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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
BFA
326
Brown Financial Advisory
Alabama
$407K
Financial Engines Advisors
327
Financial Engines Advisors
California
$401K
SAW
328
Signal Advisors Wealth
Michigan
$401K
AFWM
329
AMJ Financial Wealth Management
Virginia
$396K
CWM
330
Collaborative Wealth Management
Florida
$394K
TWC
331
TD Waterhouse Canada
Ontario, Canada
$391K
GIA
332
Gladstone Institutional Advisory
Florida
$388K
National Bank of Canada
333
National Bank of Canada
Quebec, Canada
$387K
Charles Schwab
334
Charles Schwab
California
$385K
HWA
335
Heartwood Wealth Advisors
Virginia
$380K
WWM
336
Western Wealth Management
Colorado
$380K
CPA
337
Capital Planning Advisors
California
$368K
CSC
338
Cove Street Capital
California
$365K
RIS
339
Retirement Income Solutions
Michigan
$364K
DC
340
Davenport & Co
Virginia
$361K
NCM
341
Northwest Capital Management
Oregon
$356K
IA
342
Integrity Alliance
Iowa
$356K
HIIFS
343
Harel Insurance Investments & Financial Services
Israel
$353K
RFS
344
Richardson Financial Services
Massachusetts
$352K
VT
345
Vise Technologies
New York
$348K
TPF
346
Tribridge Partners Financial
Maryland
$347K
SWM
347
Silverlake Wealth Management
Vermont
$346K
FIA
348
Foundations Investment Advisors
Arizona
$344K
PIA
349
Perennial Investment Advisors
California
$343K
BWS
350
Buck Wealth Strategies
Colorado
$339K