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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
EFG
426
Ehrlich Financial Group
California
$219K +$6.47K +250 +3%
Baird Financial Group
427
Baird Financial Group
Wisconsin
$212K +$213K +8,217 New
CD
428
Capital Developers
North Carolina
$211K +$212K +8,180 New
PFA
429
Professional Financial Advisors
Nebraska
$210K +$211K +8,155 New
MMA
430
Miracle Mile Advisors
California
$210K +$211K +8,143 New
FFS
431
Founders Financial Securities
Maryland
$209K +$210K +8,121 New
FFA
432
Founders Financial Alliance
North Carolina
$208K -$725 -28 -0.3%
DAS
433
Diversify Advisory Services
Utah
$205K -$13.2K -511 -6%
Fidelity Investments
434
Fidelity Investments
Massachusetts
$205K -$114K -4,402 -36%
AFA
435
Amicus Financial Advisors
Texas
$204K +$205K +7,905 New
CW
436
CreativeOne Wealth
Kansas
$202K +$203K +7,855 New
SP
437
Symmetry Partners
Connecticut
$200K
SS
438
Sunbelt Securities
Texas
$197K
UBS AM
439
UBS AM
Illinois
$181K +$182K +7,039 New
PFBT
440
Parkside Financial Bank & Trust
Missouri
$181K +$259 +10 +0.1%
SS
441
SBI Securities
Japan
$175K -$5.72K -221 -3%
AA
442
Ancora Advisors
Ohio
$173K +$2.3K +89 +1%
PNC Financial Services Group
443
PNC Financial Services Group
Pennsylvania
$157K -$33.6K -1,298 -18%
TAM
444
Tucker Asset Management
Colorado
$116K -$233 -9 -0.2%
WWM
445
Woodside Wealth Management
Massachusetts
$109K +$3.86K +149 +4%
MHR
446
Matthew Hamilton Rosenberg
$107K +$22.7K +879 +27%
KFI
447
Key Financial Inc
Pennsylvania
$100K
W
448
WealthCollab
Washington
$95K
RFP
449
Root Financial Partners
California
$94.2K +$94.7K +3,658 New
Bank of Montreal
450
Bank of Montreal
Ontario, Canada
$84K