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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
HWM
451
Hemington Wealth Management
Virginia
$23K
CPG
452
Cornerstone Planning Group
New Jersey
$21.6K +$12.7K +496 New
1IA
453
1620 Investment Advisors
Massachusetts
$21K
MAFA
454
MJT & Associates Financial Advisory
Minnesota
$19.7K -$260K -10,174 -93%
OWP
455
ORG Wealth Partners
Texas
$17K
NECFA
456
New England Capital Financial Advisors
Connecticut
$16.5K +$154 +6 +0.9%
AIA
457
Aventus Investment Advisors
Florida
$16.4K -$256 -10 -2%
VNA
458
Valley National Advisers
Pennsylvania
$15K +$154 +6 +1%
Fifth Third Bancorp
459
Fifth Third Bancorp
Ohio
$13.1K +$13K +508 New
PFM
460
Phillips Financial Management
Indiana
$12.8K +$128 +5 +1%
DWM
461
Dogwood Wealth Management
Kansas
$10.1K
DWS
462
Dynamic Wealth Strategies
California
$9.93K
Qube Research & Technologies (QRT)
463
Qube Research & Technologies (QRT)
United Kingdom
$9.67K
SFC
464
SYM Financial Corp
Indiana
$8.22K +$8.14K +318 New
TPCW
465
TD Private Client Wealth
New York
$7.81K
NSIM
466
North Star Investment Management
Illinois
$7.25K +$77 +3 +1%
BlackRock
467
BlackRock
New York
$7.24K +$282 +11 +4%
AAS
468
Ameritas Advisory Services
Nebraska
$6.77K -$116K -4,551 -95%
CTWM
469
Cherry Tree Wealth Management
Minnesota
$5.01K -$5.94K -232 -54%
OSAM
470
O'Shaughnessy Asset Management
Connecticut
$4.86K +$4.79K +187 +18,700%
AIP
471
Ameritas Investment Partners
Nebraska
$4.76K +$384 +15 +9%
BC
472
Barrett & Company
Rhode Island
$4.06K
AIC
473
Archer Investment Corporation
Indiana
$3.57K
PWMG
474
Private Wealth Management Group
New Jersey
$3.44K +$3.4K +133 New
HFS
475
Hughes Financial Services
Virginia
$2.92K