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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
EWM
451
EPG Wealth Management
Georgia
$652 -$648 -26 Closed
SC
452
SouthState Corp
Florida
$401 +$399 +16 New
BWL
453
Bogart Wealth LLC
Virginia
$201 +$199 +8 New
RIL
454
Rothschild Investment LLC
Illinois
$108 +$100 +4 New
TWP
455
Triad Wealth Partners
Kansas
$75 -$206K -8,259 -100%
RS
456
Rakuten Securities
Japan
$25
LNC
457
Lincoln National Corp
Pennsylvania
-$1.82M -71,851 Closed
ARC
458
Advisor Resource Council
Texas
-$1.27M -49,349 Closed
FTA
459
Financial & Tax Architects
Missouri
-$747K -29,564 Closed
VIA
460
Vickerman Investment Advisors
Washington
-$467K -18,454 Closed
AF
461
Apollon Financial
South Carolina
-$389K -15,374 Closed
CSC
462
Cove Street Capital
California
-$357K -14,100 Closed
AFG
463
Atomi Financial Group
New York
-$339K -13,429 Closed
Focus Partners Wealth
464
Focus Partners Wealth
Massachusetts
-$327K -12,932 Closed
Millennium Management
465
Millennium Management
New York
-$307K -12,132 Closed
JSW
466
Journey Strategic Wealth
New Jersey
-$297K -11,733 Closed
IA
467
IFG Advisory
Georgia
-$288K -11,393 Closed
PVI
468
Pine Valley Investments
New Jersey
-$258K -10,199 Closed
BRWA
469
B. Riley Wealth Advisors
Florida
-$202K -8,309 Closed
SMA
470
Sage Mountain Advisors
Georgia
-$176K -6,967 Closed
TRCT
471
Tower Research Capital (TRC)
New York
-$72K -2,849 Closed
PNC Financial Services Group
472
PNC Financial Services Group
Pennsylvania
-$47.8K -1,892 Closed
Simplex Trading
473
Simplex Trading
Illinois
-$25K -1,000 Closed
SIC
474
SJS Investment Consulting
Ohio
-$11.8K -468 Closed
S
475
SignatureFD
Georgia
-$2.86K -113 Closed