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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
C1AG
401
Client 1st Advisory Group
Florida
$270K -$983 -38 -0.4%
SAI
402
Savvy Advisors Inc
New York
$266K +$267K +10,312 New
TWM
403
Tolleson Wealth Management
Texas
$262K
William Blair & Company
404
William Blair & Company
Illinois
$262K +$2.56K +99 +1%
HWA
405
Heartwood Wealth Advisors
Virginia
$259K -$120K -4,640 -32%
Mercer Global Advisors
406
Mercer Global Advisors
Colorado
$257K +$47.9K +1,849 +23%
T
407
Tidemark
California
$255K -$65.2K -2,518 -20%
BIG
408
Brookwood Investment Group
Arizona
$250K +$10.1K +389 +4%
PHWM
409
Palatine Hill Wealth Management
Michigan
$248K +$249K +9,619 New
PAG
410
Paladin Advisory Group
Iowa
$246K +$78 +3 +0%
WIP
411
WealthCare Investment Partners
Rhode Island
$246K +$5.88K +227 +2%
MW
412
Maia Wealth
Colorado
$243K +$181 +7 +0.1%
SFG
413
SageGuard Financial Group
Tennessee
$243K +$245K +9,452 New
SWIG
414
Strategic Wealth Investment Group
Kentucky
$242K -$647 -25 -0.3%
RWM
415
RKL Wealth Management
Pennsylvania
$236K +$237K +9,170 New
EA
416
Eclectic Associates
California
$233K +$234K +9,045 New
BWP
417
Balboa Wealth Partners
Arizona
$230K +$232K +8,949 New
ORG
418
Optimist Retirement Group
Washington
$229K +$2.69K +104 +1%
OFP
419
OLIO Financial Planning
Virginia
$226K
WC
420
Waterloo Capital
Texas
$225K -$9.73K -376 -4%
Thrivent Financial for Lutherans
421
Thrivent Financial for Lutherans
Minnesota
$224K +$225K +8,702 New
FAP
422
Financial Advisory Partners
Florida
$224K +$3.49K +135 +2%
RIA
423
Realta Investment Advisors
Delaware
$222K +$8.64K +334 +4%
NDBT
424
North Dallas Bank & Trust
Texas
$221K +$223K +8,600 New
ADL
425
Asset Dedication LLC
California
$221K