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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
ZF
151
Zhang Financial
Michigan
$5.61M +$650K +25,763 +13%
VCM
152
Virtue Capital Management
Tennessee
$5.58M +$5.04M +199,873 +1,061%
ICMP
153
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.52M +$287K +11,385 +6%
ALC
154
Alexander Labrunerie & Co
Missouri
$5.46M -$372K -14,727 -6%
FPWM
155
FSB Premier Wealth Management
Iowa
$5.46M +$7.39K +293 +0.1%
IWP
156
IAG Wealth Partners
Wisconsin
$5.45M +$261K +10,329 +5%
MPW
157
Melone Private Wealth
Michigan
$5.44M +$51.2K +2,029 +1%
HF
158
HRT Financial
New York
$5.41M +$1.79M +71,144 +51%
LA
159
Lifeworks Advisors
Michigan
$5.35M -$518K -20,551 -9%
FIA
160
Foundations Investment Advisors
Arizona
$5.11M +$934K +37,012 +23%
HI
161
Horizon Investments
North Carolina
$5.02M -$303K -12,004 -6%
BCI
162
Brinker Capital Investments
Pennsylvania
$4.93M +$362K +14,366 +8%
OPS
163
Orion Portfolio Solutions
Nebraska
$4.93M +$362K +14,366 +8%
OMC
164
Old Mission Capital
Illinois
$4.92M -$2.05M -81,396 -30%
MWM
165
McMill Wealth Management
Nebraska
$4.91M -$370K -14,653 -7%
BOC
166
Bull Oak Capital
California
$4.9M -$3.24M -128,462 -40%
AWM
167
AE Wealth Management
Kansas
$4.89M -$320K -12,697 -6%
AF
168
Allworth Financial
California
$4.88M -$409K -16,229 -8%
JSL
169
JT Stratford LLC
Georgia
$4.88M +$59.1K +2,341 +1%
BIG
170
Brookwood Investment Group
Arizona
$4.83M +$4.77M +189,263 New
HAS
171
HBW Advisory Services
California
$4.56M +$69.7K +2,763 +2%
PA
172
Parallel Advisors
California
$4.54M -$545K -21,597 -11%
AWM
173
Avior Wealth Management
Nebraska
$4.49M -$50.9K -2,018 -1%
BCM
174
Barden Capital Management
Texas
$4.42M +$82.6K +3,276 +2%
AWS
175
Atria Wealth Solutions
New York
$4.39M -$170K -6,720 -4%