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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
DWM
376
Darwin Wealth Management
Florida
$207K -$29K -1,163 -12%
FAP
377
Financial Advisory Partners
Florida
$205K +$5.78K +232 +3%
AO
378
Advisor OS
Illinois
$203K -$3.44K -138 -2%
FFA
379
Founders Financial Alliance
North Carolina
$202K -$224 -9 -0.1%
ACA
380
Aptus Capital Advisors
Alabama
$202K -$61.5K -2,467 -23%
SLC
381
Second Line Capital
Louisiana
$200K -$53.8K -2,159 -21%
JWA
382
JFS Wealth Advisors
Pennsylvania
$187K +$121K +4,864 +187%
PFBT
383
Parkside Financial Bank & Trust
Missouri
$175K +$156K +6,255 +882%
BHWM
384
Bay Harbor Wealth Management
Maryland
$173K
HGERS
385
Householder Group Estate & Retirement Specialist
Arizona
$170K -$25K -1,004 -13%
CWP
386
Concord Wealth Partners
Virginia
$158K +$5.98K +240 +4%
GG
387
Gleason Group
Kentucky
$151K +$150K +6,037 New
CA
388
Continuum Advisory
Idaho
$133K
GWSG
389
GPS Wealth Strategies Group
Colorado
$101K -$98.9K -3,966 -50%
Fidelity Investments
390
Fidelity Investments
Massachusetts
$99.9K -$2.07K -83 -2%
W
391
WealthCollab
Washington
$92.9K
CP
392
Castleview Partners
Texas
$91.2K -$17.6K -705 -16%
Mercer Global Advisors
393
Mercer Global Advisors
Colorado
$80.6K -$150K -6,011 -7%
GIA
394
GHP Investment Advisors
Colorado
$80.3K
PA
395
PSI Advisors
Florida
$75.5K
CIAS
396
Capital Investment Advisory Services
North Carolina
$75K
KFI
397
Key Financial Inc
Pennsylvania
$74.9K
IHWM
398
Iron Horse Wealth Management
Iowa
$73.1K +$224 +9 +0.3%
WOSD
399
WFA of San Diego
California
$72.4K +$71.9K +2,885 New
WIA
400
Wetzel Investment Advisors
Indiana
$69K