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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
BMD
176
Better Money Decisions
New Mexico
$4.39M +$14.2K +564 +0.3%
TCWM
177
Total Clarity Wealth Management
Illinois
$4.25M -$48.2K -1,911 -1%
IWN
178
Independent Wealth Network
Iowa
$3.89M -$2.25K -89 -0.1%
SPA
179
Sentinel Pension Advisors
Massachusetts
$3.84M -$570K -22,608 -13%
SW
180
Simplicity Wealth
New Jersey
$3.68M +$3.64M +144,253 New
NI
181
NYL Investors
New York
$3.56M +$55.5K +2,200 +2%
AI
182
Auour Investments
Massachusetts
$3.55M -$80.7K -3,198 -2%
BB
183
Busey Bank
Illinois
$3.33M -$43.3K -1,718 -1%
AWA
184
Aquire Wealth Advisors
Utah
$3.26M -$139K -5,495 -4%
AQR Capital Management
185
AQR Capital Management
Connecticut
$3.25M +$1.51M +60,028 +89%
FAIM
186
Financial Advocates Investment Management
Washington
$3.23M +$1.11M +43,844 +53%
IWC
187
Integrated Wealth Concepts
Massachusetts
$3.18M -$163K -6,467 -5%
DWM
188
Destination Wealth Management
California
$3.14M -$690K -27,355 -18%
TPWA
189
TRUE Private Wealth Advisors
Oregon
$3.07M +$934K +37,009 +45%
AFM
190
Aspetuck Financial Management
Connecticut
$3.04M -$3.15K -125 -0.1%
TA
191
TrueWealth Advisors
Alabama
$3.01M -$930K -36,847 -24%
CA
192
CGN Advisors
Kansas
$2.89M +$212K +8,403 +8%
WCM
193
WealthTrak Capital Management
Virginia
$2.87M +$40.2K +1,593 +1%
GEM
194
Global Endowment Management
North Carolina
$2.8M +$23.7K +941 +0.9%
CFA
195
Cahill Financial Advisors
Minnesota
$2.76M +$35.7K +1,415 +1%
SWP
196
Stratos Wealth Partners
Ohio
$2.76M +$590K +23,383 +28%
ATPW
197
Ashton Thomas Private Wealth
Arizona
$2.73M -$558K -22,101 -17%
OGF
198
Orin Green Financial
California
$2.71M +$2.72M +107,743 New
RCM
199
Raleigh Capital Management
North Carolina
$2.71M +$398K +15,779 +18%
BIM
200
Breakwater Investment Management
Washington
$2.66M +$12.9K +511 +0.5%