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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
CAL
151
Capital Analysts LLC
Pennsylvania
$5.89M +$3.55M +138,632 +156%
LCM
152
Lunt Capital Management
Utah
$5.84M -$181K -7,057 -3%
WIA
153
World Investment Advisors
California
$5.79M +$2.43M +94,759 +73%
CAC
154
Certified Advisory Corp
Florida
$5.74M -$1.03M -40,415 -15%
HAS
155
HBW Advisory Services
California
$5.7M +$480K +18,749 +9%
GWM
156
Geneos Wealth Management
Colorado
$5.5M +$127K +4,949 +2%
FPWM
157
FSB Premier Wealth Management
Iowa
$5.44M -$21.7K -849 -0.4%
ALC
158
Alexander Labrunerie & Co
Missouri
$5.39M -$20K -781 -0.4%
LA
159
Lifeworks Advisors
Michigan
$5.32M -$24.2K -946 -0.5%
MPW
160
Melone Private Wealth
Michigan
$5.25M -$207K -8,106 -4%
PA
161
Parallel Advisors
California
$5.09M -$211K -8,250 -4%
JSL
162
JT Stratford LLC
Georgia
$4.94M +$8.98K +351 +0.2%
AWM
163
AE Wealth Management
Kansas
$4.92M -$393K -15,361 -7%
MWM
164
McMill Wealth Management
Nebraska
$4.86M -$4.89K -191 -0.1%
KAS
165
Kestra Advisory Services
Texas
$4.77M +$3M +117,311 +174%
AF
166
Allworth Financial
California
$4.65M -$237K -9,257 -5%
AWM
167
Avior Wealth Management
Nebraska
$4.65M +$33.1K +1,293 +0.7%
IWN
168
Independent Wealth Network
Iowa
$4.48M +$444K +17,329 +11%
BCM
169
Barden Capital Management
Texas
$4.32M -$31.5K -1,232 -0.7%
TPWA
170
TRUE Private Wealth Advisors
Oregon
$3.82M +$117K +4,578 +3%
CFD
171
Creative Financial Designs
Indiana
$3.8M +$1.12M +43,841 +42%
AI
172
Auour Investments
Massachusetts
$3.79M +$788K +30,775 +27%
OMC
173
Old Mission Capital
Illinois
$3.7M +$3.67M +143,304 New
IFG
174
Independent Financial Group
California
$3.62M +$885K +34,578 +33%
BOC
175
Bull Oak Capital
California
$3.59M +$68.8K +2,690 +2%