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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
Koshinski Asset Management
451
Koshinski Asset Management
Illinois
-$1.63M -67,040 Closed
MA
452
MONECO Advisors
Connecticut
-$1.6M -65,793 Closed
WAS
453
Wealth Advisory Solutions
Indiana
-$1.36M -55,872 Closed
SWM
454
Scissortail Wealth Management
Oklahoma
-$1.32M -55,352 Closed
RPGK
455
Retirement Planning Group (Kansas)
Kansas
-$863K -35,474 Closed
Renaissance Technologies
456
Renaissance Technologies
New York
-$543K -22,300 Closed
SA
457
Shilanski & Associates
Alaska
-$419K -17,206 Closed
AAS
458
Ameritas Advisory Services
Nebraska
-$373K -15,371 Closed
SPC
459
Sigma Planning Corp
Michigan
-$312K -12,810 Closed
FPAS
460
Focus Partners Advisor Solutions
Missouri
-$239K -9,818 Closed
WIP
461
WealthCare Investment Partners
Rhode Island
-$226K -9,376 Closed
CCM
462
Crew Capital Management
Ohio
-$227K -9,339 Closed
PFA
463
Peak Financial Advisors
Colorado
-$212K -8,712 Closed
AWM
464
Accurate Wealth Management
Florida
-$204K -8,547 Closed
FFW
465
Fusion Family Wealth
New York
-$207K -8,500 Closed
KAS
466
KPP Advisory Services
Kentucky
-$205K -8,436 Closed
JWCA
467
J.W. Cole Advisors
Florida
-$204K -8,382 Closed
FWM
468
Forza Wealth Management
Florida
-$203K -8,350 Closed
NIC
469
Northwest Investment Counselors
Oregon
-$119K -4,884 Closed
SSWM
470
Sheets Smith Wealth Management
North Carolina
-$85.2K -3,500 Closed
CSPIA
471
Cary Street Partners Investment Advisory
Virginia
-$36.8K -1,512 Closed
TWM
472
Tradition Wealth Management
Minnesota
-$26K -1,071 Closed
CSWM
473
Cassady Schiller Wealth Management
Ohio
-$18K -739 Closed
Bessemer Group
474
Bessemer Group
New Jersey
-$16K -639 Closed
RIA
475
Realta Investment Advisors
Delaware
-$11.6K -457 Closed