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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
PVI
351
Pine Valley Investments
New Jersey
$272K +$261K +10,610 New
SC
352
Sykon Capital
New York
$269K +$258K +10,506 New
AG
353
Ascent Group
Virginia
$268K -$249K -10,129 -49%
BC
354
Brio Consultants
California
$266K +$256K +10,390 New
AR
355
Apeiron RIA
Texas
$262K -$5.58K -227 -2%
Corient Private Wealth
356
Corient Private Wealth
Florida
$258K +$248K +10,078 New
MHR
357
Matthew Hamilton Rosenberg
$251K -$19.2K -780 -7%
AFWM
358
AMJ Financial Wealth Management
Virginia
$250K +$6.79K +276 +3%
GAM
359
GEM Asset Management
Michigan
$249K +$10.8K +438 +5%
DWM
360
Darwin Wealth Management
Florida
$249K +$566 +23 +0.2%
VWM
361
Valley Wealth Managers
New Jersey
$248K -$47.7K -1,940 -17%
SS
362
Sunbelt Securities
Texas
$246K -$8.98K -365 -4%
SSC
363
Syverson Strege & Co
Iowa
$241K +$2.85K +116 +1%
FGA
364
Fortis Group Advisors
New Jersey
$241K
Focus Partners Wealth
365
Focus Partners Wealth
Massachusetts
$231K +$222K +9,010 New
AA
366
Ancora Advisors
Ohio
$227K -$6.25K -254 -3%
ADL
367
Asset Dedication LLC
California
$220K
ACA
368
Aptus Capital Advisors
Alabama
$218K -$8.14K -331 -4%
William Blair & Company
369
William Blair & Company
Illinois
$210K -$9.3K -378 -4%
FFA
370
Founders Financial Alliance
North Carolina
$206K +$2.44K +99 +1%
GWSG
371
GPS Wealth Strategies Group
Colorado
$205K -$9.13K -371 -4%
AO
372
Advisor OS
Illinois
$204K -$537K -21,821 -73%
EAM
373
Empirical Asset Management
Massachusetts
$203K +$195K +7,936 New
DADC
374
D.A. Davidson & Co
Montana
$202K +$194K +7,876 New
PCIA
375
Prime Capital Investment Advisors
Kansas
$202K +$193K +7,860 New