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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
SFG
276
Snider Financial Group
Washington
$547K +$5.13K +203 +0.9%
GIA
277
Gladstone Institutional Advisory
Florida
$540K -$97.8K -3,868 -15%
WWM
278
Western Wealth Management
Colorado
$535K +$2.55K +101 +0.5%
FF
279
Farrell Financial
New York
$531K +$531K +20,996 New
FCH
280
Freestone Capital Holdings
Washington
$500K +$23K +911 +5%
LA
281
LexAurum Advisors
Kansas
$499K +$7.1K +281 +1%
WFP
282
Wrenne Financial Planning
Kentucky
$497K +$55.2K +2,183 +12%
National Bank of Canada
283
National Bank of Canada
Quebec, Canada
$491K -$572K -22,624 -53%
IFPL
284
Investments & Financial Planning LLC
Kentucky
$479K -$13.3K -528 -3%
NFP
285
Narus Financial Partners
Utah
$475K +$42.4K +1,679 +10%
BCM
286
Brookstone Capital Management
Illinois
$469K -$41.7K -1,649 -8%
VIA
287
Vickerman Investment Advisors
Washington
$467K -$44.9K -1,775 -9%
FMWA
288
Forvis Mazars Wealth Advisors
Missouri
$465K -$59.9K -2,371 -11%
VCM
289
Virtue Capital Management
Tennessee
$463K +$472K +18,683 New
BFA
290
Brown Financial Advisory
Alabama
$457K
MFA
291
Millington Financial Advisors
Illinois
$446K -$3.84K -152 -0.9%
PMG
292
ProVise Management Group
Florida
$432K -$7.53K -298 -2%
ZIM
293
Zacks Investment Management
Illinois
$424K -$8.7M -344,088 -95%
DWM
294
Dogwood Wealth Management
Kansas
$420K -$241K -9,517 -36%
VC
295
Vicus Capital
Pennsylvania
$417K -$5.26K -208 -1%
TWC
296
TD Waterhouse Canada
Ontario, Canada
$409K +$78.5K +3,104 +23%
IPWA
297
International Private Wealth Advisors
California
$400K -$4M -158,036 -91%
TSS
298
Two Sigma Securities
New York
$393K -$364K -14,407 -48%
AF
299
Apollon Financial
South Carolina
$389K -$210K -8,313 -35%
WFAG
300
Worth Financial Advisory Group
North Carolina
$388K -$32.7K -1,292 -8%