1,467 -0.6%
PWM
144
Perigon Wealth Management
California
$6.57M +$1.24M +48,957 +23%
AFS
145
Amtrust Financial Services
New York
$6.4M
CAC
146
Certified Advisory Corp
Florida
$6.39M +$169K +6,679 +3%
AAS
147
Avantax Advisory Services
Texas
$6.2M +$597K +23,675 +11%
EFL
148
ERn Financial LLC
Wisconsin
$6.12M +$268K +10,613 +5%
LCM
149
Lunt Capital Management
Utah
$5.95M +$128K +5,085 +2%
BW
150
Balance Wealth
Ohio
$5.85M +$5.78M +229,009 New