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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
RFS
351
Richardson Financial Services
Massachusetts
$352K -$943K -36,832 -73%
VT
352
Vise Technologies
New York
$348K -$188K -7,343 -35%
TPF
353
Tribridge Partners Financial
Maryland
$347K
SWM
354
Silverlake Wealth Management
Vermont
$346K -$68.8K -2,687 -17%
FIA
355
Foundations Investment Advisors
Arizona
$344K -$4.81M -187,775 -93%
PIA
356
Perennial Investment Advisors
California
$343K -$38.6K -1,507 -10%
BWS
357
Buck Wealth Strategies
Colorado
$339K -$1.48K -58 -0.4%
AO
358
Advisor OS
Illinois
$336K -$102K -3,997 -24%
Neuberger Berman Group
359
Neuberger Berman Group
New York
$336K +$333K +13,000 New
HH
360
Hilltop Holdings
Texas
$333K -$106K -4,155 -24%
T
361
Tidemark
California
$321K -$8.68K -339 -3%
Fidelity Investments
362
Fidelity Investments
Massachusetts
$319K +$156K +6,102 +98%
EAM
363
Empirical Asset Management
Massachusetts
$316K -$86.5K -3,378 -22%
IA
364
Insight Advisors
Pennsylvania
$314K +$25.5K +997 +9%
IPA
365
Investment Planning Advisors
Georgia
$305K +$10.5K +412 +4%
USCWA
366
U.S. Capital Wealth Advisors
Texas
$302K
RIM
367
Redwood Investment Management
Arizona
$300K +$297K +11,608 New
Q1WB
368
Quest 10 Wealth Builders
Virginia
$299K +$2.74K +107 +0.9%
CWP
369
Concord Wealth Partners
Virginia
$298K +$40.6K +1,587 +16%
KWA
370
Kingswood Wealth Advisors
California
$298K +$24.4K +954 +9%
CAMV
371
Concord Asset Management (Virginia)
Virginia
$295K +$37.1K +1,448 +15%
AIA
372
AssuredPartners Investment Advisors
Florida
$292K -$10K -392 -3%
KG
373
Kilter Group
New York
$287K +$284K +11,112 New
RBFC
374
Roman Butler Fullerton & Co
Missouri
$281K +$1.72K +67 +0.6%
PFA
375
Peak Financial Advisors
Colorado
$280K +$39.1K +1,526 +16%