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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
CA
376
Continuum Advisory
Idaho
$132K -$351K -13,866 -72%
CP
377
Castleview Partners
Texas
$110K -$49.7K -1,964 -31%
KFP
378
Keener Financial Planning
Texas
$106K
Fidelity Investments
379
Fidelity Investments
Massachusetts
$103K +$83.5K +3,303 +433%
W
380
WealthCollab
Washington
$93.6K
Mercer Global Advisors
381
Mercer Global Advisors
Colorado
$87K +$1.42M +56,200 +185%
SPIA
382
Steward Partners Investment Advisory
New York
$85.3K +$75.5K +2,988 +772%
GIA
383
GHP Investment Advisors
Colorado
$80.9K +$80.9K +3,200 New
PA
384
PSI Advisors
Florida
$76.1K +$25.5K +1,010 +51%
CIAS
385
Capital Investment Advisory Services
North Carolina
$75.6K
KFI
386
Key Financial Inc
Pennsylvania
$75.4K
IHWM
387
Iron Horse Wealth Management
Iowa
$73.4K +$2K +79 +3%
TRCT
388
Tower Research Capital (TRC)
New York
$72K +$72K +2,849 New
WIA
389
Wetzel Investment Advisors
Indiana
$67.2K
JWA
390
JFS Wealth Advisors
Pennsylvania
$65.9K +$404 +16 +0.6%
SIS
391
Sound Income Strategies
Florida
$61.9K -$18.2K -721 -23%
Bank of Montreal
392
Bank of Montreal
Ontario, Canada
$58K -$126K -4,980 -69%
DJSG
393
D.J. St. Germain
Massachusetts
$57.2K
WIM
394
Westside Investment Management
California
$52.3K
HIA
395
Harbor Investment Advisory
Maryland
$50.2K
RWPA
396
Richard W. Paul & Associates
Michigan
$48.3K -$86.4K -3,419 -64%
PNC Financial Services Group
397
PNC Financial Services Group
Pennsylvania
$47.8K +$6.88K +272 +17%
PS
398
Principal Securities
Iowa
$44.1K
FFA
399
Farther Finance Advisors
California
$40.2K -$9.23K -365 -19%
CFGS
400
Concourse Financial Group Securities
Alabama
$37.1K -$7.23K -286 -16%