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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
LPL Financial
1
LPL Financial
California
$568M -$4.99M -194,906 -0.9%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$439M -$2.33M -91,062 -0.5%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$366M +$39.2M +1,530,403 +12%
Cerity Partners
4
Cerity Partners
New York
$286M +$13.9M +541,686 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$269M -$17.5M -683,024 -6%
State Street
6
State Street
Massachusetts
$234M -$374M -14,595,182 -62%
RIG
7
RiverFront Investment Group
Virginia
$201M +$1.47M +57,263 +0.7%
HI
8
Horizon Investments
North Carolina
$180M +$178M +6,972,817 +100,968%
ETC
9
Exchange Traded Concepts
Oklahoma
$180M +$178M +6,973,510 New
Osaic Holdings
10
Osaic Holdings
Arizona
$106M -$4.34M -169,407 -4%
WCWM
11
Willow Creek Wealth Management
California
$102M +$6.14M +239,810 +6%
GI
12
Gradient Investments
Minnesota
$99.1M -$1.61M -63,012 -2%
TFA
13
Tobias Financial Advisors
Florida
$95.5M +$5.45M +212,958 +6%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$94.1M +$395K +15,447 +0.4%
BAAM
15
Baker Avenue Asset Management
California
$79.8M +$2.24M +87,430 +3%
UF
16
Univest Financial
Pennsylvania
$79.6M +$2.99M +116,977 +4%
RA
17
Rational Advisors
New York
$75.9M -$802K -31,333 -1%
Raymond James Financial
18
Raymond James Financial
Florida
$67.6M -$6.5M -254,123 -9%
GVAG
19
Great Valley Advisor Group
Delaware
$66.2M +$6.29M +245,768 +11%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$64.7M +$3M +117,213 +5%
KWM
21
Kingsview Wealth Management
Oregon
$59.8M +$5.89M +229,949 +11%
EH
22
Equitable Holdings
New York
$58.5M -$1.11M -43,550 -2%
JP Morgan Chase
23
JP Morgan Chase
New York
$57.1M -$7.41M -289,524 -12%
GLR
24
Great Lakes Retirement
Ohio
$57M +$1.6M +62,672 +3%
TC
25
Trilogy Capital
California
$53.9M +$792K +30,953 +2%