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State Street SPDR Portfolio Aggregate Bond ETF

526 hedge funds and large institutions have $7.04B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 254 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 31

72% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 148

8% more funds holding

Funds holding: 488526 (+38)

5% more capital invested

Capital invested by funds: $6.7B → $7.04B (+$340M)

0.93% less ownership

Funds ownership: 77.55%76.62% (-0.93%)

4% less funds holding in top 10

Funds holding in top 10: 5755 (-2)

Holders
526
Holders Change
+38
Holders Change %
+7.79%
% of All Funds
6.4%
Holding in Top 10
55
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.51%
% of All Funds
0.67%
New
77
Increased
254
Reduced
148
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRPW
251
Ballast Rock Private Wealth
South Carolina
$1.47M +$1.48M +57,053 New
DWP
252
Destiny Wealth Partners
Florida
$1.43M -$32.3K -1,248 -2%
APA
253
Astoria Portfolio Advisors
New York
$1.42M -$80.1K -3,096 -5%
NRI
254
NFP Retirement Inc
California
$1.42M +$18.5K +713 +1%
BW
255
Balance Wealth
Ohio
$1.42M -$133K -5,122 -9%
ZIM
256
Zacks Investment Management
Illinois
$1.41M +$719K +27,785 +102%
GSIS
257
Global Strategic Investment Solutions
Arizona
$1.4M +$18.8K +726 +1%
FFBTD
258
First Financial Bank - Trust Division
Ohio
$1.38M -$66.5K -2,570 -5%
ASN
259
Advisory Services Network
Georgia
$1.37M +$1.28M +49,411 +1,293%
UAG
260
United Advisor Group
Ohio
$1.35M +$286K +11,035 +27%
SWM
261
Scissortail Wealth Management
Oklahoma
$1.32M +$7.01K +271 +0.5%
CAG
262
Carroll Advisory Group
Texas
$1.31M +$1.32M +50,945 New
RCWM
263
Red Crane Wealth Management
California
$1.31M -$197K -7,629 -13%
CMMS
264
Comprehensive Money Management Services
Florida
$1.28M
OMC
265
Old Mission Capital
Illinois
$1.28M -$2.42M -93,685 -65%
FTA
266
Financial & Tax Architects
Missouri
$1.27M +$54.8K +2,118 +4%
PTC
267
Private Trust Company
Ohio
$1.26M +$188K +7,264 +17%
KLI
268
Kelman-Lazarov Inc
Tennessee
$1.22M +$93.8K +3,625 +8%
ACA
269
Arsenal Capital Advisors
Pennsylvania
$1.21M +$1.21M +46,813 New
AWG
270
Altus Wealth Group
Colorado
$1.17M -$154K -5,959 -12%
ARC
271
Advisor Resource Council
Texas
$1.16M +$1.16M +44,940 New
RWA
272
Rooted Wealth Advisors
Illinois
$1.1M +$5.8K +224 +0.5%
PFA
273
Pinnacle Family Advisors
Missouri
$1.07M -$964K -37,242 -47%
WCFA
274
Walkner Condon Financial Advisors
Wisconsin
$1.04M +$9.08K +351 +0.9%
VT
275
Vise Technologies
New York
$1.03M +$691K +26,697 +198%