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State Street SPDR Portfolio Aggregate Bond ETF

500 hedge funds and large institutions have $8.02B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 212 increasing their positions, 176 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 31

22% more capital invested

Capital invested by funds: $6.56B → $8.02B (+$1.46B)

20% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 176

8% more funds holding

Funds holding: 462500 (+38)

3% more funds holding in top 10

Funds holding in top 10: 6062 (+2)

2.13% less ownership

Funds ownership: 76.54%74.41% (-2.1%)

Holders
500
Holders Change
+38
Holders Change %
+8.23%
% of All Funds
6.59%
Holding in Top 10
62
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.33%
% of All Funds
0.82%
New
78
Increased
212
Reduced
176
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
Trilogy Capital
California
$53M -$137K -5,391 -0.3%
GVAG
27
Great Valley Advisor Group
Delaware
$52.5M +$3.81M +149,796 +8%
ACM
28
AlphaStar Capital Management
North Carolina
$51.7M -$6.85M -269,373 -12%
NEWAS
29
N.E.W. Advisory Services
Wisconsin
$51.4M -$6.57M -258,281 -11%
GLR
30
Great Lakes Retirement
Ohio
$50.9M +$512K +20,158 +1%
NA
31
NewEdge Advisors
Louisiana
$45.6M -$1.29M -50,818 -3%
SIM
32
Stratos Investment Management
Ohio
$44.8M +$12M +470,970 +36%
Morgan Stanley
33
Morgan Stanley
New York
$44.5M +$8.91M +350,300 +25%
FSG
34
Financial Strategies Group
Michigan
$40.2M -$153K -6,029 -0.4%
MCM
35
MAI Capital Management
Ohio
$39.5M +$40.2M +1,579,518 New
SA
36
Sanctuary Advisors
Indiana
$39.4M -$568K -22,338 -1%
SMM
37
Stadion Money Management
Georgia
$38.3M -$9.43M -370,998 -19%
PAS
38
Park Avenue Securities
New York
$38.2M +$794K +31,218 +2%
WA
39
Waverly Advisors
Alabama
$38M -$3.78M -148,778 -9%
GAG
40
GM Advisory Group
New York
$37.1M +$2.28M +89,715 +6%
Mariner
41
Mariner
Kansas
$34.2M +$4.28M +168,228 +14%
MFS
42
McNamara Financial Services
Massachusetts
$31.6M -$26.2M -1,032,464 -45%
CAAM
43
Cornerstone Advisors Asset Management
Pennsylvania
$30.4M +$3.12M +122,886 +11%
IWM
44
IHT Wealth Management
Illinois
$30.3M +$3.33M +131,056 +12%
WMN
45
Wealth Management Nebraska
Nebraska
$30.1M +$30.6M +1,203,589 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$29.1M -$12.1M -475,564 -29%
AssetMark Inc
47
AssetMark Inc
California
$29.1M -$20.4M -804,114 -41%
US Bancorp
48
US Bancorp
Minnesota
$28.8M -$1.05M -41,330 -3%
CL
49
Choreo LLC
Illinois
$27.5M +$13.9M +544,904 +98%
TWM
50
Trinity Wealth Management
Pennsylvania
$27.4M +$1.51M +59,235 +6%