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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
GLR
26
Great Lakes Retirement
Ohio
$48.8M +$529K +20,919 +1%
TC
27
Trilogy Capital
California
$48.6M +$1.15M +45,600 +2%
FWI
28
Facet Wealth Inc
Maryland
$43.5M -$6.94M -274,691 -14%
RJA
29
Raymond James & Associates
Florida
$43.4M -$3.9M -154,333 -8%
JP Morgan Chase
30
JP Morgan Chase
New York
$43.3M +$3.78M +149,484 +10%
GVAG
31
Great Valley Advisor Group
Delaware
$42.3M +$2.15M +85,087 +5%
GP
32
Girard Partners
Pennsylvania
$40.8M +$3.59M +141,957 +10%
ACM
33
AlphaStar Capital Management
North Carolina
$37.8M +$37.2M +1,471,389 +6,440%
WA
34
Waverly Advisors
Alabama
$37.7M +$15.9M +627,129 +73%
Morgan Stanley
35
Morgan Stanley
New York
$37.3M -$47.3M -1,870,854 -56%
AssetMark Inc
36
AssetMark Inc
California
$34.7M -$4.68M -185,211 -12%
US Bancorp
37
US Bancorp
Minnesota
$34M -$444K -17,554 -1%
NA
38
NewEdge Advisors
Louisiana
$33.5M +$4.73M +186,982 +16%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$32M +$18.7M +740,332 +141%
GAG
40
GM Advisory Group
New York
$31.6M +$4.38M +173,444 +16%
UBS Group
41
UBS Group
Switzerland
$30.1M +$1.03M +40,800 +4%
Wells Fargo
42
Wells Fargo
California
$29.6M +$856K +33,868 +3%
LEFP
43
Leading Edge Financial Planning
Tennessee
$28.9M +$6.14M +242,754 +27%
MD
44
Money Design
Japan
$28.5M -$2.31M -91,567 -8%
PAS
45
Park Avenue Securities
New York
$26.7M -$797K -31,523 -3%
RWM
46
Reston Wealth Management
Virginia
$26.3M +$1.07M +42,297 +4%
DF
47
Donoghue Forlines
Massachusetts
$26M +$26M +1,027,050 New
BA
48
Bristlecone Advisors
Washington
$24.7M +$2.09M +82,594 +9%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$24M +$17.1M +677,819 +248%
WFPG
50
Waller Financial Planning Group
Ohio
$23.1M -$54.9K -2,171 -0.2%