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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
CWP
201
Core Wealth Partners
California
$2.25M
SCM
202
Steele Capital Management
Iowa
$2.21M
RFW
203
Rainier Family Wealth
Washington
$2.21M
SAM
204
Smartleaf Asset Management
Massachusetts
$2.17M
JCFM
205
JBR Co Financial Management
Oklahoma
$2.11M
FA
206
Fermata Advisors
California
$2.09M
BFA
207
Brown Financial Advisors
Ohio
$2.07M
PFA
208
Pinnacle Family Advisors
Missouri
$2.04M
PWG
209
Private Wealth Group
Florida
$2.04M
Commonwealth Equity Services
210
Commonwealth Equity Services
Massachusetts
$1.99M
WAS
211
Winch Advisory Services
Wisconsin
$1.95M
EGA
212
E&G Advisors
Texas
$1.88M
MWM
213
Meridian Wealth Management
Kentucky
$1.86M
UWM
214
USAdvisors Wealth Management
Minnesota
$1.8M
IWC
215
Integrated Wealth Concepts
Massachusetts
$1.77M
Citigroup
216
Citigroup
New York
$1.76M
GSC
217
G&S Capital
Colorado
$1.66M
SWP
218
Strategic Wealth Partners
Ohio
$1.66M
LFA
219
Laraway Financial Advisors
Minnesota
$1.65M
WAS
220
Wealth Advisory Solutions
Indiana
$1.63M
PFG
221
Prospect Financial Group
Virginia
$1.62M
BIM
222
Breakwater Investment Management
Washington
$1.6M
IPWA
223
International Private Wealth Advisors
California
$1.6M
Koshinski Asset Management
224
Koshinski Asset Management
Illinois
$1.6M
Empower Advisory Group
225
Empower Advisory Group
Colorado
$1.59M