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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
RFS
276
Richardson Financial Services
Massachusetts
$654K -$27.4K -1,101 -4%
MFS
277
Mattson Financial Services
Michigan
$651K +$646K +25,936 New
MCA
278
MSH Capital Advisors
Arizona
$648K +$644K +25,838 New
PWG
279
Private Wealth Group
Florida
$642K -$408K -16,369 -39%
FF
280
Farrell Financial
New York
$640K +$113K +4,524 +22%
CAS
281
Coppell Advisory Solutions
Texas
$636K +$632K +25,366 New
FWM
282
Forza Wealth Management
Florida
$631K
CWM
283
Cornerstone Wealth Management
Missouri
$629K -$10.2K -410 -2%
AF
284
Advisornet Financial
Minnesota
$617K -$15.3K -612 -2%
GSEP
285
Golden State Equity Partners
California
$616K +$612K +24,556 New
MIC
286
Means Investment Company
Maine
$601K -$101K -4,061 -15%
LA
287
LexAurum Advisors
Kansas
$573K +$77.3K +3,102 +16%
WC
288
Waterloo Capital
Texas
$567K +$226K +9,050 +67%
IPWA
289
International Private Wealth Advisors
California
$551K +$153K +6,127 +39%
CA
290
CoreCap Advisors
Michigan
$550K -$220K -8,819 -29%
VCM
291
Virtue Capital Management
Tennessee
$539K +$65.2K +2,617 +14%
HF
292
HRT Financial
New York
$532K +$529K +21,215 New
WWM
293
Western Wealth Management
Colorado
$517K -$13.9K -557 -3%
GIA
294
Gladstone Institutional Advisory
Florida
$513K -$23K -922 -4%
SFG
295
Snider Financial Group
Washington
$511K -$30.8K -1,234 -6%
FCH
296
Freestone Capital Holdings
Washington
$511K +$13.7K +551 +3%
GWAG
297
Garrett Wealth Advisory Group
Texas
$504K -$107K -4,305 -18%
IHL
298
Investment House LLC
California
$497K +$494K +19,800 New
NFP
299
Narus Financial Partners
Utah
$495K +$23.5K +944 +5%
AG
300
Ascent Group
Virginia
$494K -$84.4K -3,387 -15%