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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
EAM
351
Empirical Asset Management
Massachusetts
$259K -$7.83K -314 -3%
TWM
352
Tolleson Wealth Management
Texas
$255K
SWIG
353
Strategic Wealth Investment Group
Kentucky
$254K +$254K +10,210 New
Corient Private Wealth
354
Corient Private Wealth
Florida
$254K -$17.7K -710 -7%
BWP
355
Balboa Wealth Partners
Arizona
$253K -$1.79K -72 -0.7%
PFA
356
Professional Financial Advisors
Nebraska
$250K -$598 -24 -0.2%
GFA
357
Gallagher Fiduciary Advisors
Illinois
$246K -$10.1K -405 -4%
AR
358
Apeiron RIA
Texas
$245K -$8.7K -349 -3%
GAM
359
GEM Asset Management
Michigan
$244K
VWM
360
Valley Wealth Managers
New Jersey
$243K
CPA
361
Capital Planning Advisors
California
$242K -$60.9K -2,442 -20%
FL
362
FreeGulliver LLC
Louisiana
$240K +$238K +9,554 New
SSC
363
Syverson Strege & Co
Iowa
$239K +$2.27K +91 +1%
MHR
364
Matthew Hamilton Rosenberg
$236K -$1.57K -63 -0.7%
NAM
365
NorthCrest Asset Manangement
Minnesota
$235K
AA
366
Ancora Advisors
Ohio
$234K +$1.82K +73 +0.8%
LFG
367
Lockerman Financial Group
California
$229K +$3.34K +134 +1%
ATPW
368
Ashton Thomas Private Wealth
Arizona
$228K +$6.95K +279 +3%
SS
369
Sunbelt Securities
Texas
$226K
BWM
370
BKM Wealth Management
Wisconsin
$224K +$223K +8,934 New
CAG
371
Csenge Advisory Group
Florida
$222K -$44.6K -1,791 -17%
SWA
372
Sax Wealth Advisors
New Jersey
$222K +$220K +8,840 New
ADL
373
Asset Dedication LLC
California
$215K
William Blair & Company
374
William Blair & Company
Illinois
$213K -$24K -963 -10%
ORG
375
Optimist Retirement Group
Washington
$211K +$1.75K +70 +0.8%