We are live on ! Find out more
SPAB icon

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
0.66%
New
66
Increased
260
Reduced
162
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
176
UBS AM
Illinois
$4.34M +$4.19M +162,238 +2,305%
AF
177
Allworth Financial
California
$4.3M -$141K -5,453 -3%
CFD
178
Creative Financial Designs
Indiana
$4.25M +$91.4K +3,543 +2%
AWA
179
Arkadios Wealth Advisors
Georgia
$4.15M +$4.18M +162,128 New
BOC
180
Bull Oak Capital
California
$4.13M +$552K +21,398 +15%
LFG
181
Larson Financial Group
Missouri
$4.12M -$1.76M -68,134 -30%
AI
182
Auour Investments
Massachusetts
$3.94M +$97.9K +3,794 +3%
CFG
183
Capital Financial Group
Colorado
$3.88M +$579K +22,449 +17%
CL
184
CVFG LLC
Indiana
$3.85M +$240K +9,303 +7%
MFS
185
McNamara Financial Services
Massachusetts
$3.75M +$247K +9,579 +7%
NI
186
NYL Investors
New York
$3.66M +$130K +5,051 +4%
RFW
187
Rainier Family Wealth
Washington
$3.66M +$757K +29,329 +26%
JSL
188
JT Stratford LLC
Georgia
$3.56M +$81.8K +3,169 +2%
PCA
189
Prosperity Capital Advisors
Ohio
$3.49M -$1.55M -60,038 -31%
RCM
190
Raleigh Capital Management
North Carolina
$3.46M +$1.68M +65,291 +93%
WCM
191
WealthTrak Capital Management
Virginia
$3.39M +$316K +12,254 +10%
CFA
192
Cahill Financial Advisors
Minnesota
$3.29M +$138K +5,365 +4%
PWP
193
Precedent Wealth Partners
Texas
$3.23M +$288K +11,173 +10%
SFS
194
Sowell Financial Services
Arkansas
$3.17M +$420K +16,295 +15%
AI
195
Atria Investments
North Carolina
$3.13M +$752K +29,162 +31%
AFM
196
Aspetuck Financial Management
Connecticut
$3.05M
PC
197
PCB Capital
New Jersey
$3.02M +$301K +11,677 +11%
CA
198
CGN Advisors
Kansas
$3.02M +$71.6K +2,776 +2%
SPA
199
Sentinel Pension Advisors
Massachusetts
$2.93M -$2.81K -109 -0.1%
HAG
200
HighPoint Advisor Group
Illinois
$2.92M +$380K +14,742 +15%