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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
CCM
276
Crabel Capital Management
California
$1.02M +$108K +4,172 +12%
VH
277
Visionary Horizons
Tennessee
$1.02M +$150K +5,789 +17%
FFA
278
Farther Finance Advisors
California
$1.01M +$25.5K +984 +3%
FI
279
FWG Investments
Kentucky
$935K -$37.1K -1,434 -4%
WFP
280
Wrenne Financial Planning
Kentucky
$934K -$11K -424 -1%
PAS
281
PKS Advisory Services
New York
$920K -$44K -1,699 -5%
Renaissance Technologies
282
Renaissance Technologies
New York
$894K +$898K +34,700 New
MA
283
Mutual Advisors
Nebraska
$880K +$3.39K +131 +0.4%
MCA
284
MSH Capital Advisors
Arizona
$875K -$11.2K -432 -1%
DCC
285
Dow Chemical Company
Michigan
$855K -$157K -6,081 -15%
AWM
286
Axxcess Wealth Management
California
$854K +$386K +14,919 +82%
SMI
287
Shelter Mutual Insurance
Missouri
$847K
SWA
288
Sax Wealth Advisors
New Jersey
$835K +$839K +32,430 New
AF
289
Advisornet Financial
Minnesota
$833K -$828 -32 -0.1%
MPW
290
Magnolia Private Wealth
Pennsylvania
$825K -$31.1K -1,200 -4%
OFG
291
Opulen Financial Group
Virginia
$820K -$4.68K -181 -0.6%
FPI
292
Financial Plan Inc
Washington
$811K +$815K +31,493 New
NFP
293
Narus Financial Partners
Utah
$808K +$30.5K +1,179 +4%
FWP
294
Falcon Wealth Planning
California
$800K -$8.85K -342 -1%
Charles Schwab
295
Charles Schwab
California
$800K +$418K +16,164 +108%
CIAS
296
CFS Investment Advisory Services
New Jersey
$789K +$386K +14,899 +95%
ATC
297
Argent Trust Co
Tennessee
$770K -$44K -1,699 -5%
SHJ
298
Sharkey, Howes & Javer
Colorado
$762K -$676K -26,127 -47%
TFG
299
Tilson Financial Group
New Jersey
$761K -$11.5K -445 -1%
TYCC
300
Texas Yale Capital Corp
Florida
$744K