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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
NI
176
NYL Investors
New York
$3.47M -$17.1K -669 -0.5%
VC
177
Vicus Capital
Pennsylvania
$3.44M +$2.94M +114,875 +625%
TC
178
TownSquare Capital
Utah
$3.44M -$100K -3,909 -3%
IA
179
IFP Advisors
Florida
$3.39M +$116K +4,526 +4%
CL
180
CVFG LLC
Indiana
$3.37M +$500K +19,545 +18%
BB
181
Busey Bank
Illinois
$3.27M -$81.8K -3,197 -2%
SPA
182
Sentinel Pension Advisors
Massachusetts
$3.11M -$722K -28,227 -19%
AWA
183
Aquire Wealth Advisors
Utah
$3.09M -$158K -6,191 -5%
GEM
184
Global Endowment Management
North Carolina
$3.09M +$145K +5,672 +5%
AFM
185
Aspetuck Financial Management
Connecticut
$3.08M -$2.58K -101 -0.1%
CFA
186
Cahill Financial Advisors
Minnesota
$3M +$88.2K +3,446 +3%
SWP
187
Stratos Wealth Partners
Ohio
$2.99M +$121K +4,729 +4%
CA
188
CGN Advisors
Kansas
$2.96M +$13.2K +514 +0.5%
WCM
189
WealthTrak Capital Management
Virginia
$2.92M +$131K +5,129 +5%
VCM
190
Virtue Capital Management
Tennessee
$2.88M +$1.4M +54,799 +437%
DWM
191
Destination Wealth Management
California
$2.8M -$332K -12,982 -11%
PCA
192
Prosperity Capital Advisors
Ohio
$2.66M -$3.2M -124,842 -55%
PIFP
193
Partners in Financial Planning
Virginia
$2.63M +$41.8K +1,634 +2%
MFG
194
Merit Financial Group
Georgia
$2.61M -$503K -19,647 -16%
Bank of New York Mellon
195
Bank of New York Mellon
New York
$2.56M +$1.04M +40,780 +70%
SFS
196
Sowell Financial Services
Arkansas
$2.54M +$124K +4,827 +5%
MCA
197
Magnolia Capital Advisors
Mississippi
$2.51M +$366K +14,314 +17%
PWP
198
Precedent Wealth Partners
Texas
$2.5M +$323K +12,633 +15%
OGF
199
Orin Green Financial
California
$2.5M -$262K -10,237 -10%
TWP
200
Tempus Wealth Planning
California
$2.42M +$62.3K +2,436 +3%