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State Street SPDR Portfolio Aggregate Bond ETF

479 hedge funds and large institutions have $6.65B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 211 increasing their positions, 183 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

14% less funds holding in top 10

Funds holding in top 10: 6657 (-9)

Holders
479
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
26
Stratos Investment Management
Ohio
$52.9M
ACM
27
AlphaStar Capital Management
North Carolina
$49.9M
PAG
28
Private Advisor Group
New Jersey
$48.5M
MCM
29
MAI Capital Management
Ohio
$47.8M
NEWAS
30
N.E.W. Advisory Services
Wisconsin
$46.6M
FSG
31
Financial Strategies Group
Michigan
$45.6M
KW
32
KWB Wealth
California
$45.3M
GAG
33
GM Advisory Group
New York
$43.7M
WA
34
Waverly Advisors
Alabama
$43M
PAS
35
Park Avenue Securities
New York
$41.8M
NA
36
NewEdge Advisors
Louisiana
$41.3M
Morgan Stanley
37
Morgan Stanley
New York
$41.2M
CAAM
38
Cornerstone Advisors Asset Management
Pennsylvania
$40.3M
MFS
39
McNamara Financial Services
Massachusetts
$36.5M
WMN
40
Wealth Management Nebraska
Nebraska
$35.2M
SMM
41
Stadion Money Management
Georgia
$34.4M
TWM
42
Trinity Wealth Management
Pennsylvania
$32.3M
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$31.9M
CF
44
Convergence Financial
Missouri
$31.9M
AI
45
Arrien Investments
Idaho
$31.1M
CCFM
46
Clear Creek Financial Management
Washington
$30.9M
SC
47
Syon Capital
California
$30.6M
LPAM
48
Lodestar Private Asset Management
California
$30.1M
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$30M
US Bancorp
50
US Bancorp
Minnesota
$29.7M