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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
IWM
476
IMG Wealth Management
Florida
$35K
RF
477
Rossby Financial
Florida
$33.3K +$10.1K +392 +44%
CF
478
Collier Financial
Colorado
$32.6K +$414 +16 +1%
BFS
479
Bare Financial Services
Pennsylvania
$31.9K
GFA
480
Godfrey Financial Associates
New York
$29.1K +$29.2K +1,130 New
CVM
481
Cheviot Value Management
California
$28.4K -$4.48K -173 -14%
SPIA
482
Steward Partners Investment Advisory
New York
$27.3K -$802 -31 -3%
KFG
483
Kingdom Financial Group
Arizona
$27.2K +$27.4K +1,057 New
OA
484
Operose Advisors
Wisconsin
$26.6K
Franklin Resources
485
Franklin Resources
California
$25.8K
CTWM
486
Cherry Tree Wealth Management
Minnesota
$23.5K +$18.6K +720 +371%
HHCP
487
Hilton Head Capital Partners
South Carolina
$21.5K +$21.6K +836 New
1IA
488
1620 Investment Advisors
Massachusetts
$20.9K
MAFA
489
MJT & Associates Financial Advisory
Minnesota
$19.6K
RS
490
Rakuten Securities
Japan
$19.3K +$19.4K +750 New
RWPA
491
Richard W. Paul & Associates
Michigan
$18.7K -$69.9K -2,700 -79%
OWP
492
ORG Wealth Partners
Texas
$16.9K
NECFA
493
New England Capital Financial Advisors
Connecticut
$16.7K +$233 +9 +1%
AIA
494
Aventus Investment Advisors
Florida
$16.5K +$233 +9 +1%
VNA
495
Valley National Advisers
Pennsylvania
$16K +$207 +8 +1%
CPG
496
Cornerstone Planning Group
New Jersey
$15.3K +$2.46K +95 +19%
PFM
497
Phillips Financial Management
Indiana
$12.9K +$181 +7 +1%
DWM
498
Dogwood Wealth Management
Kansas
$10.1K
DWS
499
Dynamic Wealth Strategies
California
$9.66K -$233 -9 -2%
TCM
500
Triumph Capital Management
Colorado
$9.35K +$9.39K +363 New