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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
HighTower Advisors
126
HighTower Advisors
Illinois
$8.24M -$3.98M -155,368 -33%
AP
127
Appleton Partners
Massachusetts
$8.17M +$299K +11,683 +4%
VAG
128
VisionPoint Advisory Group
Texas
$8.1M -$815K -31,853 -9%
WAAG
129
Wealth Alliance Advisory Group
Kansas
$8.03M +$116K +4,521 +1%
SC
130
Savant Capital
Illinois
$7.98M -$398K -15,555 -5%
PFG
131
PAX Financial Group
Texas
$7.7M -$19.4K -758 -0.3%
DC
132
Destiny Capital
Colorado
$7.68M -$412K -16,079 -5%
PFA
133
Pure Financial Advisors
California
$7.41M +$36.6K +1,430 +0.5%
WWA
134
Wealth Watch Advisors
Colorado
$7.39M +$1.24M +48,325 +20%
BWA
135
Burt Wealth Advisors
Maryland
$7.37M -$105K -4,092 -1%
Ameriprise
136
Ameriprise
Minnesota
$7.31M +$567K +22,162 +8%
PWM
137
Perigon Wealth Management
California
$7.31M -$22.9K -894 -0.3%
BCI
138
Brinker Capital Investments
Pennsylvania
$7.08M -$43.9K -1,715 -0.6%
IAN
139
Integrated Advisors Network
Texas
$7.07M +$17K +664 +0.2%
VAF
140
Values Added Financial
District of Columbia
$7.07M +$224K +8,769 +3%
CBU
141
CIBC Bancorp USA
Illinois
$6.99M +$6.92M +270,374 New
TCWM
142
Total Clarity Wealth Management
Illinois
$6.95M +$486K +18,978 +8%
ZF
143
Zhang Financial
Michigan
$6.71M +$555K +21,690 +9%
NS
144
NBC Securities
Alabama
$6.68M +$536K +20,932 +9%
IWP
145
IAG Wealth Partners
Wisconsin
$6.59M +$687K +26,853 +12%
LFG
146
Larson Financial Group
Missouri
$6.48M -$3.25M -126,991 -34%
AFS
147
Amtrust Financial Services
New York
$6.48M
Truist Financial
148
Truist Financial
North Carolina
$6.37M -$2.3M -89,911 -27%
ICMP
149
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.36M +$632K +24,684 +11%
EIA
150
Eldridge Investment Advisors
New Hampshire
$5.95M -$1.53M -59,675 -21%