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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
NP
401
NorthRock Partners
Minnesota
$29.4K
Simplex Trading
402
Simplex Trading
Illinois
$25K +$25.3K +1,000 New
CIA
403
Cape Investment Advisory
Georgia
$24.5K -$4.3K -170 -15%
AWM
404
Activest Wealth Management
Florida
$23.1K +$23.1K +915 New
IGWM
405
ICA Group Wealth Management
Colorado
$22K
WWM
406
Wolff Wiese Magana
California
$21.7K +$4.78K +189 +28%
CAL
407
Capital Analysts LLC
Pennsylvania
$20K +$2.88K +114 +16%
AAP
408
Arax Advisory Partners
Colorado
$18.9K +$1.64K +65 +10%
PFBT
409
Parkside Financial Bank & Trust
Missouri
$17.9K +$101 +4 +0.6%
NECFA
410
New England Capital Financial Advisors
Connecticut
$15.3K +$101 +4 +0.7%
DWS
411
Dynamic Wealth Strategies
California
$15K
GFPC
412
Global Financial Private Client
Florida
$14.5K -$169K -6,678 -92%
IRC
413
Investors Research Corp
Georgia
$14.3K
VNA
414
Valley National Advisers
Pennsylvania
$14K -$265K -10,490 -95%
SIC
415
SJS Investment Consulting
Ohio
$11.8K +$11.8K +468 New
PFM
416
Phillips Financial Management
Indiana
$11.8K +$51 +2 +0.4%
HFS
417
Horizon Financial Services
North Carolina
$10.5K -$462K -18,261 -98%
FHA
418
First Horizon Advisors
Tennessee
$7.84K
BL
419
BFSG LLC
California
$7.58K +$7.58K +300 New
TPCW
420
TD Private Client Wealth
New York
$7.51K +$7.51K +297 New
CTWM
421
Cherry Tree Wealth Management
Minnesota
$7K
BCMLT
422
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.98K
NSIM
423
North Star Investment Management
Illinois
$6.69K +$51 +2 +0.8%
RIA
424
Realta Investment Advisors
Delaware
$6.29K +$6.29K +249 New
BlackRock
425
BlackRock
New York
$6.22K +$329 +13 +6%