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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
OAS
326
Optivise Advisory Services
Tennessee
$432K -$129K -5,027 -23%
WWA
327
WCG Wealth Advisors
Nevada
$428K -$163K -6,374 -28%
KA
328
Kure Advisory
Minnesota
$426K -$141K -5,514 -25%
CA
329
CoreCap Advisors
Michigan
$426K -$31.2K -1,219 -7%
IFPL
330
Investments & Financial Planning LLC
Kentucky
$424K -$25.6K -1,000 -6%
CIAS
331
CFS Investment Advisory Services
New Jersey
$410K -$431K -16,822 -52%
BCM
332
Brookstone Capital Management
Illinois
$409K +$230 +9 +0.1%
BFA
333
Brown Financial Advisory
Alabama
$407K -$1.83M -71,394 -82%
Financial Engines Advisors
334
Financial Engines Advisors
California
$401K +$52K +2,032 +15%
SAW
335
Signal Advisors Wealth
Michigan
$401K -$1.39M -54,153 -78%
AFWM
336
AMJ Financial Wealth Management
Virginia
$396K +$17.2K +672 +5%
CWM
337
Collaborative Wealth Management
Florida
$394K +$1.77K +69 +0.5%
TWC
338
TD Waterhouse Canada
Ontario, Canada
$391K +$25.8K +1,008 +7%
GIA
339
Gladstone Institutional Advisory
Florida
$388K -$43.8K -1,713 -10%
National Bank of Canada
340
National Bank of Canada
Quebec, Canada
$387K +$23.9K +932 +7%
Charles Schwab
341
Charles Schwab
California
$385K +$130K +5,069 +52%
HWA
342
Heartwood Wealth Advisors
Virginia
$380K -$333 -13 -0.1%
WWM
343
Western Wealth Management
Colorado
$380K +$78.7K +3,074 +26%
CPA
344
Capital Planning Advisors
California
$368K
CSC
345
Cove Street Capital
California
$365K
RIS
346
Retirement Income Solutions
Michigan
$364K -$11.4K -444 -3%
DC
347
Davenport & Co
Virginia
$361K +$18.6K +726 +5%
NCM
348
Northwest Capital Management
Oregon
$356K -$898K -35,100 -72%
IA
349
Integrity Alliance
Iowa
$356K +$352K +13,754 New
HIIFS
350
Harel Insurance Investments & Financial Services
Israel
$353K -$2.3M -89,898 -87%