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State Street SPDR Portfolio Aggregate Bond ETF

526 hedge funds and large institutions have $7.04B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 254 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 31

72% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 148

8% more funds holding

Funds holding: 488526 (+38)

5% more capital invested

Capital invested by funds: $6.7B → $7.04B (+$340M)

0.93% less ownership

Funds ownership: 77.55%76.62% (-0.93%)

4% less funds holding in top 10

Funds holding in top 10: 5755 (-2)

Holders
526
Holders Change
+38
Holders Change %
+7.79%
% of All Funds
6.4%
Holding in Top 10
55
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.51%
% of All Funds
0.67%
New
77
Increased
254
Reduced
148
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
351
Fell Capital Management
California
$413K +$416K +16,056 New
CA
352
CoreCap Advisors
Michigan
$409K -$15.7K -606 -4%
BFA
353
Brown Financial Advisory
Alabama
$406K
SA
354
Sovran Advisors
California
$404K -$83.5K -3,225 -17%
P
355
&Partners
Tennessee
$403K -$57.8K -2,234 -12%
National Bank of Canada
356
National Bank of Canada
Quebec, Canada
$399K +$13.1K +508 +3%
BCM
357
Brookstone Capital Management
Illinois
$396K -$11.5K -443 -3%
TWC
358
TD Waterhouse Canada
Ontario, Canada
$389K
AFWM
359
AMJ Financial Wealth Management
Virginia
$384K -$10.6K -411 -3%
Financial Engines Advisors
360
Financial Engines Advisors
California
$383K -$16.8K -650 -4%
WWM
361
Western Wealth Management
Colorado
$383K +$4.68K +181 +1%
NA
362
Novus Advisors
South Carolina
$378K +$135K +5,214 +55%
IA
363
Integrity Alliance
Iowa
$376K +$22.3K +861 +6%
HR
364
Howe & Rusling
New York
$374K +$376K +14,540 New
OAS
365
Optivise Advisory Services
Tennessee
$373K -$57.7K -2,230 -13%
AOWM
366
Asset One Wealth Management
Washington
$370K +$372K +14,376 New
HIIFS
367
Harel Insurance Investments & Financial Services
Israel
$367K +$14.8K +572 +4%
CPA
368
Capital Planning Advisors
California
$366K
KWA
369
Kingswood Wealth Advisors
California
$359K +$63K +2,434 +21%
KA
370
Kure Advisory
Minnesota
$352K -$72.2K -2,791 -17%
LFG
371
Lockerman Financial Group
California
$347K +$108K +4,187 +45%
TPF
372
Tribridge Partners Financial
Maryland
$345K
CWP
373
Concord Wealth Partners
Virginia
$337K +$40.2K +1,552 +13%
CAMV
374
Concord Asset Management (Virginia)
Virginia
$336K +$42.7K +1,649 +14%
Neuberger Berman Group
375
Neuberger Berman Group
New York
$335K