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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
ACA
426
Aptus Capital Advisors
Alabama
$76K -$12.9K -504 -15%
WWM
427
Wolff Wiese Magana
California
$74.6K +$14.2K +555 +24%
CIAS
428
Capital Investment Advisory Services
North Carolina
$72.6K
DWM
429
Darwin Wealth Management
Florida
$70.5K +$17.8K +696 +34%
JWA
430
JFS Wealth Advisors
Pennsylvania
$66.7K +$665 +26 +1%
BCMIO
431
Beacon Capital Management Inc (Ohio)
Ohio
$55.7K -$60.7K -2,370 -52%
PWAM
432
Private Wealth Asset Management
Iowa
$53.7K -$90.6K -3,541 -63%
WOSD
433
WFA of San Diego
California
$53.5K
KFP
434
Keener Financial Planning
Texas
$53K
DJSG
435
D.J. St. Germain
Massachusetts
$52.4K
HIA
436
Harbor Investment Advisory
Maryland
$51.4K
WIM
437
Westside Investment Management
California
$48.3K
RFA
438
Reyes Financial Architecture
California
$47K
RWM
439
Rialto Wealth Management
New York
$44.1K -$218K -8,512 -83%
IWM
440
IMG Wealth Management
Florida
$35.1K
CVM
441
Cheviot Value Management
California
$33.2K
CF
442
Collier Financial
Colorado
$32.3K +$31.9K +1,248 New
BFS
443
Bare Financial Services
Pennsylvania
$32K +$31.7K +1,238 New
SPIA
444
Steward Partners Investment Advisory
New York
$28.2K -$4.63K -181 -14%
OA
445
Operose Advisors
Wisconsin
$26.7K +$26.4K +1,033 New
Franklin Resources
446
Franklin Resources
California
$25.9K
GC
447
Gould Capital
Washington
$25.9K +$25.6K +1,000 New
FWP
448
FAS Wealth Partners
Kansas
$25.6K +$25.4K +991 New
AWM
449
Activest Wealth Management
Florida
$23.7K
RF
450
Rossby Financial
Florida
$23.3K