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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
LPL Financial
1
LPL Financial
California
$589M -$66.6M -2,640,999 -10%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$407M -$9.41M -373,060 -2%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$300M -$27.1M -1,075,695 -8%
State Street
4
State Street
Massachusetts
$296M +$35.7M +1,415,138 +14%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$291M +$10.8M +428,187 +4%
Cerity Partners
6
Cerity Partners
New York
$254M +$14.3M +565,051 +6%
RIG
7
RiverFront Investment Group
Virginia
$198M +$8.93M +353,884 +5%
PAG
8
Private Advisor Group
New Jersey
$123M +$24.8M +982,629 +26%
GI
9
Gradient Investments
Minnesota
$104M -$7.09M -280,971 -6%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$96M -$21.1M -834,978 -18%
Osaic Holdings
11
Osaic Holdings
Arizona
$95M -$9.8M -388,300 -9%
WCWM
12
Willow Creek Wealth Management
California
$91.3M +$2.44M +96,577 +3%
TFA
13
Tobias Financial Advisors
Florida
$84.3M +$4.18M +165,731 +5%
RA
14
Rational Advisors
New York
$78.8M -$7.68M -304,234 -9%
UF
15
Univest Financial
Pennsylvania
$75.1M +$18.2M +721,570 +33%
BAAM
16
Baker Avenue Asset Management
California
$74.5M +$1.69M +66,865 +2%
GLA
17
Good Life Advisors
Pennsylvania
$71M +$1.13M +44,679 +2%
Raymond James Financial
18
Raymond James Financial
Florida
$70.4M +$357K +14,143 +0.5%
JP Morgan Chase
19
JP Morgan Chase
New York
$65.3M +$944K +37,399 +1%
EH
20
Equitable Holdings
New York
$62.6M -$9.05M -358,870 -13%
KW
21
KWB Wealth
California
$61.3M -$1.37M -54,218 -2%
GVAG
22
Great Valley Advisor Group
Delaware
$60M +$6.31M +250,030 +12%
NEWAS
23
N.E.W. Advisory Services
Wisconsin
$58.3M +$5.74M +227,510 +11%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$56.8M -$4.66M -184,771 -8%
GLR
25
Great Lakes Retirement
Ohio
$53.6M +$1.64M +64,818 +3%