SPAB icon

State Street SPDR Portfolio Aggregate Bond ETF

513 hedge funds and large institutions have $6.98B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 252 increasing their positions, 146 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$606M
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$468M
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$392M
State Street
4
State Street
Massachusetts
$319M
Cerity Partners
5
Cerity Partners
New York
$301M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$235M
RIG
7
RiverFront Investment Group
Virginia
$199M
HI
8
Horizon Investments
North Carolina
$183M
ETC
9
Exchange Traded Concepts
Oklahoma
$182M
Bank of America
10
Bank of America
North Carolina
$122M
Osaic Holdings
11
Osaic Holdings
Arizona
$107M
TFA
12
Tobias Financial Advisors
Florida
$101M
GI
13
Gradient Investments
Minnesota
$96.4M
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$95.4M
USAA
15
United Services Automobile Association
Texas
$91.6M
BAAM
16
Baker Avenue Asset Management
California
$85M
UF
17
Univest Financial
Pennsylvania
$79.2M
JP Morgan Chase
18
JP Morgan Chase
New York
$72.4M
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$72.1M
RA
20
Rational Advisors
New York
$71.7M
Raymond James Financial
21
Raymond James Financial
Florida
$68.4M
KWM
22
Kingsview Wealth Management
Oregon
$63.9M
Morgan Stanley
23
Morgan Stanley
New York
$62.9M
GLR
24
Great Lakes Retirement
Ohio
$58.8M
ACM
25
AlphaStar Capital Management
North Carolina
$58.7M