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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
SFP
376
Strategic Financial Planning
Texas
$279K +$2.33K +91 +0.8%
C1AG
377
Client 1st Advisory Group
Florida
$272K
GAM
378
GEM Asset Management
Michigan
$267K +$2.56K +100 +1%
O3W
379
Omni 360 Wealth
New Jersey
$266K +$1.89K +74 +0.7%
TWM
380
Tolleson Wealth Management
Texas
$263K
William Blair & Company
381
William Blair & Company
Illinois
$260K -$793 -31 -0.3%
SSC
382
Syverson Strege & Co
Iowa
$254K
PAG
383
Paladin Advisory Group
Iowa
$247K -$359K -14,036 -59%
AC
384
AIFG Consultants
New York
$245K -$34.5K -1,347 -12%
NA
385
Novus Advisors
South Carolina
$245K -$1.38M -53,844 -85%
FPAS
386
Focus Partners Advisor Solutions
Missouri
$245K -$170K -6,628 -41%
SWIG
387
Strategic Wealth Investment Group
Kentucky
$244K +$241K +9,424 New
MW
388
Maia Wealth
Colorado
$242K -$6.5K -254 -3%
BIG
389
Brookwood Investment Group
Arizona
$241K -$127K -4,961 -35%
WIP
390
WealthCare Investment Partners
Rhode Island
$241K -$33.2K -1,299 -12%
LFG
391
Lockerman Financial Group
California
$240K -$1.03M -40,117 -81%
KAS
392
KPP Advisory Services
Kentucky
$239K +$236K +9,235 New
WC
393
Waterloo Capital
Texas
$236K -$4.48K -175 -2%
ORG
394
Optimist Retirement Group
Washington
$227K +$1.95K +76 +0.9%
OFP
395
OLIO Financial Planning
Virginia
$227K +$10.8K +420 +5%
DADC
396
D.A. Davidson & Co
Montana
$226K -$42K -1,642 -16%
ADL
397
Asset Dedication LLC
California
$222K
FAP
398
Financial Advisory Partners
Florida
$221K -$33.6K -1,312 -13%
DAS
399
Diversify Advisory Services
Utah
$219K +$7.75K +303 +4%
AFP
400
Ausdal Financial Partners
Iowa
$216K +$214K +8,369 New