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State Street SPDR Portfolio Aggregate Bond ETF

445 hedge funds and large institutions have $5.88B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 189 increasing their positions, 145 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 37

30% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 145

20% more capital invested

Capital invested by funds: $4.9B → $5.88B (+$984M)

16% more funds holding in top 10

Funds holding in top 10: 5867 (+9)

9% more funds holding

Funds holding: 407445 (+38)

1.92% more ownership

Funds ownership: 75.21%77.13% (+1.9%)

Holders
445
Holders Change
+38
Holders Change %
+9.34%
% of All Funds
6.49%
Holding in Top 10
67
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.52%
% of All Funds
0.98%
New
82
Increased
189
Reduced
145
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
326
Ashton Thomas Private Wealth
Arizona
$357K +$90.2K +3,668 +36%
PPWM
327
PFG Private Wealth Management
Florida
$354K +$5.41K +220 +2%
TWC
328
TD Waterhouse Canada
Ontario, Canada
$337K +$54.1K +2,199 +20%
SWIG
329
Strategic Wealth Investment Group
Kentucky
$334K -$2.39K -97 -0.7%
LSAG
330
Lake Street Advisors Group
New Hampshire
$334K +$320K +13,020 New
PFA
331
Professional Financial Advisors
Nebraska
$325K -$22.4K -910 -7%
IA
332
Insight Advisors
Pennsylvania
$324K -$3.79K -154 -1%
SW
333
SlateStone Wealth
Florida
$323K -$7.43K -302 -2%
SAG
334
SageView Advisory Group
California
$321K -$304K -12,362 Closed
CA
335
CoreCap Advisors
Michigan
$319K -$295 -12 -0.1%
DA
336
Detalus Advisors
Missouri
$317K -$490K -19,923 -62%
HGERS
337
Householder Group Estate & Retirement Specialist
Arizona
$316K +$1.94K +79 +0.6%
GSIS
338
Global Strategic Investment Solutions
Arizona
$313K +$3.2K +130 +1%
SOS
339
Silver Oak Securities
Tennessee
$312K +$300K +12,183 New
SLC
340
Second Line Capital
Louisiana
$301K +$288K +11,720 New
USCWA
341
U.S. Capital Wealth Advisors
Texas
$299K
Qube Research & Technologies (QRT)
342
Qube Research & Technologies (QRT)
United Kingdom
$295K
BL
343
Balentine LLC
Georgia
$292K -$12K -488 -4%
CAG
344
Csenge Advisory Group
Florida
$289K +$277K +11,276 New
WPWM
345
Windward Private Wealth Management
Kansas
$286K +$274K +11,155 New
VNA
346
Valley National Advisers
Pennsylvania
$283K +$244K +9,915 +857%
RJT
347
Raymond James Trust
Florida
$276K +$27.6K +1,124 +12%
SFP
348
Strategic Financial Planning
Texas
$275K +$264K +10,729 New
C1AG
349
Client 1st Advisory Group
Florida
$275K +$4.48K +182 +2%
GFA
350
Gallagher Fiduciary Advisors
Illinois
$272K +$10K +408 +4%