We are live on ! Find out more
SPAB icon

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
DADC
351
D.A. Davidson & Co
Montana
$245K +$46.2K +1,827 +23%
VWM
352
Valley Wealth Managers
New Jersey
$245K
MHR
353
Matthew Hamilton Rosenberg
$240K -$5.79K -229 -2%
GAM
354
GEM Asset Management
Michigan
$240K
William Blair & Company
355
William Blair & Company
Illinois
$239K +$32.3K +1,279 +16%
SSC
356
Syverson Strege & Co
Iowa
$239K +$1.44K +57 +0.6%
DWM
357
Darwin Wealth Management
Florida
$238K -$7.58K -300 -3%
NAM
358
NorthCrest Asset Manangement
Minnesota
$237K -$1.65M -65,406 -87%
AA
359
Ancora Advisors
Ohio
$234K +$10.1K +400 +5%
APWA
360
Atlas Private Wealth Advisors
New Jersey
$233K -$151K -5,971 -39%
SS
361
Sunbelt Securities
Texas
$228K -$15.3K -606 -6%
LFG
362
Lockerman Financial Group
California
$227K +$227K +8,987 New
ATPW
363
Ashton Thomas Private Wealth
Arizona
$222K -$130K -5,131 -37%
ADL
364
Asset Dedication LLC
California
$217K
ORG
365
Optimist Retirement Group
Washington
$211K +$211K +8,349 New
TWP
366
Triad Wealth Partners
Kansas
$209K +$209K +8,262 New
AO
367
Advisor OS
Illinois
$208K +$6.19K +245 +3%
FFA
368
Founders Financial Alliance
North Carolina
$204K +$1.24K +49 +0.6%
BRWA
369
B. Riley Wealth Advisors
Florida
$202K +$12.3K +488 +6%
GWSG
370
GPS Wealth Strategies Group
Colorado
$202K +$126 +5 +0.1%
FAP
371
Financial Advisory Partners
Florida
$201K +$201K +7,936 New
HGERS
372
Householder Group Estate & Retirement Specialist
Arizona
$198K -$115K -4,534 -37%
SMA
373
Sage Mountain Advisors
Georgia
$176K +$176K +6,967 New
BHWM
374
Bay Harbor Wealth Management
Maryland
$174K
CWP
375
Concord Wealth Partners
Virginia
$153K -$3.21K -127 -2%