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State Street SPDR Portfolio Aggregate Bond ETF

500 hedge funds and large institutions have $8.02B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 212 increasing their positions, 176 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 31

22% more capital invested

Capital invested by funds: $6.56B → $8.02B (+$1.46B)

20% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 176

8% more funds holding

Funds holding: 462500 (+38)

3% more funds holding in top 10

Funds holding in top 10: 6062 (+2)

2.13% less ownership

Funds ownership: 76.54%74.41% (-2.1%)

Holders
500
Holders Change
+38
Holders Change %
+8.23%
% of All Funds
6.59%
Holding in Top 10
62
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.33%
% of All Funds
0.82%
New
78
Increased
212
Reduced
176
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
226
Financial Advocates Investment Management
Washington
$2.06M -$721K -28,374 -26%
PFA
227
Pinnacle Family Advisors
Missouri
$2.06M +$359K +14,107 +21%
LSL
228
Legacy Solutions LLC
Pennsylvania
$2.05M +$2.08M +81,913 New
AWG
229
Altus Wealth Group
Colorado
$2.03M +$66.9K +2,633 +3%
FA
230
Fermata Advisors
California
$2.02M -$200K -7,852 -9%
SDWIA
231
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.01M -$51.2K -2,014 -2%
SAM
232
Smartleaf Asset Management
Massachusetts
$1.89M -$848K -33,338 -31%
EGA
233
E&G Advisors
Texas
$1.86M -$27.4K -1,076 -1%
FPW
234
Flagship Private Wealth
Massachusetts
$1.77M -$31.3K -1,230 -2%
SWP
235
Strategic Wealth Partners
Ohio
$1.76M +$7.04K +277 +0.4%
MWM
236
Meridian Wealth Management
Kentucky
$1.75M +$161K +6,314 +10%
NCM
237
Northwest Capital Management
Oregon
$1.71M -$596K -23,428 -26%
AQR Capital Management
238
AQR Capital Management
Connecticut
$1.68M +$372K +14,627 +28%
WAS
239
Winch Advisory Services
Wisconsin
$1.67M +$192K +7,542 +13%
GM
240
GeoWealth Management
Illinois
$1.66M -$1.59M -62,603 -49%
SOS
241
Silver Oak Securities
Tennessee
$1.65M +$348K +13,705 +26%
LFA
242
Laraway Financial Advisors
Minnesota
$1.64M -$22K -865 -1%
CIAS
243
CFS Investment Advisory Services
New Jersey
$1.64M -$2.51M -98,900 -60%
PFG
244
Prospect Financial Group
Virginia
$1.59M +$1.62M +63,781 New
RIM
245
Redwood Investment Management
Arizona
$1.59M -$91.3K -3,593 -5%
HWP
246
Hibernia Wealth Partners
Louisiana
$1.58M -$1.53M -60,065 -49%
WAS
247
Wealth Advisory Solutions
Indiana
$1.54M +$90.4K +3,557 +6%
SFC
248
Strategic Financial Concepts
Texas
$1.54M +$1.56M +61,492 New
KWS
249
Keystone Wealth Services
California
$1.53M -$112K -4,395 -7%
KPWS
250
Kestra Private Wealth Services
Texas
$1.52M +$17.3K +680 +1%