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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
RWA
251
Rooted Wealth Advisors
Illinois
$1.09M -$106K -4,271 -9%
HAG
252
HF Advisory Group
Maryland
$1.06M +$202K +8,109 +24%
TFG
253
Tilson Financial Group
New Jersey
$1.05M -$1.59M -63,927 -60%
OAS
254
Optivise Advisory Services
Tennessee
$1.05M +$1.04M +41,730 New
KAS
255
Kestra Advisory Services
Texas
$1.04M +$256K +10,269 +33%
GSIS
256
Global Strategic Investment Solutions
Arizona
$1.02M +$707K +28,375 +232%
MW
257
Marcum Wealth
Ohio
$1M -$97K -3,893 -9%
Natixis Advisors
258
Natixis Advisors
Massachusetts
$1M -$41.8K -1,677 -4%
SCM
259
Steele Capital Management
Iowa
$960K +$216K +8,670 +29%
LIA
260
Lynx Investment Advisory
District of Columbia
$952K +$945K +37,927 New
Prudential Financial
261
Prudential Financial
New Jersey
$915K +$179K +7,191 +25%
ETIA
262
Epic Trust Investment Advisors
Washington
$902K +$798 +32 +0.1%
AI
263
Atria Investments
North Carolina
$883K -$113K -4,537 -11%
HI
264
Harbour Investments
Wisconsin
$882K +$191K +7,647 +28%
CWM
265
Congress Wealth Management
Massachusetts
$868K +$1.65K +66 +0.2%
MA
266
Mutual Advisors
Nebraska
$862K +$13.7K +549 +2%
BAM
267
Belpointe Asset Management
Nevada
$840K +$84.5K +3,389 +11%
EWA
268
Exencial Wealth Advisors
Oklahoma
$830K -$149K -5,970 -15%
SMI
269
Shelter Mutual Insurance
Missouri
$825K
AWM
270
Austin Wealth Management
Texas
$824K -$2.97K -119 -0.4%
KFS
271
Kelly Financial Services
Massachusetts
$798K -$169K -6,777 -18%
WS
272
Wedbush Securities
California
$719K +$623 +25 +0.1%
NCFG
273
New Century Financial Group
New Jersey
$710K +$706K +28,313 New
WFS
274
WealthGarden F.S.
California
$685K +$680K +27,288 New
ATC
275
Argent Trust Co
Tennessee
$664K +$11.3K +454 +2%