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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
0.67%
New
66
Increased
260
Reduced
162
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$633M +$31M +1,201,539 +5%
State Street
2
State Street
Massachusetts
$404M +$87.1M +3,377,947 +27%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$359M -$108M -4,192,224 -23%
Cerity Partners
4
Cerity Partners
New York
$325M +$26.4M +1,021,582 +9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$251M +$17M +658,732 +7%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$239M -$152M -5,881,647 -39%
RIG
7
RiverFront Investment Group
Virginia
$199M +$1M +38,832 +0.5%
HI
8
Horizon Investments
North Carolina
$184M +$2.12M +82,298 +1%
ETC
9
Exchange Traded Concepts
Oklahoma
$183M +$2.03M +78,680 +1%
TI
10
Tidal Investments
Wisconsin
$152M +$154M +5,964,025 New
Bank of America
11
Bank of America
North Carolina
$150M +$28.7M +1,112,552 +24%
Osaic Holdings
12
Osaic Holdings
Arizona
$111M +$5.31M +205,981 +5%
TFA
13
Tobias Financial Advisors
Florida
$107M +$7.06M +273,801 +7%
GI
14
Gradient Investments
Minnesota
$94.8M -$1.15M -44,392 -1%
BAAM
15
Baker Avenue Asset Management
California
$86.8M +$2.18M +84,655 +3%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$77.2M +$5.6M +217,043 +8%
CF
17
Convergence Financial
Missouri
$72.1M +$39.2M +1,518,612 +117%
Raymond James Financial
18
Raymond James Financial
Florida
$70.6M +$2.54M +98,352 +4%
KWM
19
Kingsview Wealth Management
Oregon
$69.1M +$5.5M +213,315 +9%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$68.4M -$26.5M -1,025,493 -28%
Morgan Stanley
21
Morgan Stanley
New York
$65.3M +$2.7M +104,704 +4%
JP Morgan Chase
22
JP Morgan Chase
New York
$62.9M -$9.1M -352,759 -13%
UF
23
Univest Financial
Pennsylvania
$61.9M -$17M -658,693 -21%
GLR
24
Great Lakes Retirement
Ohio
$60.4M +$1.96M +75,980 +3%
SIM
25
Stratos Investment Management
Ohio
$58.2M +$2.96M +114,900 +5%