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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
IPA
376
Investment Planning Advisors
Georgia
$333K +$29.4K +1,136 +10%
BL
377
Balentine LLC
Georgia
$332K -$141K -5,429 -30%
SAW
378
Signal Advisors Wealth
Michigan
$326K -$74K -2,860 -18%
IAA
379
Independent Advisor Alliance
North Carolina
$326K +$327K +12,654 New
FIA
380
Foundations Investment Advisors
Arizona
$321K -$21.5K -832 -6%
IA
381
Insight Advisors
Pennsylvania
$321K +$7.71K +298 +2%
DADC
382
D.A. Davidson & Co
Montana
$314K +$89.6K +3,461 +40%
AG
383
Ascent Group
Virginia
$313K +$315K +12,162 New
DC
384
Davenport & Co
Virginia
$307K -$52.7K -2,038 -15%
HH
385
Hilltop Holdings
Texas
$306K -$26.3K -1,016 -8%
VBFP
386
Valtinson Bruner Financial Planning
Minnesota
$303K +$304K +11,765 New
PIA
387
Perennial Investment Advisors
California
$302K -$40.2K -1,555 -12%
USCWA
388
U.S. Capital Wealth Advisors
Texas
$301K
EAM
389
Empirical Asset Management
Massachusetts
$299K -$15.5K -599 -5%
Q1WB
390
Quest 10 Wealth Builders
Virginia
$297K -$1.03K -40 -0.3%
O3W
391
Omni 360 Wealth
New Jersey
$292K +$25.4K +983 +10%
WETS
392
Wealth Enhancement Trust Services
South Dakota
$291K +$292K +11,288 New
RIS
393
Richmond Investment Services
Wisconsin
$290K +$292K +11,266 New
GIA
394
Gladstone Institutional Advisory
Florida
$287K -$100K -3,878 -26%
BWS
395
Buck Wealth Strategies
Colorado
$286K -$51.4K -1,988 -15%
CWM
396
Collaborative Wealth Management
Florida
$284K -$109K -4,213 -28%
1832 Asset Management
397
1832 Asset Management
Ontario, Canada
$284K +$285K +11,030 New
RBFC
398
Roman Butler Fullerton & Co
Missouri
$282K +$2.85K +110 +1%
SFP
399
Strategic Financial Planning
Texas
$281K +$3.18K +123 +1%
AAP
400
Arax Advisory Partners
Colorado
$271K +$272K +10,513 New