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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
FHA
426
First Horizon Advisors
Tennessee
$7.95K
CTWM
427
Cherry Tree Wealth Management
Minnesota
$7.1K +$1.33K +54 +24%
CIM
428
Contravisory Investment Management
Massachusetts
$7.05K +$6.76K +275 New
NSIM
429
North Star Investment Management
Illinois
$6.74K +$74 +3 +1%
BCMLT
430
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.72K
BlackRock
431
BlackRock
New York
$5.97K +$49 +2 +0.9%
PA
432
Pineridge Advisors
Missouri
$4.77K +$4.58K +186 New
BC
433
Barrett & Company
Rhode Island
$4.03K
First Manhattan
434
First Manhattan
New York
$2.67K
OFG
435
Oxford Financial Group
Indiana
$2.15K +$2.07K +84 New
AIM
436
Anchor Investment Management
South Carolina
$2.08K
RFG
437
REAP Financial Group
Texas
$1.92K +$1.84K +75 New
TFA
438
Transamerica Financial Advisors
Florida
$1K
VF
439
VitalStone Financial
Texas
$1K
NC
440
NewSquare Capital
Pennsylvania
$744
EWM
441
EPG Wealth Management
Georgia
$650
AWM
442
Avior Wealth Management
Nebraska
$384
HCP
443
Hexagon Capital Partners
Arkansas
$231 +$221 +9 New
CFD
444
Creative Financial Designs
Indiana
$51 -$22.7K -924 -100%
FFA
445
Frazier Financial Advisors
Ohio
$27 +$25 +1 New
Citadel Advisors
446
Citadel Advisors
Florida
-$11.2M -461,784 Closed
OMC
447
Old Mission Capital
Illinois
-$8.03M -329,844 Closed
WP
448
WealthShield Partners
North Carolina
-$2.39M -98,195 Closed
Squarepoint
449
Squarepoint
New York
-$2.26M -92,747 Closed
WWM
450
Wiser Wealth Management
Georgia
-$1.99M -81,747 Closed