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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
WFAG
326
Worth Financial Advisory Group
North Carolina
$361K -$23.9K -958 -6%
CCG
327
Capital CS Group
California
$359K +$1.72K +69 +0.5%
RJT
328
Raymond James Trust
Florida
$358K +$89.1K +3,573 +33%
FTUS
329
Flow Traders U.S.
New York
$357K +$355K +14,234 New
DC
330
Davenport & Co
Virginia
$353K -$14.3K -575 -4%
PMG
331
ProVise Management Group
Florida
$353K -$75.9K -3,044 -18%
TAM
332
Tucker Asset Management
Colorado
$327K +$26.9K +1,081 +9%
LSAG
333
Lake Street Advisors Group
New Hampshire
$327K
BSW
334
Buckingham Strategic Wealth
Missouri
$324K +$322K +12,901 New
DA
335
Detalus Advisors
Missouri
$321K +$25 +1 +0%
SOS
336
Silver Oak Securities
Tennessee
$318K +$69.4K +2,786 +28%
AQR Capital Management
337
AQR Capital Management
Connecticut
$309K +$56.7K +2,275 +23%
BL
338
Balentine LLC
Georgia
$302K -$1.47K -59 -0.5%
AFWM
339
AMJ Financial Wealth Management
Virginia
$299K +$4.11K +165 +1%
SW
340
SlateStone Wealth
Florida
$294K +$25 +1 +0%
USCWA
341
U.S. Capital Wealth Advisors
Texas
$293K
KWA
342
Kingswood Wealth Advisors
California
$290K -$56.1K -2,250 -16%
PFA
343
Peak Financial Advisors
Colorado
$286K +$285K +11,415 New
DADC
344
D.A. Davidson & Co
Montana
$277K +$33.4K +1,339 +14%
TYCC
345
Texas Yale Capital Corp
Florida
$276K -$9.97K -400 -4%
MW
346
Maia Wealth
Colorado
$273K +$268K +10,768 New
SFP
347
Strategic Financial Planning
Texas
$270K +$224 +9 +0.1%
C1AG
348
Client 1st Advisory Group
Florida
$261K +$3.04K +122 +1%
AAS
349
Ameritas Advisory Services
Nebraska
$261K -$54.1K -2,171 -17%
WIP
350
WealthCare Investment Partners
Rhode Island
$260K +$1.59K +64 +0.6%