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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
APC
76
Aspire Private Capital
North Carolina
$19.8M +$2.26M +87,344 +13%
IWM
77
IHT Wealth Management
Illinois
$19.7M -$1.23M -47,657 -6%
MW
78
Mueller Wealth
Wisconsin
$19.6M +$19.7M +761,684 New
MCC
79
Money Concepts Capital
Florida
$19.5M +$1.11M +42,777 +6%
KCAM
80
Kagan Cocozza Asset Management
New Jersey
$19.1M +$2.64M +101,907 +16%
Wells Fargo
81
Wells Fargo
California
$18.4M +$1.42M +54,911 +8%
WFS
82
Weitzel Financial Services
Iowa
$17.9M +$490K +18,932 +3%
MFG
83
MidWestOne Financial Group
Iowa
$16.3M +$3.63M +140,396 +29%
CIM
84
Capital Investment Management
Missouri
$15.5M +$15.6M +601,986 New
AQR Capital Management
85
AQR Capital Management
Connecticut
$15.1M -$42.1K -1,625 -0.3%
Stifel Financial
86
Stifel Financial
Missouri
$14.8M +$558K +21,543 +4%
BPA
87
Beacon Pointe Advisors
California
$14.7M +$623K +24,059 +4%
SWM
88
SigFig Wealth Management
California
$13.8M +$657K +25,391 +5%
GSWM
89
Golden State Wealth Management
California
$13M +$14.4K +556 +0.1%
CRFG
90
Columbia River Financial Group
Washington
$13M +$1.14M +44,097 +10%
CL
91
Choreo LLC
Illinois
$12.7M -$1.22M -47,081 -9%
Citadel Advisors
92
Citadel Advisors
Florida
$12.6M +$12.7M +490,966 New
RA
93
RFG Advisory
Alabama
$12.4M -$22.6K -872 -0.2%
GWP
94
Gateway Wealth Partners
Wisconsin
$12.3M +$2.31M +89,347 +23%
ARG
95
Advisory Resource Group
Oklahoma
$12.2M +$673K +25,991 +6%
CF
96
Cyr Financial
Illinois
$12.1M +$2.32M +89,755 +24%
CFG
97
Copley Financial Group
California
$12M -$706K -27,277 -6%
RWS
98
Rochester Wealth Strategies
Michigan
$11.7M +$791K +30,557 +7%
FPFC
99
Financial Planning Fort Collins
Colorado
$11.6M +$11.7M +452,243 New
SA
100
Stewardship Advisors
Pennsylvania
$11.3M -$4.18M -161,625 -27%