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State Street SPDR Portfolio Aggregate Bond ETF

439 hedge funds and large institutions have $5.6B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 179 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 48

4% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 172

5% less capital invested

Capital invested by funds: $5.88B → $5.6B (-$282M)

1% less funds holding

Funds holding: 445439 (-6)

4.71% less ownership

Funds ownership: 77.13%72.42% (-4.7%)

6% less funds holding in top 10

Funds holding in top 10: 6763 (-4)

Holders
439
Holders Change
-6
Holders Change %
-1.35%
% of All Funds
6.32%
Holding in Top 10
63
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.97%
% of All Funds
0.91%
New
53
Increased
179
Reduced
172
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Congress Wealth Management
Massachusetts
$873K -$433K -17,130 -33%
HAG
252
HF Advisory Group
Maryland
$867K +$30.8K +1,220 +4%
FWP
253
Falcon Wealth Planning
California
$855K -$56.7K -2,241 -6%
MA
254
Mutual Advisors
Nebraska
$843K +$80.2K +3,171 +11%
SMI
255
Shelter Mutual Insurance
Missouri
$832K
AWM
256
Austin Wealth Management
Texas
$816K -$40.3K -1,594 -5%
KAS
257
Kestra Advisory Services
Texas
$791K -$420K -16,619 -35%
CA
258
CoreCap Advisors
Michigan
$777K +$462K +18,288 +147%
BAM
259
Belpointe Asset Management
Nevada
$760K +$760K +30,075 New
IFG
260
Independent Financial Group
California
$756K +$383K +15,143 +103%
SCM
261
Steele Capital Management
Iowa
$748K -$331K -13,088 -31%
FTA
262
Financial & Tax Architects
Missouri
$747K -$606K -23,977 -45%
Prudential Financial
263
Prudential Financial
New Jersey
$740K -$335K -13,245 -31%
CASC
264
Coppell Advisory Solutions Corp
Texas
$728K +$728K +28,800 New
WS
265
Wedbush Securities
California
$724K +$58.4K +2,311 +9%
MIC
266
Means Investment Company
Maine
$708K -$117K -4,646 -14%
HI
267
Harbour Investments
Wisconsin
$695K -$304K -12,020 -30%
RFS
268
Richardson Financial Services
Massachusetts
$680K -$84.1K -3,325 -11%
ATC
269
Argent Trust Co
Tennessee
$658K -$45.4K -1,796 -6%
CWM
270
Cornerstone Wealth Management
Missouri
$644K +$2.33K +92 +0.4%
O3W
271
Omni 360 Wealth
New Jersey
$642K -$259K -10,245 -29%
AF
272
Advisornet Financial
Minnesota
$637K +$21.8K +863 +4%
FWM
273
Forza Wealth Management
Florida
$636K +$636K +25,150 New
GWAG
274
Garrett Wealth Advisory Group
Texas
$617K -$18.5M -731,991 -97%
AG
275
Ascent Group
Virginia
$583K +$315K +12,456 +117%