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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
0.67%
New
66
Increased
260
Reduced
162
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAF
126
Values Added Financial
District of Columbia
$8.49M +$899K +34,842 +12%
SEIA
127
Signature Estate & Investment Advisors
California
$8.33M -$51.3K -1,988 -0.6%
UCFA
128
United Capital Financial Advisors
Texas
$8.15M +$1.1M +42,611 +15%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$8.12M -$836K -32,389 -9%
GKWIM
130
Gerber Kawasaki Wealth & Investment Management
California
$8.05M -$1.97M -76,524 -20%
NFG
131
Northeast Financial Group
Pennsylvania
$7.96M -$424K -16,418 -5%
WIA
132
World Investment Advisors
California
$7.9M +$744K +28,841 +10%
OFS
133
OneAscent Financial Services
Alabama
$7.82M +$7.88M +305,416 New
PWM
134
Perigon Wealth Management
California
$7.76M -$170K -6,588 -2%
Envestnet Portfolio Solutions
135
Envestnet Portfolio Solutions
Illinois
$7.72M +$3.32M +128,783 +75%
IWP
136
IAG Wealth Partners
Wisconsin
$7.71M +$180K +6,969 +2%
PFA
137
Pure Financial Advisors
California
$7.67M +$220K +8,517 +3%
CAG
138
Crestwood Advisors Group
Massachusetts
$7.66M -$254K -9,853 -3%
JCM
139
Jacobi Capital Management
Pennsylvania
$7.53M +$404K +15,654 +6%
SC
140
Savant Capital
Illinois
$7.45M +$29.4K +1,139 +0.4%
BCI
141
Brinker Capital Investments
Pennsylvania
$7.42M +$233K +9,028 +3%
VC
142
Vicus Capital
Pennsylvania
$7.34M +$1.19M +46,272 +19%
US Bancorp
143
US Bancorp
Minnesota
$7.3M -$730K -28,283 -9%
GWM
144
Geneos Wealth Management
Colorado
$7.26M +$1.54M +59,653 +27%
IAN
145
Integrated Advisors Network
Texas
$6.95M -$50.5K -1,958 -0.7%
PFG
146
PAX Financial Group
Texas
$6.91M +$470K +18,227 +7%
DC
147
Destiny Capital
Colorado
$6.86M -$556K -21,569 -7%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$6.7M +$6.74M +261,360 New
Ameriprise
149
Ameriprise
Minnesota
$6.67M +$477K +18,491 +8%
CIA
150
Concurrent Investment Advisors
Florida
$6.56M +$2.4M +93,095 +57%