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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
RIA
401
Realta Investment Advisors
Delaware
$214K +$86.7K +3,389 +69%
EFG
402
Ehrlich Financial Group
California
$213K
APW
403
Austin Private Wealth
Texas
$212K -$5.59M -218,354 -96%
Mercer Global Advisors
404
Mercer Global Advisors
Colorado
$210K +$208K +8,132 New
FFA
405
Founders Financial Alliance
North Carolina
$210K +$2K +78 +1%
ACGA
406
Atlanta Consulting Group Advisors
Georgia
$205K +$203K +7,942 New
TFCP
407
Twin Focus Capital Partners
Massachusetts
$205K +$203K +7,921 New
CIA
408
Concurrent Investment Advisors
Florida
$205K -$34.3K -1,341 -14%
AWA
409
A4 Wealth Advisors
North Carolina
$201K +$199K +7,785 New
SP
410
Symmetry Partners
Connecticut
$201K -$7.12K -278 -3%
SS
411
Sunbelt Securities
Texas
$197K
PNC Financial Services Group
412
PNC Financial Services Group
Pennsylvania
$191K
PFBT
413
Parkside Financial Bank & Trust
Missouri
$181K +$179 +7 +0.1%
SS
414
SBI Securities
Japan
$181K -$4.45K -174 -2%
AA
415
Ancora Advisors
Ohio
$171K +$1.69K +66 +1%
TAM
416
Tucker Asset Management
Colorado
$117K
WWM
417
Woodside Wealth Management
Massachusetts
$106K -$4.99K -195 -5%
KFI
418
Key Financial Inc
Pennsylvania
$101K
ASN
419
Advisory Services Network
Georgia
$98.8K +$97.8K +3,822 New
W
420
WealthCollab
Washington
$95.4K
RWPA
421
Richard W. Paul & Associates
Michigan
$88.5K -$256K -10,000 -74%
MHR
422
Matthew Hamilton Rosenberg
$84.9K -$8.52K -333 -9%
Bank of Montreal
423
Bank of Montreal
Ontario, Canada
$84.3K -$26.2K -1,025 -24%
GIA
424
GHP Investment Advisors
Colorado
$82.7K
CIBC Private Wealth Group
425
CIBC Private Wealth Group
Georgia
$79.3K