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State Street SPDR Portfolio Aggregate Bond ETF

520 hedge funds and large institutions have $7.03B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 252 increasing their positions, 147 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
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
BWMG
301
Barnes Wealth Management Group
California
$713K
PW
302
Paladin Wealth
Minnesota
$710K
OBWG
303
Onyx Bridge Wealth Group
New York
$710K
RWM
304
Riverbend Wealth Management
South Carolina
$703K
ML
305
McAdam LLC
Pennsylvania
$696K
FCH
306
Freestone Capital Holdings
Washington
$695K
IPW
307
Impact Partnership Wealth
Georgia
$693K
WWA
308
WCG Wealth Advisors
Nevada
$693K
MFS
309
Mattson Financial Services
Michigan
$662K
LIA
310
Lynx Investment Advisory
District of Columbia
$657K
FF
311
Farrell Financial
New York
$653K
WFS
312
WealthGarden F.S.
California
$648K
FWM
313
Forza Wealth Management
Florida
$648K
APW
314
Austin Private Wealth
Texas
$644K
TIP
315
Tandem Investment Partners
New Jersey
$641K
GCM
316
Gunpowder Capital Management
Maryland
$622K
RIS
317
Retirement Income Solutions
Michigan
$618K
PC
318
Payne Capital
Oregon
$607K
WFAG
319
Worth Financial Advisory Group
North Carolina
$601K
SFG
320
Snider Financial Group
Washington
$595K
EWA
321
Exencial Wealth Advisors
Oklahoma
$593K
EWA
322
EverSource Wealth Advisors
Alabama
$560K
Betterment LLC
323
Betterment LLC
New York
$549K
LWMI
324
Landmark Wealth Management (Illinois)
Illinois
$542K
SFG
325
Shum Financial Group
California
$538K