We are live on ! Find out more
SPAB icon

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
FFA
401
Farther Finance Advisors
California
$50.5K -$25.6K -1,040 -35%
OP
402
ORG Partners
Indiana
$45.9K +$23.7K +965 +117%
CFGS
403
Concourse Financial Group Securities
Alabama
$45K -$2.78K -113 -6%
PS
404
Principal Securities
Iowa
$44.7K +$42.9K +1,743 New
PNC Financial Services Group
405
PNC Financial Services Group
Pennsylvania
$41.5K
BFEC
406
Benjamin F. Edwards & Company
Missouri
$39K +$37.7K +1,532 New
JFA
407
JNBA Financial Advisors
Minnesota
$35.3K +$12K +488 +55%
ASN
408
Advisory Services Network
Georgia
$34.5K +$33.1K +1,345 New
NP
409
NorthRock Partners
Minnesota
$29.8K +$28.6K +1,161 New
CIA
410
Cape Investment Advisory
Georgia
$29.2K
KHC
411
Koesten Hirschmann & Crabtree
Kansas
$28.7K +$27.6K +1,120 New
IGWM
412
ICA Group Wealth Management
Colorado
$22.3K +$21.4K +871 New
Fidelity Investments
413
Fidelity Investments
Massachusetts
$19.5K +$2.85K +116 +18%
PFBT
414
Parkside Financial Bank & Trust
Missouri
$18.1K +$246 +10 +1%
CAL
415
Capital Analysts LLC
Pennsylvania
$18K -$812 -33 -5%
AAP
416
Arax Advisory Partners
Colorado
$17.5K +$1.11K +45 +7%
BWM
417
Baystate Wealth Management
Massachusetts
$17.2K +$197 +8 +1%
WWM
418
Wolff Wiese Magana
California
$17.1K -$1.35M -54,739 -99%
NECFA
419
New England Capital Financial Advisors
Connecticut
$15.4K -$12.9K -524 -47%
DI
420
DAGCO Inc
Ohio
$15.3K +$14.7K +598 New
DWS
421
Dynamic Wealth Strategies
California
$15.3K +$14.7K +598 New
IRC
422
Investors Research Corp
Georgia
$14.5K -$5.07K -206 -27%
AIP
423
Ameritas Investment Partners
Nebraska
$12.5K +$394 +16 +3%
PFM
424
Phillips Financial Management
Indiana
$11.9K +$148 +6 +1%
SPIA
425
Steward Partners Investment Advisory
New York
$9.92K