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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
KA
326
Kure Advisory
Minnesota
$426K
CA
327
CoreCap Advisors
Michigan
$426K
IFPL
328
Investments & Financial Planning LLC
Kentucky
$424K
CIAS
329
CFS Investment Advisory Services
New Jersey
$410K
BCM
330
Brookstone Capital Management
Illinois
$409K
BFA
331
Brown Financial Advisory
Alabama
$407K
Financial Engines Advisors
332
Financial Engines Advisors
California
$401K
SAW
333
Signal Advisors Wealth
Michigan
$401K
AFWM
334
AMJ Financial Wealth Management
Virginia
$396K
CWM
335
Collaborative Wealth Management
Florida
$394K
TWC
336
TD Waterhouse Canada
Ontario, Canada
$391K
GIA
337
Gladstone Institutional Advisory
Florida
$388K
National Bank of Canada
338
National Bank of Canada
Quebec, Canada
$387K
Charles Schwab
339
Charles Schwab
California
$385K
HWA
340
Heartwood Wealth Advisors
Virginia
$380K
WWM
341
Western Wealth Management
Colorado
$380K
CPA
342
Capital Planning Advisors
California
$368K
CSC
343
Cove Street Capital
California
$365K
RIS
344
Retirement Income Solutions
Michigan
$364K
DC
345
Davenport & Co
Virginia
$361K
NCM
346
Northwest Capital Management
Oregon
$356K
IA
347
Integrity Alliance
Iowa
$356K
HIIFS
348
Harel Insurance Investments & Financial Services
Israel
$353K
RFS
349
Richardson Financial Services
Massachusetts
$352K
VT
350
Vise Technologies
New York
$348K