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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
GSEP
276
Golden State Equity Partners
California
$834K
OFG
277
Opulen Financial Group
Virginia
$828K
ATC
278
Argent Trust Co
Tennessee
$817K
FWP
279
Falcon Wealth Planning
California
$812K
CGFA
280
Colton Groome Financial Advisors
North Carolina
$804K
MFS
281
Mattson Financial Services
Michigan
$804K
TFG
282
Tilson Financial Group
New Jersey
$776K
ML
283
McAdam LLC
Pennsylvania
$774K
HFA
284
Hutchinson Financial Advisors
Virginia
$759K
NAS
285
Nicolet Advisory Services
Wisconsin
$758K
RCM
286
Raleigh Capital Management
North Carolina
$749K
TYCC
287
Texas Yale Capital Corp
Florida
$747K
CAS
288
Coppell Advisory Solutions
Texas
$737K
EWA
289
EverSource Wealth Advisors
Alabama
$734K
BWMG
290
Barnes Wealth Management Group
California
$725K
ZIM
291
Zacks Investment Management
Illinois
$701K
PW
292
Paladin Wealth
Minnesota
$697K
FL
293
FreeGulliver LLC
Louisiana
$674K
WFS
294
WealthGarden F.S.
California
$672K
FF
295
Farrell Financial
New York
$653K
FWM
296
Forza Wealth Management
Florida
$650K
IPW
297
Impact Partnership Wealth
Georgia
$629K
PC
298
Payne Capital
Oregon
$605K
MFA
299
Millington Financial Advisors
Illinois
$604K
FCH
300
Freestone Capital Holdings
Washington
$590K