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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
FMI
376
F/M Investments
District of Columbia
$202K +$185K +7,504 New
BRWA
377
B. Riley Wealth Advisors
Florida
$201K -$12K -488 -6%
Bank of Montreal
378
Bank of Montreal
Ontario, Canada
$187K +$122K +4,979 +218%
GFPC
379
Global Financial Private Client
Florida
$186K +$164K +6,678 +1,155%
BHWM
380
Bay Harbor Wealth Management
Maryland
$176K
FWM
381
Focused Wealth Management
New York
$173K -$7.55K -307 -4%
CP
382
Castleview Partners
Texas
$162K +$95.8K +3,893 +162%
BWM
383
BKM Wealth Management
Wisconsin
$158K +$152K +6,171 New
CWP
384
Concord Wealth Partners
Virginia
$158K +$1.4K +57 +0.9%
RWPA
385
Richard W. Paul & Associates
Michigan
$137K +$120K +4,874 +1,067%
BCMIO
386
Beacon Capital Management Inc (Ohio)
Ohio
$115K -$123 -5 -0.1%
KFP
387
Keener Financial Planning
Texas
$107K +$103K +4,183 New
W
388
WealthCollab
Washington
$94.9K +$91K +3,701 New
OSNBOA
389
Old Second National Bank of Aurora
Illinois
$85.3K
SIS
390
Sound Income Strategies
Florida
$81.2K +$58.9K +2,395 +310%
CIAS
391
Capital Investment Advisory Services
North Carolina
$76.6K
KFI
392
Key Financial Inc
Pennsylvania
$76.5K +$36.8K +1,497 +101%
FBC
393
Fairfield, Bush & Co
Connecticut
$73.7K +$70.7K +2,875 New
IHWM
394
Iron Horse Wealth Management
Iowa
$72.5K -$1.18K -48 -2%
WIA
395
Wetzel Investment Advisors
Indiana
$70K +$67.2K +2,730 New
JWA
396
JFS Wealth Advisors
Pennsylvania
$66.4K +$590 +24 +0.9%
DJSG
397
D.J. St. Germain
Massachusetts
$58K -$984 -40 -2%
WIM
398
Westside Investment Management
California
$53K
PA
399
PSI Advisors
Florida
$51.3K
HIA
400
Harbor Investment Advisory
Maryland
$50.9K -$566 -23 -1%