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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
AssetMark Inc
76
AssetMark Inc
California
$19.7M
MCC
77
Money Concepts Capital
Florida
$18.4M
MYIA
78
Mount Yale Investment Advisors
Colorado
$18.2M
Bank of America
79
Bank of America
North Carolina
$17.9M
APC
80
Aspire Private Capital
North Carolina
$17.6M
WFS
81
Weitzel Financial Services
Iowa
$17.5M
Wells Fargo
82
Wells Fargo
California
$17M
KCAM
83
Kagan Cocozza Asset Management
New Jersey
$16.6M
BCM
84
Beaumont Capital Management
Massachusetts
$15.7M
SA
85
Stewardship Advisors
Pennsylvania
$15.5M
AQR Capital Management
86
AQR Capital Management
Connecticut
$15.2M
Stifel Financial
87
Stifel Financial
Missouri
$14.3M
BPA
88
Beacon Pointe Advisors
California
$14.1M
CL
89
Choreo LLC
Illinois
$13.9M
FHA
90
Flagship Harbor Advisors
Massachusetts
$13.8M
SWM
91
SigFig Wealth Management
California
$13.1M
GSWM
92
Golden State Wealth Management
California
$13M
JCM
93
Jacobi Capital Management
Pennsylvania
$13M
CFG
94
Copley Financial Group
California
$12.7M
MFG
95
MidWestOne Financial Group
Iowa
$12.7M
RA
96
RFG Advisory
Alabama
$12.5M
RI
97
Rinkey Investments
California
$12.5M
TFGT
98
TS Financial Group (TSFG)
Illinois
$12M
CRFG
99
Columbia River Financial Group
Washington
$11.9M
ARG
100
Advisory Resource Group
Oklahoma
$11.6M