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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
KFP
401
Keener Financial Planning
Texas
$65K -$39K -1,566 -37%
CIBC Private Wealth Group
402
CIBC Private Wealth Group
Georgia
$56.4K +$55.8K +2,239 New
DJSG
403
D.J. St. Germain
Massachusetts
$53.8K -$2.99K -120 -5%
WIM
404
Westside Investment Management
California
$51.9K
HIA
405
Harbor Investment Advisory
Maryland
$49.9K
FFA
406
Farther Finance Advisors
California
$48K +$8.05K +323 +20%
RWPA
407
Richard W. Paul & Associates
Michigan
$47.9K -$50 -2 -0.1%
PS
408
Principal Securities
Iowa
$46K +$2.22K +89 +5%
CFGS
409
Concourse Financial Group Securities
Alabama
$44.6K +$7.65K +307 +21%
IAIM
410
International Assets Investment Management
Florida
$38.2K +$37.9K +1,522 New
ATS
411
Ashton Thomas Securities
New York
$32.5K +$32.1K +1,289 New
CIA
412
Cape Investment Advisory
Georgia
$31.3K +$6.88K +276 +28%
1IA
413
1620 Investment Advisors
Massachusetts
$29.2K +$29K +1,163 New
NP
414
NorthRock Partners
Minnesota
$29.1K
SIS
415
Sound Income Strategies
Florida
$26.2K -$34.9K -1,402 -57%
WWM
416
Wolff Wiese Magana
California
$25.7K +$4.21K +169 +20%
OP
417
ORG Partners
Indiana
$24K +$24.1K +965 New
AWM
418
Activest Wealth Management
Florida
$23K
AAP
419
Arax Advisory Partners
Colorado
$20.5K +$1.67K +67 +9%
SPIA
420
Steward Partners Investment Advisory
New York
$19.9K -$64.4K -2,583 -77%
PFM
421
Phillips Financial Management
Indiana
$18.5K +$6.78K +272 +58%
Qube Research & Technologies (QRT)
422
Qube Research & Technologies (QRT)
United Kingdom
$15.4K -$272K -10,901 -95%
NECFA
423
New England Capital Financial Advisors
Connecticut
$15.3K +$100 +4 +0.7%
CAL
424
Capital Analysts LLC
Pennsylvania
$15K -$5.13K -206 -26%
DWS
425
Dynamic Wealth Strategies
California
$15K