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State Street SPDR Portfolio Aggregate Bond ETF

479 hedge funds and large institutions have $6.65B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 211 increasing their positions, 183 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

14% less funds holding in top 10

Funds holding in top 10: 6657 (-9)

Holders
479
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
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
MCM
251
Mill Capital Management
North Carolina
$1.14M
KLI
252
Kelman-Lazarov Inc
Tennessee
$1.13M
RWA
253
Rooted Wealth Advisors
Illinois
$1.1M
PTC
254
Private Trust Company
Ohio
$1.08M
UAG
255
United Advisor Group
Ohio
$1.07M
TF
256
Tandem Financial
Colorado
$1.07M
WCFA
257
Walkner Condon Financial Advisors
Wisconsin
$1.04M
Envestnet Portfolio Solutions
258
Envestnet Portfolio Solutions
Illinois
$1.02M
DCC
259
Dow Chemical Company
Michigan
$1.02M
LA
260
LexAurum Advisors
Kansas
$1.01M
HWP
261
Hibernia Wealth Partners
Louisiana
$1M
FFA
262
Farther Finance Advisors
California
$993K
OBWG
263
Onyx Bridge Wealth Group
New York
$991K
KWS
264
Keystone Wealth Services
California
$987K
FI
265
FWG Investments
Kentucky
$975K
PAS
266
PKS Advisory Services
New York
$967K
WFP
267
Wrenne Financial Planning
Kentucky
$949K
CCM
268
Crabel Capital Management
California
$920K
MCA
269
MSH Capital Advisors
Arizona
$889K
MA
270
Mutual Advisors
Nebraska
$887K
VH
271
Visionary Horizons
Tennessee
$875K
LIA
272
Lynx Investment Advisory
District of Columbia
$867K
MPW
273
Magnolia Private Wealth
Pennsylvania
$860K
SMI
274
Shelter Mutual Insurance
Missouri
$851K
AF
275
Advisornet Financial
Minnesota
$837K