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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
FWM
301
Forza Wealth Management
Florida
$650K
IPW
302
Impact Partnership Wealth
Georgia
$629K
PC
303
Payne Capital
Oregon
$605K
MFA
304
Millington Financial Advisors
Illinois
$604K
FCH
305
Freestone Capital Holdings
Washington
$590K
EWA
306
Exencial Wealth Advisors
Oklahoma
$587K
CWM
307
Cahaba Wealth Management
Georgia
$579K
TWP
308
Triad Wealth Partners
Kansas
$576K
SFG
309
Snider Financial Group
Washington
$567K
TIP
310
Tandem Investment Partners
New Jersey
$550K
Betterment LLC
311
Betterment LLC
New York
$538K
RWM
312
Riverbend Wealth Management
South Carolina
$521K
SFG
313
Shum Financial Group
California
$514K
PAW
314
Plan A Wealth
Nebraska
$495K
SA
315
Sovran Advisors
California
$489K
GWAG
316
Garrett Wealth Advisory Group
Texas
$486K
SG
317
Sharper & Granite
California
$478K
BL
318
Balentine LLC
Georgia
$474K
AWM
319
Axxcess Wealth Management
California
$471K
SDWIA
320
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$468K
CCG
321
Capital CS Group
California
$465K
P
322
&Partners
Tennessee
$463K
BAM
323
Belpointe Asset Management
Nevada
$437K
OAS
324
Optivise Advisory Services
Tennessee
$432K
WWA
325
WCG Wealth Advisors
Nevada
$428K