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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
EWA
301
Exencial Wealth Advisors
Oklahoma
$587K
CWM
302
Cahaba Wealth Management
Georgia
$579K
TWP
303
Triad Wealth Partners
Kansas
$576K
SFG
304
Snider Financial Group
Washington
$567K
TIP
305
Tandem Investment Partners
New Jersey
$550K
Betterment LLC
306
Betterment LLC
New York
$538K
RWM
307
Riverbend Wealth Management
South Carolina
$521K
SFG
308
Shum Financial Group
California
$514K
PAW
309
Plan A Wealth
Nebraska
$495K
SA
310
Sovran Advisors
California
$489K
GWAG
311
Garrett Wealth Advisory Group
Texas
$486K
SG
312
Sharper & Granite
California
$478K
BL
313
Balentine LLC
Georgia
$474K
AWM
314
Axxcess Wealth Management
California
$471K
SDWIA
315
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$468K
CCG
316
Capital CS Group
California
$465K
P
317
&Partners
Tennessee
$463K
BAM
318
Belpointe Asset Management
Nevada
$437K
OAS
319
Optivise Advisory Services
Tennessee
$432K
WWA
320
WCG Wealth Advisors
Nevada
$428K
KA
321
Kure Advisory
Minnesota
$426K
CA
322
CoreCap Advisors
Michigan
$426K
IFPL
323
Investments & Financial Planning LLC
Kentucky
$424K
CIAS
324
CFS Investment Advisory Services
New Jersey
$410K
BCM
325
Brookstone Capital Management
Illinois
$409K