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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
JP Morgan Chase
26
JP Morgan Chase
New York
$50.7M +$7.65M +307,018 +18%
GLR
27
Great Lakes Retirement
Ohio
$49.3M +$882K +35,403 +2%
GVAG
28
Great Valley Advisor Group
Delaware
$45.7M +$3.68M +147,482 +9%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$45.3M -$4.57M -183,457 -9%
SMM
30
Stadion Money Management
Georgia
$43.7M -$25.5M -1,025,036 -37%
GP
31
Girard Partners
Pennsylvania
$41.3M +$764K +30,670 +2%
FWI
32
Facet Wealth Inc
Maryland
$40.8M -$3.61M -144,973 -8%
WA
33
Waverly Advisors
Alabama
$39.3M +$1.95M +78,183 +5%
OIA
34
OneDigital Investment Advisors
Kansas
$39.2M +$22.4M +900,035 +136%
NA
35
NewEdge Advisors
Louisiana
$38M +$4.71M +188,832 +14%
Morgan Stanley
36
Morgan Stanley
New York
$35.7M -$1.3M -52,224 -4%
AssetMark Inc
37
AssetMark Inc
California
$32.7M -$1.72M -69,107 -5%
LEFP
38
Leading Edge Financial Planning
Tennessee
$32.6M +$3.93M +157,861 +14%
SA
39
Sanctuary Advisors
Indiana
$31.9M +$32.3M +1,295,373 New
GAG
40
GM Advisory Group
New York
$31.3M -$58.2K -2,337 -0.2%
US Bancorp
41
US Bancorp
Minnesota
$30.9M -$2.74M -110,105 -8%
PAS
42
Park Avenue Securities
New York
$30.5M +$3.98M +159,553 +15%
UBS Group
43
UBS Group
Switzerland
$30.4M +$552K +22,166 +2%
SIM
44
Stratos Investment Management
Ohio
$30.3M +$30.1M +1,205,961 New
Wells Fargo
45
Wells Fargo
California
$30.2M +$791K +31,721 +3%
MD
46
Money Design
Japan
$28.9M +$686K +27,505 +2%
RWM
47
Reston Wealth Management
Virginia
$26.6M +$457K +18,324 +2%
DF
48
Donoghue Forlines
Massachusetts
$24.9M -$856K -34,346 -3%
Mariner
49
Mariner
Kansas
$24.9M +$3.67M +147,274 +17%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$24.6M +$754K +30,243 +3%