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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
TA
201
TrueWealth Advisors
Alabama
$2.42M -$363K -14,185 -13%
Comerica Bank
202
Comerica Bank
Texas
$2.4M -$154 -6 -0%
ATPW
203
Ashton Thomas Private Wealth
Arizona
$2.3M +$24.1K +941 +1%
CFGF
204
Compass Financial Group (Florida)
Florida
$2.29M -$136K -5,329 -6%
LSL
205
Legacy Solutions LLC
Pennsylvania
$2.27M +$96.2K +3,757 +4%
CWP
206
Core Wealth Partners
California
$2.25M +$253K +9,883 +13%
SCM
207
Steele Capital Management
Iowa
$2.21M +$32.6K +1,275 +2%
RFW
208
Rainier Family Wealth
Washington
$2.21M +$510K +19,928 +30%
SAM
209
Smartleaf Asset Management
Massachusetts
$2.17M +$113K +4,413 +6%
JCFM
210
JBR Co Financial Management
Oklahoma
$2.11M +$569K +22,251 +38%
FA
211
Fermata Advisors
California
$2.09M -$90K -3,515 -4%
BFA
212
Brown Financial Advisors
Ohio
$2.07M -$311K -12,156 -13%
PFA
213
Pinnacle Family Advisors
Missouri
$2.04M +$43.3K +1,692 +2%
PWG
214
Private Wealth Group
Florida
$2.04M -$56.6K -2,210 -3%
Commonwealth Equity Services
215
Commonwealth Equity Services
Massachusetts
$1.99M -$498K -19,444 -20%
WAS
216
Winch Advisory Services
Wisconsin
$1.95M +$187K +7,300 +11%
EGA
217
E&G Advisors
Texas
$1.88M -$2.56K -100 -0.1%
MWM
218
Meridian Wealth Management
Kentucky
$1.86M -$36.6K -1,431 -2%
UWM
219
USAdvisors Wealth Management
Minnesota
$1.8M +$13.6K +530 +0.8%
IWC
220
Integrated Wealth Concepts
Massachusetts
$1.77M -$1.22M -47,697 -41%
Citigroup
221
Citigroup
New York
$1.76M -$249K -9,719 -12%
GSC
222
G&S Capital
Colorado
$1.66M +$71.7K +2,801 +5%
SWP
223
Strategic Wealth Partners
Ohio
$1.66M -$120K -4,680 -7%
LFA
224
Laraway Financial Advisors
Minnesota
$1.65M -$3.66K -143 -0.2%
WAS
225
Wealth Advisory Solutions
Indiana
$1.63M +$109K +4,264 +7%