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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
AWA
201
Aquire Wealth Advisors
Utah
$2.8M -$279K -10,766 -9%
SFS
202
Sowell Financial Services
Arkansas
$2.76M +$235K +9,086 +9%
PC
203
PCB Capital
New Jersey
$2.73M +$2.75M +106,129 New
PIFP
204
Partners in Financial Planning
Virginia
$2.64M +$18.5K +714 +0.7%
JCFM
205
JBR Co Financial Management
Oklahoma
$2.6M +$500K +19,336 +24%
OGF
206
Orin Green Financial
California
$2.59M +$103K +3,984 +4%
HAG
207
HighPoint Advisor Group
Illinois
$2.55M +$2.57M +99,220 New
Empower Advisory Group
208
Empower Advisory Group
Colorado
$2.55M +$970K +37,472 +61%
CWP
209
Core Wealth Partners
California
$2.51M +$274K +10,569 +12%
ATPW
210
Ashton Thomas Private Wealth
Arizona
$2.4M +$114K +4,404 +5%
AI
211
Atria Investments
North Carolina
$2.4M +$913K +35,285 +61%
TWP
212
Tempus Wealth Planning
California
$2.32M -$97.2K -3,755 -4%
LSL
213
Legacy Solutions LLC
Pennsylvania
$2.31M +$50.4K +1,946 +2%
SAM
214
Smartleaf Asset Management
Massachusetts
$2.29M +$120K +4,638 +6%
CFGF
215
Compass Financial Group (Florida)
Florida
$2.28M +$5.54K +214 +0.2%
Goldman Sachs
216
Goldman Sachs
New York
$2.21M +$1.03M +39,810 +87%
SCM
217
Steele Capital Management
Iowa
$2.17M -$28.3K -1,094 -1%
FA
218
Fermata Advisors
California
$2.07M -$8.85K -342 -0.4%
PWG
219
Private Wealth Group
Florida
$2.06M +$29.8K +1,153 +1%
BFA
220
Brown Financial Advisors
Ohio
$2.04M -$19.9K -768 -1%
WAS
221
Winch Advisory Services
Wisconsin
$2.02M +$77.1K +2,981 +4%
FHA
222
Flagship Harbor Advisors
Massachusetts
$1.92M -$11.9M -460,029 -86%
EGA
223
E&G Advisors
Texas
$1.81M -$58.8K -2,271 -3%
TA
224
TrueWealth Advisors
Alabama
$1.8M -$608K -23,482 -25%
RCM
225
Raleigh Capital Management
North Carolina
$1.8M +$1.06M +40,936 +141%