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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
CW
501
CreativeOne Wealth
Kansas
-$1.14M -44,554 Closed
BWP
502
Balboa Wealth Partners
Arizona
-$1.14M -44,347 Closed
FFN
503
Focus Financial Network
Minnesota
-$725K -28,317 Closed
IWM
504
Iams Wealth Management
Nebraska
-$632K -24,698 Closed
ARC
505
Advisor Resource Council
Texas
-$476K -18,593 Closed
TVM
506
True Vision MN
Minnesota
-$446K -17,411 Closed
PPWM
507
PFG Private Wealth Management
Florida
-$432K -16,874 Closed
VBFP
508
Valtinson Bruner Financial Planning
Minnesota
-$376K -14,704 Closed
CAG
509
Csenge Advisory Group
Florida
-$361K -14,277 Closed
WS
510
Wedbush Securities
California
-$338K -13,210 Closed
APWA
511
Atlas Private Wealth Advisors
New Jersey
-$315K -12,322 Closed
KFS
512
Kelly Financial Services
Massachusetts
-$308K -12,031 Closed
AAP
513
Arax Advisory Partners
Colorado
-$265K -10,360 Closed
T
514
Transce3nd
Texas
-$254K -9,921 Closed
GFPC
515
Global Financial Private Client
Florida
-$229K -8,945 Closed
MWM
516
Modern Wealth Management
Kansas
-$227K -8,849 Closed
LFS
517
Lutz Financial Services
Nebraska
-$220K -8,611 Closed
SWA
518
Sax Wealth Advisors
New Jersey
-$215K -8,385 Closed
MWM
519
Maripau Wealth Management
Indiana
-$213K -8,305 Closed
GIM
520
Goelzer Investment Management
Indiana
-$203K -7,918 Closed
BHWM
521
Bay Harbor Wealth Management
Maryland
-$176K -6,878 Closed
BA
522
Bellwether Advisors
Nebraska
-$60.7K -2,373 Closed
BTI
523
Blue Trust Inc
Georgia
-$43.5K -1,701 Closed
CIA
524
Cape Investment Advisory
Georgia
-$30.8K -1,203 Closed
AWM
525
Ameliora Wealth Management
Switzerland
-$30.7K -1,200 Closed