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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
AO
351
Advisor OS
Illinois
$336K
Neuberger Berman Group
352
Neuberger Berman Group
New York
$336K
HH
353
Hilltop Holdings
Texas
$333K
VCM
354
Virtue Capital Management
Tennessee
$331K
T
355
Tidemark
California
$321K
Fidelity Investments
356
Fidelity Investments
Massachusetts
$319K
EAM
357
Empirical Asset Management
Massachusetts
$316K
IA
358
Insight Advisors
Pennsylvania
$314K
IPA
359
Investment Planning Advisors
Georgia
$305K
USCWA
360
U.S. Capital Wealth Advisors
Texas
$302K
RIM
361
Redwood Investment Management
Arizona
$300K
Q1WB
362
Quest 10 Wealth Builders
Virginia
$299K
CWP
363
Concord Wealth Partners
Virginia
$298K
KWA
364
Kingswood Wealth Advisors
California
$298K
CAMV
365
Concord Asset Management (Virginia)
Virginia
$295K
AIA
366
AssuredPartners Investment Advisors
Florida
$292K
RBFC
367
Roman Butler Fullerton & Co
Missouri
$281K
PFA
368
Peak Financial Advisors
Colorado
$280K
SFP
369
Strategic Financial Planning
Texas
$279K
C1AG
370
Client 1st Advisory Group
Florida
$272K
GAM
371
GEM Asset Management
Michigan
$267K
O3W
372
Omni 360 Wealth
New Jersey
$266K
TWM
373
Tolleson Wealth Management
Texas
$263K
William Blair & Company
374
William Blair & Company
Illinois
$260K
PAG
375
Paladin Advisory Group
Iowa
$247K