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State Street SPDR Portfolio Aggregate Bond ETF

488 hedge funds and large institutions have $6.7B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 215 increasing their positions, 186 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 186

0.22% less ownership

Funds ownership: 77.77%77.55% (-0.22%)

2% less capital invested

Capital invested by funds: $6.85B → $6.7B (-$153M)

3% less funds holding

Funds holding: 505488 (-17)

12% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 41

14% less funds holding in top 10

Funds holding in top 10: 6657 (-9)

Holders
488
Holders Change
-17
Holders Change %
-3.37%
% of All Funds
6.41%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
0.75%
New
36
Increased
215
Reduced
186
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMMS
251
Comprehensive Money Management Services
Florida
$1.29M +$5.25K +205 +0.4%
MSFS
252
Main Street Financial Solutions
Pennsylvania
$1.24M +$1.05K +41 +0.1%
FTA
253
Financial & Tax Architects
Missouri
$1.22M -$2.67M -104,177 -69%
Susquehanna International Group
254
Susquehanna International Group
Pennsylvania
$1.2M +$1.19M +46,495 New
Goldman Sachs
255
Goldman Sachs
New York
$1.19M -$3.16M -123,370 -73%
MCM
256
Mill Capital Management
North Carolina
$1.14M +$478K +18,665 +73%
KLI
257
Kelman-Lazarov Inc
Tennessee
$1.13M +$409K +15,968 +57%
RWA
258
Rooted Wealth Advisors
Illinois
$1.1M +$28.2K +1,100 +3%
PTC
259
Private Trust Company
Ohio
$1.08M +$243K +9,485 +29%
UAG
260
United Advisor Group
Ohio
$1.07M +$239K +9,356 +29%
TF
261
Tandem Financial
Colorado
$1.07M +$1.06M +41,431 New
WCFA
262
Walkner Condon Financial Advisors
Wisconsin
$1.04M +$89.1K +3,482 +10%
Envestnet Portfolio Solutions
263
Envestnet Portfolio Solutions
Illinois
$1.02M -$35.8M -1,396,949 -97%
DCC
264
Dow Chemical Company
Michigan
$1.02M +$1M +39,266 New
LA
265
LexAurum Advisors
Kansas
$1.01M +$131K +5,115 +15%
HWP
266
Hibernia Wealth Partners
Louisiana
$1M -$1.21M -47,302 -55%
FFA
267
Farther Finance Advisors
California
$993K +$347K +13,546 +54%
OBWG
268
Onyx Bridge Wealth Group
New York
$991K +$981K +38,345 New
KWS
269
Keystone Wealth Services
California
$987K -$4.27K -167 -0.4%
FI
270
FWG Investments
Kentucky
$975K -$481K -18,804 -33%
PAS
271
PKS Advisory Services
New York
$967K -$11.7K -457 -1%
WFP
272
Wrenne Financial Planning
Kentucky
$949K +$175K +6,834 +23%
CCM
273
Crabel Capital Management
California
$920K -$812K -31,721 -47%
MCA
274
MSH Capital Advisors
Arizona
$889K -$77.7K -3,037 -8%
MA
275
Mutual Advisors
Nebraska
$887K +$59K +2,307 +7%