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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
FF
301
Farrell Financial
New York
$653K +$1.84K +72 +0.3%
FWM
302
Forza Wealth Management
Florida
$650K
IPW
303
Impact Partnership Wealth
Georgia
$629K +$623K +24,329 New
PC
304
Payne Capital
Oregon
$605K +$599K +23,400 New
MFA
305
Millington Financial Advisors
Illinois
$604K +$307 +12 +0.1%
MWA
306
Medallion Wealth Advisors
Connecticut
$592K -$58.9K -2,300 -9%
FCH
307
Freestone Capital Holdings
Washington
$590K +$38.5K +1,505 +7%
EWA
308
Exencial Wealth Advisors
Oklahoma
$587K -$23.1K -901 -4%
CWM
309
Cahaba Wealth Management
Georgia
$579K -$8.41M -328,710 -94%
TWP
310
Triad Wealth Partners
Kansas
$576K +$47K +1,835 +9%
SFG
311
Snider Financial Group
Washington
$567K +$13.7K +534 +2%
TIP
312
Tandem Investment Partners
New Jersey
$550K +$30.6K +1,195 +6%
Betterment LLC
313
Betterment LLC
New York
$538K +$20.1K +787 +4%
RWM
314
Riverbend Wealth Management
South Carolina
$521K +$32.9K +1,284 +7%
SFG
315
Shum Financial Group
California
$514K +$509K +19,900 New
PAW
316
Plan A Wealth
Nebraska
$495K -$201K -7,859 -29%
SA
317
Sovran Advisors
California
$489K +$38.8K +1,515 +9%
GWAG
318
Garrett Wealth Advisory Group
Texas
$486K -$23.5K -917 -5%
SG
319
Sharper & Granite
California
$478K +$5.38K +210 +1%
BL
320
Balentine LLC
Georgia
$474K -$20.6K -806 -4%
AWM
321
Axxcess Wealth Management
California
$471K -$2.49M -97,132 -84%
SDWIA
322
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$468K -$598K -23,364 -56%
CCG
323
Capital CS Group
California
$465K +$42.6K +1,663 +10%
P
324
&Partners
Tennessee
$463K -$23.9K -933 -5%
BAM
325
Belpointe Asset Management
Nevada
$437K -$502K -19,631 -54%