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State Street SPDR Portfolio Aggregate Bond ETF

486 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, 214 increasing their positions, 185 reducing their positions, and 41 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:

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
486
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
LIA
276
Lynx Investment Advisory
District of Columbia
$867K
MPW
277
Magnolia Private Wealth
Pennsylvania
$860K
SMI
278
Shelter Mutual Insurance
Missouri
$851K
AF
279
Advisornet Financial
Minnesota
$837K
GSEP
280
Golden State Equity Partners
California
$834K
OFG
281
Opulen Financial Group
Virginia
$828K
ATC
282
Argent Trust Co
Tennessee
$817K
FWP
283
Falcon Wealth Planning
California
$812K
CGFA
284
Colton Groome Financial Advisors
North Carolina
$804K
MFS
285
Mattson Financial Services
Michigan
$804K
NFP
286
Narus Financial Partners
Utah
$781K
TFG
287
Tilson Financial Group
New Jersey
$776K
ML
288
McAdam LLC
Pennsylvania
$774K
HFA
289
Hutchinson Financial Advisors
Virginia
$759K
NAS
290
Nicolet Advisory Services
Wisconsin
$758K
RCM
291
Raleigh Capital Management
North Carolina
$749K
TYCC
292
Texas Yale Capital Corp
Florida
$747K
CAS
293
Coppell Advisory Solutions
Texas
$737K
EWA
294
EverSource Wealth Advisors
Alabama
$734K
BWMG
295
Barnes Wealth Management Group
California
$725K
ZIM
296
Zacks Investment Management
Illinois
$701K
PW
297
Paladin Wealth
Minnesota
$697K
FL
298
FreeGulliver LLC
Louisiana
$674K
WFS
299
WealthGarden F.S.
California
$672K
FF
300
Farrell Financial
New York
$653K