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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 %
JCM
151
Jacobi Capital Management
Pennsylvania
$5.84M +$4.26M +166,589 +271%
APW
152
Austin Private Wealth
Texas
$5.8M +$5.17M +201,935 +821%
ICMP
153
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.67M +$135K +5,266 +2%
FPWM
154
FSB Premier Wealth Management
Iowa
$5.41M -$60.6K -2,369 -1%
MPW
155
Melone Private Wealth
Michigan
$5.39M -$45.5K -1,782 -0.8%
ALC
156
Alexander Labrunerie & Co
Missouri
$5.36M -$119K -4,654 -2%
GWM
157
Geneos Wealth Management
Colorado
$5.32M -$6.95M -271,622 -57%
LA
158
Lifeworks Advisors
Michigan
$5.29M -$70.6K -2,759 -1%
AWM
159
AE Wealth Management
Kansas
$5.27M +$367K +14,341 +7%
PA
160
Parallel Advisors
California
$5.26M +$710K +27,747 +16%
HAS
161
HBW Advisory Services
California
$5.16M +$590K +23,036 +13%
FIA
162
Foundations Investment Advisors
Arizona
$5.15M +$25.1K +981 +0.5%
BW
163
Balance Wealth
Ohio
$5.07M -$795K -31,062 -14%
JSL
164
JT Stratford LLC
Georgia
$4.88M -$11.2K -437 -0.2%
BMD
165
Better Money Decisions
New Mexico
$4.85M +$448K +17,490 +10%
AF
166
Allworth Financial
California
$4.84M -$93.6K -3,655 -2%
MWM
167
McMill Wealth Management
Nebraska
$4.81M -$108K -4,237 -2%
AWM
168
Avior Wealth Management
Nebraska
$4.57M +$63.7K +2,487 +1%
Goldman Sachs
169
Goldman Sachs
New York
$4.33M +$3.16M +123,370 +269%
BCM
170
Barden Capital Management
Texas
$4.31M -$123K -4,806 -3%
AQR Capital Management
171
AQR Capital Management
Connecticut
$4.21M +$952K +37,183 +29%
IWN
172
Independent Wealth Network
Iowa
$3.99M +$87.3K +3,412 +2%
FTA
173
Financial & Tax Architects
Missouri
$3.88M +$2.99M +116,743 +336%
SPA
174
Sentinel Pension Advisors
Massachusetts
$3.81M -$45.6K -1,781 -1%
TPWA
175
TRUE Private Wealth Advisors
Oregon
$3.67M +$592K +23,139 +19%