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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
RWS
101
Rochester Wealth Strategies
Michigan
$11M
RIM
102
Rockbridge Investment Management
New York
$10.9M
ASW
103
Astoria Strategic Wealth
Texas
$10.8M
GRP
104
Global Retirement Partners
California
$10.5M
UBS Group
105
UBS Group
Switzerland
$10.2M
GWP
106
Gateway Wealth Partners
Wisconsin
$10M
GKWIM
107
Gerber Kawasaki Wealth & Investment Management
California
$10M
CF
108
Cyr Financial
Illinois
$9.86M
TVAMP
109
Tennessee Valley Asset Management Partners
Tennessee
$9.69M
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$9.62M
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$9.59M
TCM
112
Towercrest Capital Management
Pennsylvania
$9.57M
SW
113
Simplicity Wealth
New Jersey
$9.48M
FWI
114
Facet Wealth Inc
Maryland
$9.4M
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$9.37M
SFS
116
Security Financial Services
Indiana
$9.01M
NFG
117
Northeast Financial Group
Pennsylvania
$8.53M
CWM
118
Cornerstone Wealth Management
Missouri
$8.52M
SEIA
119
Signature Estate & Investment Advisors
California
$8.48M
AA
120
ACT Advisors
North Carolina
$8.48M
UCFA
121
United Capital Financial Advisors
Texas
$8.45M
AWMG
122
Alliance Wealth Management Group
New Jersey
$8.39M
CAG
123
Crestwood Advisors Group
Massachusetts
$8.31M
EFL
124
ERn Financial LLC
Wisconsin
$8.24M
HighTower Advisors
125
HighTower Advisors
Illinois
$8.24M