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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
CGFA
301
Colton Groome Financial Advisors
North Carolina
$743K -$58.9K -2,275 -7%
NAS
302
Nicolet Advisory Services
Wisconsin
$735K -$22.7K -879 -3%
SG
303
Sharper & Granite
California
$719K +$243K +9,400 +51%
BWMG
304
Barnes Wealth Management Group
California
$713K -$8.82K -341 -1%
PW
305
Paladin Wealth
Minnesota
$710K +$16.4K +633 +2%
OBWG
306
Onyx Bridge Wealth Group
New York
$710K -$278K -10,761 -28%
RWM
307
Riverbend Wealth Management
South Carolina
$703K +$185K +7,139 +35%
ML
308
McAdam LLC
Pennsylvania
$696K -$75.3K -2,911 -10%
FCH
309
Freestone Capital Holdings
Washington
$695K +$108K +4,160 +18%
IPW
310
Impact Partnership Wealth
Georgia
$693K +$67K +2,587 +11%
WWA
311
WCG Wealth Advisors
Nevada
$693K +$268K +10,353 +63%
MFS
312
Mattson Financial Services
Michigan
$662K -$139K -5,366 -17%
LIA
313
Lynx Investment Advisory
District of Columbia
$657K -$208K -8,021 -24%
FF
314
Farrell Financial
New York
$653K +$2.56K +99 +0.4%
WFS
315
WealthGarden F.S.
California
$648K -$18K -696 -3%
FWM
316
Forza Wealth Management
Florida
$648K
APW
317
Austin Private Wealth
Texas
$644K +$435K +16,823 +206%
TIP
318
Tandem Investment Partners
New Jersey
$641K +$93.3K +3,604 +17%
GCM
319
Gunpowder Capital Management
Maryland
$622K +$626K +24,170 New
RIS
320
Retirement Income Solutions
Michigan
$618K +$257K +9,918 +70%
PC
321
Payne Capital
Oregon
$607K +$4.06K +157 +0.7%
WFAG
322
Worth Financial Advisory Group
North Carolina
$601K +$605K +23,358 New
SFG
323
Snider Financial Group
Washington
$595K +$29.5K +1,139 +5%
EWA
324
Exencial Wealth Advisors
Oklahoma
$593K +$7.84K +303 +1%
WAS
325
Westco Advisory Services
New York
$579K +$582K +22,478 New