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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
301
Collaborative Wealth Management
Florida
$388K -$212K -8,380 -35%
RBFC
302
Roman Butler Fullerton & Co
Missouri
$378K -$102K -4,032 -21%
WEG
303
World Equity Group
Illinois
$375K -$9.15K -362 -2%
DC
304
Davenport & Co
Virginia
$370K -$32.9K -1,303 -8%
JCFM
305
JBR Co Financial Management
Oklahoma
$367K +$367K +14,503 New
PPWM
306
PFG Private Wealth Management
Florida
$363K +$13.9K +548 +4%
CCG
307
Capital CS Group
California
$360K -$84.2K -3,332 -19%
CSC
308
Cove Street Capital
California
$357K +$356K +14,100 New
IA
309
Insight Advisors
Pennsylvania
$353K +$33.7K +1,333 +11%
Betterment LLC
310
Betterment LLC
New York
$353K +$353K +13,950 New
KWA
311
Kingswood Wealth Advisors
California
$349K +$349K +13,790 New
WC
312
Waterloo Capital
Texas
$342K -$186K -7,345 -35%
AFG
313
Atomi Financial Group
New York
$339K +$339K +13,429 New
LSAG
314
Lake Street Advisors Group
New Hampshire
$329K
Focus Partners Wealth
315
Focus Partners Wealth
Massachusetts
$327K +$99.2K +3,922 +44%
DA
316
Detalus Advisors
Missouri
$323K +$10.5K +415 +3%
AAS
317
Ameritas Advisory Services
Nebraska
$318K +$318K +12,572 New
GSIS
318
Global Strategic Investment Solutions
Arizona
$309K +$1.04K +41 +0.3%
Millennium Management
319
Millennium Management
New York
$307K +$307K +12,132 New
BL
320
Balentine LLC
Georgia
$306K +$18.2K +719 +6%
CPA
321
Capital Planning Advisors
California
$306K +$306K +12,085 New
TAM
322
Tucker Asset Management
Colorado
$302K +$302K +11,958 New
CCM
323
Crabel Capital Management
California
$299K -$1.06M -41,962 -78%
AFWM
324
AMJ Financial Wealth Management
Virginia
$297K +$51K +2,016 +21%
Koshinski Asset Management
325
Koshinski Asset Management
Illinois
$297K +$297K +11,762 New