SPAB icon

State Street SPDR Portfolio Aggregate Bond ETF

486 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, 214 increasing their positions, 185 reducing their positions, and 41 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:

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
486
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
Comerica Bank
201
Comerica Bank
Texas
$2.4M
ATPW
202
Ashton Thomas Private Wealth
Arizona
$2.3M
CFGF
203
Compass Financial Group (Florida)
Florida
$2.29M
LSL
204
Legacy Solutions LLC
Pennsylvania
$2.27M
CWP
205
Core Wealth Partners
California
$2.25M
SCM
206
Steele Capital Management
Iowa
$2.21M
RFW
207
Rainier Family Wealth
Washington
$2.21M
SAM
208
Smartleaf Asset Management
Massachusetts
$2.17M
JCFM
209
JBR Co Financial Management
Oklahoma
$2.11M
FA
210
Fermata Advisors
California
$2.09M
BFA
211
Brown Financial Advisors
Ohio
$2.07M
PFA
212
Pinnacle Family Advisors
Missouri
$2.04M
PWG
213
Private Wealth Group
Florida
$2.04M
Commonwealth Equity Services
214
Commonwealth Equity Services
Massachusetts
$1.99M
WAS
215
Winch Advisory Services
Wisconsin
$1.95M
EGA
216
E&G Advisors
Texas
$1.88M
MWM
217
Meridian Wealth Management
Kentucky
$1.86M
UWM
218
USAdvisors Wealth Management
Minnesota
$1.8M
IWC
219
Integrated Wealth Concepts
Massachusetts
$1.77M
Citigroup
220
Citigroup
New York
$1.76M
GSC
221
G&S Capital
Colorado
$1.66M
SWP
222
Strategic Wealth Partners
Ohio
$1.66M
LFA
223
Laraway Financial Advisors
Minnesota
$1.65M
WAS
224
Wealth Advisory Solutions
Indiana
$1.63M
PFG
225
Prospect Financial Group
Virginia
$1.62M