SPAB icon

State Street SPDR Portfolio Aggregate Bond ETF

484 hedge funds and large institutions have $6.69B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 213 increasing their positions, 185 reducing their positions, and 41 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:

14% less funds holding in top 10

Funds holding in top 10: 6657 (-9)

15% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 41

Holders
484
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
ARG
101
Advisory Resource Group
Oklahoma
$11.6M
RWS
102
Rochester Wealth Strategies
Michigan
$11M
RIM
103
Rockbridge Investment Management
New York
$10.9M
ASW
104
Astoria Strategic Wealth
Texas
$10.8M
GRP
105
Global Retirement Partners
California
$10.5M
UBS Group
106
UBS Group
Switzerland
$10.2M
GWP
107
Gateway Wealth Partners
Wisconsin
$10M
GKWIM
108
Gerber Kawasaki Wealth & Investment Management
California
$10M
CF
109
Cyr Financial
Illinois
$9.86M
TVAMP
110
Tennessee Valley Asset Management Partners
Tennessee
$9.69M
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$9.62M
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$9.59M
TCM
113
Towercrest Capital Management
Pennsylvania
$9.57M
SW
114
Simplicity Wealth
New Jersey
$9.48M
FWI
115
Facet Wealth Inc
Maryland
$9.4M
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$9.37M
SFS
117
Security Financial Services
Indiana
$9.01M
NFG
118
Northeast Financial Group
Pennsylvania
$8.53M
CWM
119
Cornerstone Wealth Management
Missouri
$8.52M
SEIA
120
Signature Estate & Investment Advisors
California
$8.48M
AA
121
ACT Advisors
North Carolina
$8.48M
UCFA
122
United Capital Financial Advisors
Texas
$8.45M
AWMG
123
Alliance Wealth Management Group
New Jersey
$8.39M
CAG
124
Crestwood Advisors Group
Massachusetts
$8.31M
EFL
125
ERn Financial LLC
Wisconsin
$8.24M