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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 %
OGF
201
Orin Green Financial
California
$2.74M -$23K -900 -0.8%
HIIFS
202
Harel Insurance Investments & Financial Services
Israel
$2.65M +$47.1K +1,840 +2%
CFD
203
Creative Financial Designs
Indiana
$2.64M +$1.05M +40,887 +66%
PIFP
204
Partners in Financial Planning
Virginia
$2.56M +$463K +18,102 +22%
Commonwealth Equity Services
205
Commonwealth Equity Services
Massachusetts
$2.47M -$4.75M -185,538 -66%
CFGF
206
Compass Financial Group (Florida)
Florida
$2.4M -$6.12K -239 -0.3%
SFS
207
Sowell Financial Services
Arkansas
$2.39M -$23.4K -915 -1%
Comerica Bank
208
Comerica Bank
Texas
$2.37M -$46.6K -1,822 -2%
BFA
209
Brown Financial Advisors
Ohio
$2.36M -$135K -5,284 -5%
TWP
210
Tempus Wealth Planning
California
$2.34M +$42.5K +1,661 +2%
VAS
211
Vestmark Advisory Solutions
Massachusetts
$2.3M +$2.3M +89,943 New
CAL
212
Capital Analysts LLC
Pennsylvania
$2.28M +$1.21M +47,313 +113%
ATPW
213
Ashton Thomas Private Wealth
Arizona
$2.25M -$485K -18,936 -18%
FHA
214
Flagship Harbor Advisors
Massachusetts
$2.25M -$7.27M -283,818 -76%
BFA
215
Brown Financial Advisory
Alabama
$2.23M +$1.83M +71,394 +453%
HWP
216
Hibernia Wealth Partners
Louisiana
$2.21M +$1.05M +41,058 +91%
IPWA
217
International Private Wealth Advisors
California
$2.16M +$515K +20,107 +31%
SCM
218
Steele Capital Management
Iowa
$2.16M +$111K +4,330 +5%
PWP
219
Precedent Wealth Partners
Texas
$2.16M +$191K +7,443 +10%
FA
220
Fermata Advisors
California
$2.16M -$77.3K -3,021 -3%
LSL
221
Legacy Solutions LLC
Pennsylvania
$2.15M +$51 +2 +0%
RPSA
222
Richard P. Slaughter Associates
Texas
$2.13M -$50K -1,954 -2%
MCA
223
Magnolia Capital Advisors
Mississippi
$2.12M +$433K +16,932 +26%
PWG
224
Private Wealth Group
Florida
$2.07M -$67.3K -2,627 -3%
T. Rowe Price Associates
225
T. Rowe Price Associates
Maryland
$2.04M