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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
KW
151
KWB Wealth
California
$6.46M -$126K -4,894 -2%
AFS
152
Amtrust Financial Services
New York
$6.42M
MPW
153
Melone Private Wealth
Michigan
$6.34M -$88.4K -3,427 -1%
Bank of New York Mellon
154
Bank of New York Mellon
New York
$6.2M +$2.15M +83,254 +52%
LCM
155
Lunt Capital Management
Utah
$6.07M +$427K +16,564 +8%
IFG
156
Independent Financial Group
California
$6.07M +$287K +11,142 +5%
Truist Financial
157
Truist Financial
North Carolina
$5.89M -$66.5K -2,577 -1%
FPWM
158
FSB Premier Wealth Management
Iowa
$5.81M +$345K +13,378 +6%
CAC
159
Certified Advisory Corp
Florida
$5.77M +$47.4K +1,836 +0.8%
KAS
160
Kestra Advisory Services
Texas
$5.56M +$611K +23,681 +12%
HAS
161
HBW Advisory Services
California
$5.55M +$67.7K +2,625 +1%
RI
162
Rinkey Investments
California
$5.47M +$1.96K +76 +0%
AWM
163
AE Wealth Management
Kansas
$5.36M +$465K +18,031 +9%
LA
164
Lifeworks Advisors
Michigan
$5.25M -$22K -854 -0.4%
BAM
165
Belpointe Asset Management
Nevada
$5.13M +$1.39M +53,849 +37%
PA
166
Parallel Advisors
California
$5.05M -$250K -9,707 -5%
BCM
167
Barden Capital Management
Texas
$5.02M +$216K +8,385 +4%
ALC
168
Alexander Labrunerie & Co
Missouri
$5.02M -$182K -7,041 -3%
TCWM
169
Total Clarity Wealth Management
Illinois
$5M -$85.5K -3,316 -2%
IA
170
IFP Advisors
Florida
$4.99M +$1.53M +59,200 +44%
VPP
171
Vertex Planning Partners
Illinois
$4.97M +$5.01M +194,162 New
CA
172
CWC Advisors
Oregon
$4.84M +$4.88M +189,057 New
EIA
173
Eldridge Investment Advisors
New Hampshire
$4.68M -$1.94M -75,019 -29%
AWM
174
Avior Wealth Management
Nebraska
$4.57M +$2.17K +84 +0%
GEM
175
Global Endowment Management
North Carolina
$4.36M +$559K +21,674 +15%