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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
TLFA
451
True Link Financial Advisors
California
-$916K -35,719 Closed
MWM
452
Meridian Wealth Management
Kentucky
-$785K -30,604 Closed
SCA
453
Snowden Capital Advisors
New York
-$760K -29,649 Closed
MLRA
454
Main Line Retirement Advisors
Montana
-$723K -28,194 Closed
RSA
455
River Street Advisors
Illinois
-$696K -27,151 Closed
WIA
456
World Investment Advisors
California
-$490K -19,102 Closed
HA
457
Hofer & Associates
California
-$482K -18,803 Closed
Pathstone Holdings
458
Pathstone Holdings
New Jersey
-$476K -18,584 Closed
BSWM
459
Boston Standard Wealth Management
Massachusetts
-$421K -17,299 Closed
Vanguard Group
460
Vanguard Group
Pennsylvania
-$436K -17,010 Closed
CW
461
CreativeOne Wealth
Kansas
-$403K -15,714 Closed
AWMS
462
Advocacy Wealth Management Services
Georgia
-$391K -15,244 Closed
WPWM
463
Windward Private Wealth Management
Kansas
-$286K -11,155 Closed
SC
464
Sykon Capital
New York
-$269K -10,506 Closed
BC
465
Brio Consultants
California
-$266K -10,390 Closed
FGA
466
Fortis Group Advisors
New Jersey
-$241K -9,334 Closed
PCIA
467
Prime Capital Investment Advisors
Kansas
-$202K -7,860 Closed
FMI
468
F/M Investments
District of Columbia
-$202K -7,504 Closed
FWM
469
Focused Wealth Management
New York
-$173K -6,743 Closed
BWM
470
BKM Wealth Management
Wisconsin
-$158K -6,171 Closed
BCMIO
471
Beacon Capital Management Inc (Ohio)
Ohio
-$115K -4,469 Closed
OSNBOA
472
Old Second National Bank of Aurora
Illinois
-$85.3K -3,325 Closed
FBC
473
Fairfield, Bush & Co
Connecticut
-$73.7K -2,875 Closed
FGAM
474
Financial Gravity Asset Management
Texas
-$1.22M -2,014 Closed
OP
475
ORG Partners
Indiana
-$45.9K -1,791 Closed