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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
AP
126
Appleton Partners
Massachusetts
$8.17M
VAG
127
VisionPoint Advisory Group
Texas
$8.1M
WAAG
128
Wealth Alliance Advisory Group
Kansas
$8.03M
SC
129
Savant Capital
Illinois
$8.01M
PFG
130
PAX Financial Group
Texas
$7.7M
DC
131
Destiny Capital
Colorado
$7.68M
PFA
132
Pure Financial Advisors
California
$7.41M
WWA
133
Wealth Watch Advisors
Colorado
$7.39M
BWA
134
Burt Wealth Advisors
Maryland
$7.37M
Ameriprise
135
Ameriprise
Minnesota
$7.31M
PWM
136
Perigon Wealth Management
California
$7.31M
BCI
137
Brinker Capital Investments
Pennsylvania
$7.08M
IAN
138
Integrated Advisors Network
Texas
$7.07M
VAF
139
Values Added Financial
District of Columbia
$7.07M
CBU
140
CIBC Bancorp USA
Illinois
$6.99M
TCWM
141
Total Clarity Wealth Management
Illinois
$6.95M
ZF
142
Zhang Financial
Michigan
$6.71M
NS
143
NBC Securities
Alabama
$6.68M
IWP
144
IAG Wealth Partners
Wisconsin
$6.59M
LFG
145
Larson Financial Group
Missouri
$6.48M
AFS
146
Amtrust Financial Services
New York
$6.48M
Truist Financial
147
Truist Financial
North Carolina
$6.37M
ICMP
148
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.36M
EIA
149
Eldridge Investment Advisors
New Hampshire
$5.95M
CAL
150
Capital Analysts LLC
Pennsylvania
$5.89M