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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
0.66%
New
66
Increased
260
Reduced
162
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWN
201
Independent Wealth Network
Iowa
$2.89M -$1.98M -76,568 -40%
RPGK
202
Retirement Planning Group (Kansas)
Kansas
$2.81M +$2.83M +109,681 New
DWM
203
Destination Wealth Management
California
$2.7M -$410K -15,902 -13%
PIFP
204
Partners in Financial Planning
Virginia
$2.7M +$74.9K +2,902 +3%
Empower Advisory Group
205
Empower Advisory Group
Colorado
$2.66M +$121K +4,694 +5%
ATPW
206
Ashton Thomas Private Wealth
Arizona
$2.64M +$254K +9,842 +11%
AWA
207
Aquire Wealth Advisors
Utah
$2.63M -$158K -6,111 -6%
JCFM
208
JBR Co Financial Management
Oklahoma
$2.6M
OGF
209
Orin Green Financial
California
$2.57M -$9.7K -376 -0.4%
HI
210
Harbour Investments
Wisconsin
$2.52M +$745K +28,865 +41%
SWP
211
Stratos Wealth Partners
Ohio
$2.48M -$818K -31,701 -25%
BIM
212
Breakwater Investment Management
Washington
$2.46M +$769K +29,789 +45%
LSL
213
Legacy Solutions LLC
Pennsylvania
$2.43M +$134K +5,212 +6%
TWP
214
Tempus Wealth Planning
California
$2.37M +$67.6K +2,621 +3%
BB
215
Busey Bank
Illinois
$2.36M -$647K -25,087 -21%
EWA
216
EP Wealth Advisors
California
$2.34M -$1.14M -44,320 -33%
SAM
217
Smartleaf Asset Management
Massachusetts
$2.31M +$45.6K +1,768 +2%
CFGF
218
Compass Financial Group (Florida)
Florida
$2.26M -$12.9K -501 -0.6%
CWP
219
Core Wealth Partners
California
$2.22M -$279K -10,808 -11%
SCM
220
Steele Capital Management
Iowa
$2.16M -$26 -1 -0%
PWG
221
Private Wealth Group
Florida
$2.13M +$79.7K +3,091 +4%
IPWA
222
International Private Wealth Advisors
California
$2.11M +$338K +13,087 +19%
MCM
223
Mill Capital Management
North Carolina
$2.08M +$571K +22,129 +38%
WAS
224
Winch Advisory Services
Wisconsin
$2.07M +$54.8K +2,126 +3%
FA
225
Fermata Advisors
California
$2.05M -$7.38K -286 -0.4%