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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
AWM
326
Avior Wealth Management
Nebraska
$297K +$297K +11,746 +78,307%
JSW
327
Journey Strategic Wealth
New Jersey
$297K +$297K +11,733 New
SW
328
SlateStone Wealth
Florida
$296K -$21.9K -867 -7%
USCWA
329
U.S. Capital Wealth Advisors
Texas
$295K
Qube Research & Technologies (QRT)
330
Qube Research & Technologies (QRT)
United Kingdom
$291K
TYCC
331
Texas Yale Capital Corp
Florida
$288K +$288K +11,400 New
IA
332
IFG Advisory
Georgia
$288K -$608K -24,060 -68%
Corient Private Wealth
333
Corient Private Wealth
Florida
$273K +$17.9K +710 +7%
SFP
334
Strategic Financial Planning
Texas
$271K +$126 +5 +0%
RJT
335
Raymond James Trust
Florida
$270K -$2.12K -84 -0.8%
CAG
336
Csenge Advisory Group
Florida
$269K -$15.9K -630 -6%
EAM
337
Empirical Asset Management
Massachusetts
$269K +$68.4K +2,705 +34%
ACA
338
Aptus Capital Advisors
Alabama
$266K +$51K +2,018 +24%
WIP
339
WealthCare Investment Partners
Rhode Island
$261K +$261K +10,318 New
KAS
340
KPP Advisory Services
Kentucky
$261K +$261K +10,313 New
C1AG
341
Client 1st Advisory Group
Florida
$260K -$10.5K -417 -4%
GFA
342
Gallagher Fiduciary Advisors
Illinois
$258K -$10.5K -415 -4%
PVI
343
Pine Valley Investments
New Jersey
$258K -$10.4K -411 -4%
TWM
344
Tolleson Wealth Management
Texas
$257K -$155K -6,141 -38%
BWP
345
Balboa Wealth Partners
Arizona
$257K -$294K -11,618 -53%
SLC
346
Second Line Capital
Louisiana
$256K -$39.9K -1,578 -13%
AR
347
Apeiron RIA
Texas
$256K -$2.15K -85 -0.8%
AQR Capital Management
348
AQR Capital Management
Connecticut
$254K +$254K +10,046 New
PFA
349
Professional Financial Advisors
Nebraska
$253K -$67.4K -2,665 -21%
SOS
350
Silver Oak Securities
Tennessee
$250K -$57.8K -2,288 -19%