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State Street SPDR Portfolio Aggregate Bond ETF

526 hedge funds and large institutions have $7.04B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 254 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 31

72% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 148

8% more funds holding

Funds holding: 488526 (+38)

5% more capital invested

Capital invested by funds: $6.7B → $7.04B (+$340M)

0.93% less ownership

Funds ownership: 77.55%76.62% (-0.93%)

4% less funds holding in top 10

Funds holding in top 10: 5755 (-2)

Holders
526
Holders Change
+38
Holders Change %
+7.79%
% of All Funds
6.4%
Holding in Top 10
55
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.51%
% of All Funds
0.67%
New
77
Increased
254
Reduced
148
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
176
Auour Investments
Massachusetts
$3.86M +$84.9K +3,279 +2%
GEM
177
Global Endowment Management
North Carolina
$3.83M +$754K +29,137 +24%
VCM
178
Virtue Capital Management
Tennessee
$3.82M +$2.1M +81,074 +120%
Commonwealth Equity Services
179
Commonwealth Equity Services
Massachusetts
$3.8M +$1.83M +70,631 +92%
BAM
180
Belpointe Asset Management
Nevada
$3.77M +$3.35M +129,319 +764%
CL
181
CVFG LLC
Indiana
$3.63M +$278K +10,760 +8%
BOC
182
Bull Oak Capital
California
$3.6M +$22K +849 +0.6%
NI
183
NYL Investors
New York
$3.55M +$90.8K +3,509 +3%
MFS
184
McNamara Financial Services
Massachusetts
$3.53M -$33M -1,273,836 -90%
JSL
185
JT Stratford LLC
Georgia
$3.5M -$1.43M -55,128 -29%
IA
186
IFP Advisors
Florida
$3.49M +$117K +4,525 +3%
EWA
187
EP Wealth Advisors
California
$3.49M +$3.51M +135,491 New
SFS
188
Security Financial Services
Indiana
$3.44M -$5.56M -214,981 -62%
CFG
189
Capital Financial Group
Colorado
$3.32M +$3.34M +129,117 New
SWP
190
Stratos Wealth Partners
Ohio
$3.31M +$333K +12,866 +11%
MCA
191
Magnolia Capital Advisors
Mississippi
$3.31M +$814K +31,463 +32%
CFA
192
Cahill Financial Advisors
Minnesota
$3.17M +$181K +7,000 +6%
DWM
193
Destination Wealth Management
California
$3.13M +$339K +13,087 +12%
WCM
194
WealthTrak Capital Management
Virginia
$3.09M +$179K +6,900 +6%
AFM
195
Aspetuck Financial Management
Connecticut
$3.06M -$1.81K -70 -0.1%
BB
196
Busey Bank
Illinois
$3.02M -$239K -9,254 -7%
PWP
197
Precedent Wealth Partners
Texas
$2.96M +$470K +18,172 +19%
CA
198
CGN Advisors
Kansas
$2.96M +$12.8K +495 +0.4%
SPA
199
Sentinel Pension Advisors
Massachusetts
$2.95M -$155K -5,986 -5%
RFW
200
Rainier Family Wealth
Washington
$2.92M +$726K +28,046 +33%