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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
GFPC
426
Global Financial Private Client
Florida
$14.5K
VNA
427
Valley National Advisers
Pennsylvania
$14K +$150 +6 +1%
CPG
428
Cornerstone Planning Group
New Jersey
$13.4K +$12.9K +517 New
HFS
429
Horizon Financial Services
North Carolina
$10.4K
DWM
430
Dogwood Wealth Management
Kansas
$9.79K -$404K -16,212 -98%
BCMLT
431
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.01K +$2.07K +83 +30%
FHA
432
First Horizon Advisors
Tennessee
$7.78K
TPCW
433
TD Private Client Wealth
New York
$7.2K -$249 -10 -3%
FGAM
434
Financial Gravity Asset Management
Texas
$7K +$6.95K +279 New
CTWM
435
Cherry Tree Wealth Management
Minnesota
$6.95K
NSIM
436
North Star Investment Management
Illinois
$6.7K +$50 +2 +0.8%
HGA
437
Hobbs Group Advisors
South Carolina
$6.62K +$6.58K +264 New
RIA
438
Realta Investment Advisors
Delaware
$6.28K +$25 +1 +0.4%
BlackRock
439
BlackRock
New York
$6.25K +$75 +3 +1%
EWA
440
EverSource Wealth Advisors
Alabama
$5.42K +$5.01K +201 +1,827%
BC
441
Barrett & Company
Rhode Island
$3.94K
IGWM
442
ICA Group Wealth Management
Colorado
$3.84K -$17.9K -718 -82%
AIP
443
Ameritas Investment Partners
Nebraska
$3.56K +$25 +1 +0.7%
CFD
444
Creative Financial Designs
Indiana
$2.61K
IRC
445
Investors Research Corp
Georgia
$2.11K -$12K -483 -85%
AIM
446
Anchor Investment Management
South Carolina
$2.03K
BL
447
BFSG LLC
California
$1.76K -$5.73K -230 -77%
SAG
448
Spotlight Asset Group
Illinois
$1.25K +$1.25K +50 New
VF
449
VitalStone Financial
Texas
$1.1K
TFA
450
Transamerica Financial Advisors
Florida
$1K