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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
CL
201
CVFG LLC
Indiana
$2.61M +$228K +9,044 +10%
HIIFS
202
Harel Insurance Investments & Financial Services
Israel
$2.6M +$65.3K +2,588 +3%
RCWM
203
Red Crane Wealth Management
California
$2.52M -$66.5K -2,634 -3%
BFA
204
Brown Financial Advisors
Ohio
$2.49M -$236K -9,358 -9%
IA
205
IFP Advisors
Florida
$2.49M +$163K +6,453 +7%
Comerica Bank
206
Comerica Bank
Texas
$2.41M -$84.9K -3,364 -3%
SFS
207
Sowell Financial Services
Arkansas
$2.41M +$106K +4,215 +5%
CFGF
208
Compass Financial Group (Florida)
Florida
$2.4M -$46.3K -1,835 -2%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$2.31M +$165K +6,552 +8%
TWP
210
Tempus Wealth Planning
California
$2.29M -$219K -8,689 -9%
MFG
211
Merit Financial Group
Georgia
$2.24M -$1.13M -44,722 -34%
FA
212
Fermata Advisors
California
$2.23M +$164K +6,495 +8%
RPSA
213
Richard P. Slaughter Associates
Texas
$2.18M +$1.61M +63,953 +301%
LSL
214
Legacy Solutions LLC
Pennsylvania
$2.15M +$55.3K +2,191 +3%
IFG
215
Independent Financial Group
California
$2.14M -$82.3K -3,263 -4%
PWG
216
Private Wealth Group
Florida
$2.14M -$152K -6,041 -7%
PIFP
217
Partners in Financial Planning
Virginia
$2.09M -$287K -11,380 -12%
SCM
218
Steele Capital Management
Iowa
$2.04M +$513K +20,321 +34%
T. Rowe Price Associates
219
T. Rowe Price Associates
Maryland
$2.04M +$2.01M +79,650 New
SAM
220
Smartleaf Asset Management
Massachusetts
$2.01M +$83.3K +3,301 +4%
PFA
221
Pinnacle Family Advisors
Missouri
$2M -$95.4K -3,780 -5%
AWG
222
Altus Wealth Group
Colorado
$1.98M -$87.2K -3,456 -4%
PWP
223
Precedent Wealth Partners
Texas
$1.96M -$200K -7,912 -9%
Citigroup
224
Citigroup
New York
$1.93M -$1.42M -56,372 -43%
MWM
225
Meridian Wealth Management
Kentucky
$1.9M +$114K +4,526 +6%