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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
LPL Financial
1
LPL Financial
California
$606M +$40M +1,545,797 +7%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$468M +$31M +1,197,111 +7%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$392M +$27.1M +1,045,991 +7%
State Street
4
State Street
Massachusetts
$319M +$86.8M +3,353,130 +37%
Cerity Partners
5
Cerity Partners
New York
$301M +$15.6M +604,379 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$235M -$33.3M -1,285,558 -12%
RIG
7
RiverFront Investment Group
Virginia
$199M -$712K -27,501 -0.4%
HI
8
Horizon Investments
North Carolina
$183M +$2.79M +107,886 +2%
ETC
9
Exchange Traded Concepts
Oklahoma
$182M +$2.8M +108,031 +2%
Bank of America
10
Bank of America
North Carolina
$122M +$105M +4,039,547 +585%
Osaic Holdings
11
Osaic Holdings
Arizona
$107M +$671K +25,910 +0.6%
TFA
12
Tobias Financial Advisors
Florida
$101M +$5.49M +212,237 +6%
GI
13
Gradient Investments
Minnesota
$96.4M -$2.35M -90,806 -2%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$95.4M +$1.4M +53,952 +1%
USAA
15
United Services Automobile Association
Texas
$91.6M +$92.1M +3,559,006 New
BAAM
16
Baker Avenue Asset Management
California
$85M +$5.56M +214,760 +7%
UF
17
Univest Financial
Pennsylvania
$79.2M -$159K -6,134 -0.2%
JP Morgan Chase
18
JP Morgan Chase
New York
$72.4M +$15.6M +603,390 +27%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$72.1M +$7.65M +295,437 +12%
RA
20
Rational Advisors
New York
$71.7M -$3.91M -151,203 -5%
Raymond James Financial
21
Raymond James Financial
Florida
$68.4M +$1.1M +42,340 +2%
KWM
22
Kingsview Wealth Management
Oregon
$63.9M +$4.4M +169,828 +7%
Morgan Stanley
23
Morgan Stanley
New York
$62.9M +$22.1M +852,648 +54%
GLR
24
Great Lakes Retirement
Ohio
$58.8M +$1.95M +75,279 +3%
ACM
25
AlphaStar Capital Management
North Carolina
$58.7M +$9.07M +350,547 +18%