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State Street SPDR Portfolio Aggregate Bond ETF

455 hedge funds and large institutions have $5.73B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 203 increasing their positions, 169 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 25

20% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 169

4% more funds holding

Funds holding: 439455 (+16)

2% more capital invested

Capital invested by funds: $5.6B → $5.73B (+$124M)

0.79% more ownership

Funds ownership: 72.42%73.22% (+0.79%)

3% less funds holding in top 10

Funds holding in top 10: 6361 (-2)

Holders
455
Holders Change
+16
Holders Change %
+3.64%
% of All Funds
6.57%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
0.88%
New
44
Increased
203
Reduced
169
Closed
25
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Strategic Wealth Partners
Ohio
$1.5M -$21.4K -860 -1%
DWP
227
Destiny Wealth Partners
Florida
$1.5M -$30.9K -1,241 -2%
KPWS
228
Kestra Private Wealth Services
Texas
$1.5M -$41.2K -1,654 -3%
MWM
229
Meridian Wealth Management
Kentucky
$1.46M +$1.45M +58,162 New
WAS
230
Wealth Advisory Solutions
Indiana
$1.44M +$53.5K +2,148 +4%
WAS
231
Winch Advisory Services
Wisconsin
$1.42M +$199K +7,970 +16%
PFA
232
Pinnacle Family Advisors
Missouri
$1.42M -$121K -4,869 -8%
Goldman Sachs
233
Goldman Sachs
New York
$1.41M
CIC
234
Carnegie Investment Counsel
Ohio
$1.4M +$25.5K +1,025 +2%
WCFA
235
Walkner Condon Financial Advisors
Wisconsin
$1.33M -$218K -8,734 -14%
VWA
236
Visionary Wealth Advisors
Illinois
$1.31M +$56.4K +2,262 +5%
LA
237
Lifeworks Advisors
Michigan
$1.3M -$55K -2,208 -4%
PTC
238
Private Trust Company
Ohio
$1.29M -$458K -18,366 -26%
ACM
239
Absolute Capital Management
Pennsylvania
$1.28M -$31.4K -1,260 -2%
T
240
Tidemark
California
$1.24M -$657K -26,353 -35%
PWH
241
Priebe Wealth Holdings
Minnesota
$1.23M +$306K +12,282 +34%
WIA
242
World Investment Advisors
California
$1.22M +$1.22M +48,803 New
NRI
243
NFP Retirement Inc
California
$1.2M +$10.2K +409 +0.9%
RPSA
244
Richard P. Slaughter Associates
Texas
$1.19M +$116K +4,659 +11%
PAG
245
Paladin Advisory Group
Iowa
$1.18M -$41.5K -1,664 -3%
TA
246
TKG Advisors
Indiana
$1.17M -$13.1K -524 -1%
NAS
247
Nicolet Advisory Services
Wisconsin
$1.17M -$1.81M -72,431 -61%
IFG
248
Independent Financial Group
California
$1.15M +$398K +15,985 +53%
AWM
249
Axxcess Wealth Management
California
$1.14M -$19K -762 -2%
GSC
250
G&S Capital
Colorado
$1.13M +$144K +5,789 +15%