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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
US Bancorp
51
US Bancorp
Minnesota
$29.7M -$740K -28,903 -2%
Mariner
52
Mariner
Kansas
$29.6M +$1.6M +62,530 +6%
T
53
TrueFG
Texas
$29.5M +$1.77M +69,220 +6%
AWA
54
Arete Wealth Advisors
Illinois
$29.1M +$1.07M +41,713 +4%
BS
55
Banco Santander
Spain
$28.9M -$179K -7,000 -0.6%
AP
56
Americana Partners
Texas
$28M +$3.1M +120,970 +13%
AC
57
Apella Capital
Connecticut
$28M +$6.02M +235,242 +28%
CIC
58
Cutler Investment Counsel
Oregon
$27.6M +$1.13M +44,307 +4%
RWM
59
Reston Wealth Management
Virginia
$24.6M +$567K +22,154 +2%
Creative Planning
60
Creative Planning
Kansas
$24.4M +$5.18M +202,422 +27%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$24.3M +$5.2M +203,255 +28%
OIA
62
OneDigital Investment Advisors
Kansas
$23.9M -$7.78M -304,111 -25%
AA
63
Advisory Alpha
Michigan
$23.8M +$207K +8,094 +0.9%
LEFP
64
Leading Edge Financial Planning
Tennessee
$23.5M +$1.74M +68,063 +8%
WFPG
65
Waller Financial Planning Group
Ohio
$23.3M +$582K +22,733 +3%
VAS
66
Vestmark Advisory Solutions
Massachusetts
$23M +$20.5M +800,621 +890%
BA
67
Bristlecone Advisors
Washington
$22.7M -$697K -27,240 -3%
PWPS
68
Pinnacle Wealth Planning Services
Ohio
$22.3M +$1.81M +70,755 +9%
WIM
69
WealthPlan Investment Management
Nebraska
$22.2M +$1.15M +44,940 +6%
MML Investors Services
70
MML Investors Services
Massachusetts
$21.9M +$786K +30,720 +4%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$21.6M +$1.17M +45,776 +6%
MGIA
72
Moneta Group Investment Advisors
Missouri
$21.2M +$10.3M +401,310 +95%
B
73
Bensler
Washington
$21.1M -$1.48M -57,738 -7%
IWM
74
IHT Wealth Management
Illinois
$21M -$5.73M -223,740 -22%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$20.7M -$4.85M -189,546 -19%