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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
ARG
101
Advisory Resource Group
Oklahoma
$11.6M -$1.33M -51,805 -10%
RWS
102
Rochester Wealth Strategies
Michigan
$11M +$1.89M +73,960 +21%
RIM
103
Rockbridge Investment Management
New York
$10.9M -$290K -11,331 -3%
ASW
104
Astoria Strategic Wealth
Texas
$10.8M +$132K +5,144 +1%
GRP
105
Global Retirement Partners
California
$10.5M +$491K +19,197 +5%
UBS Group
106
UBS Group
Switzerland
$10.2M -$16.8M -657,199 -63%
GWP
107
Gateway Wealth Partners
Wisconsin
$10M +$1.99M +77,920 +25%
GKWIM
108
Gerber Kawasaki Wealth & Investment Management
California
$10M +$36.1K +1,410 +0.4%
CF
109
Cyr Financial
Illinois
$9.86M +$853K +33,323 +10%
TVAMP
110
Tennessee Valley Asset Management Partners
Tennessee
$9.69M +$853K +33,334 +10%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$9.62M +$6.02M +235,268 +172%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$9.59M +$1.58M +61,541 +20%
TCM
113
Towercrest Capital Management
Pennsylvania
$9.57M +$552K +21,584 +6%
SW
114
Simplicity Wealth
New Jersey
$9.48M -$6.66M -260,087 -41%
FWI
115
Facet Wealth Inc
Maryland
$9.4M -$315K -12,326 -3%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$9.37M +$7.43M +290,372 +403%
SFS
117
Security Financial Services
Indiana
$9.01M +$152K +5,924 +2%
NFG
118
Northeast Financial Group
Pennsylvania
$8.53M +$109K +4,247 +1%
CWM
119
Cornerstone Wealth Management
Missouri
$8.52M +$684K +26,733 +9%
SEIA
120
Signature Estate & Investment Advisors
California
$8.48M +$80K +3,125 +1%
AA
121
ACT Advisors
North Carolina
$8.48M +$747K +29,202 +10%
UCFA
122
United Capital Financial Advisors
Texas
$8.45M -$37.3K -1,456 -0.4%
AWMG
123
Alliance Wealth Management Group
New Jersey
$8.39M +$473K +18,492 +6%
CAG
124
Crestwood Advisors Group
Massachusetts
$8.31M -$404K -15,768 -5%
EFL
125
ERn Financial LLC
Wisconsin
$8.24M +$1.92M +74,825 +31%