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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
VH
276
Visionary Horizons
Tennessee
$875K +$436K +17,042 +101%
LIA
277
Lynx Investment Advisory
District of Columbia
$867K -$122K -4,776 -12%
MPW
278
Magnolia Private Wealth
Pennsylvania
$860K -$25.6K -1,000 -3%
SMI
279
Shelter Mutual Insurance
Missouri
$851K
AF
280
Advisornet Financial
Minnesota
$837K -$2.33K -91 -0.3%
GSEP
281
Golden State Equity Partners
California
$834K +$123K +4,814 +18%
OFG
282
Opulen Financial Group
Virginia
$828K -$7.32K -286 -0.9%
ATC
283
Argent Trust Co
Tennessee
$817K -$11.2K -439 -1%
FWP
284
Falcon Wealth Planning
California
$812K -$26.8K -1,047 -3%
CGFA
285
Colton Groome Financial Advisors
North Carolina
$804K +$5.12K +200 +0.6%
MFS
286
Mattson Financial Services
Michigan
$804K +$22.3K +872 +3%
NFP
287
Narus Financial Partners
Utah
$781K +$38.5K +1,506 +5%
TFG
288
Tilson Financial Group
New Jersey
$776K -$52.5K -2,051 -6%
ML
289
McAdam LLC
Pennsylvania
$774K -$41.5K -1,621 -5%
HFA
290
Hutchinson Financial Advisors
Virginia
$759K +$96.1K +3,753 +15%
NAS
291
Nicolet Advisory Services
Wisconsin
$758K -$64.1K -2,506 -8%
RCM
292
Raleigh Capital Management
North Carolina
$749K -$5.87M -229,320 -89%
TYCC
293
Texas Yale Capital Corp
Florida
$747K +$253K +9,900 +52%
CAS
294
Coppell Advisory Solutions
Texas
$737K -$788K -30,804 -52%
EWA
295
EverSource Wealth Advisors
Alabama
$734K -$803K -31,371 -52%
BWMG
296
Barnes Wealth Management Group
California
$725K -$34.8K -1,359 -5%
ZIM
297
Zacks Investment Management
Illinois
$701K -$4.71K -184 -0.7%
PW
298
Paladin Wealth
Minnesota
$697K +$5.61K +219 +0.8%
FL
299
FreeGulliver LLC
Louisiana
$674K
WFS
300
WealthGarden F.S.
California
$672K +$128 +5 +0%