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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
FWP
301
Falcon Wealth Planning
California
$484K -$361K -14,503 -43%
National Bank of Canada
302
National Bank of Canada
Quebec, Canada
$482K -$9.6K -385 -2%
WFP
303
Wrenne Financial Planning
Kentucky
$472K -$21.5K -862 -4%
APWA
304
Atlas Private Wealth Advisors
New Jersey
$462K +$229K +9,181 +99%
BFA
305
Brown Financial Advisory
Alabama
$455K +$1.45K +58 +0.3%
IFPL
306
Investments & Financial Planning LLC
Kentucky
$447K -$27.9K -1,119 -6%
Fisher Asset Management
307
Fisher Asset Management
Washington
$444K +$441K +17,687 New
FMWA
308
Forvis Mazars Wealth Advisors
Missouri
$443K -$18.2K -729 -4%
JCFM
309
JBR Co Financial Management
Oklahoma
$441K +$77K +3,091 +21%
MFA
310
Millington Financial Advisors
Illinois
$432K -$10.5K -423 -2%
BFG
311
Buttonwood Financial Group
Missouri
$429K -$1.26M -50,413 -75%
O3W
312
Omni 360 Wealth
New Jersey
$427K -$209K -8,398 -33%
VC
313
Vicus Capital
Pennsylvania
$421K +$6.83K +274 +2%
CCM
314
Crabel Capital Management
California
$419K +$121K +4,860 +41%
Betterment LLC
315
Betterment LLC
New York
$417K +$66.7K +2,678 +19%
TWC
316
TD Waterhouse Canada
Ontario, Canada
$406K
BCM
317
Brookstone Capital Management
Illinois
$403K -$66.8K -2,682 -14%
WEG
318
World Equity Group
Illinois
$391K +$18.3K +734 +5%
TSS
319
Two Sigma Securities
New York
$390K +$673 +27 +0.2%
RBFC
320
Roman Butler Fullerton & Co
Missouri
$387K +$548 +22 +0.1%
CWM
321
Collaborative Wealth Management
Florida
$387K +$1.37K +55 +0.4%
PPWM
322
PFG Private Wealth Management
Florida
$382K +$21.4K +860 +6%
KAS
323
KPP Advisory Services
Kentucky
$380K +$120K +4,822 +47%
ZIM
324
Zacks Investment Management
Illinois
$372K -$49.1K -1,971 -12%
IA
325
Insight Advisors
Pennsylvania
$369K +$18.1K +728 +5%