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State Street SPDR Portfolio Aggregate Bond ETF

445 hedge funds and large institutions have $5.88B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 189 increasing their positions, 145 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 37

30% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 145

20% more capital invested

Capital invested by funds: $4.9B → $5.88B (+$984M)

16% more funds holding in top 10

Funds holding in top 10: 5867 (+9)

9% more funds holding

Funds holding: 407445 (+38)

1.92% more ownership

Funds ownership: 75.21%77.13% (+1.9%)

Holders
445
Holders Change
+38
Holders Change %
+9.34%
% of All Funds
6.49%
Holding in Top 10
67
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.52%
% of All Funds
0.98%
New
82
Increased
189
Reduced
145
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
51
Waller Financial Planning Group
Ohio
$23.4M -$562K -22,844 -2%
LEFP
52
Leading Edge Financial Planning
Tennessee
$23.1M +$7.06M +287,148 +47%
BA
53
Bristlecone Advisors
Washington
$23M -$1.43M -58,236 -6%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$22.9M -$625K -25,426 -3%
WA
55
Waverly Advisors
Alabama
$22.1M +$2.43M +98,650 +13%
MML Investors Services
56
MML Investors Services
Massachusetts
$21.6M +$1.69M +68,748 +9%
AA
57
Advisory Alpha
Michigan
$21.4M +$1.62M +65,689 +9%
HWA
58
Heartwood Wealth Advisors
Virginia
$21.1M +$26.9K +1,092 +0.1%
T
59
TrueFG
Texas
$21M +$1.12M +45,525 +6%
AI
60
Arrien Investments
Idaho
$21M +$207K +8,413 +1%
LPAM
61
Lodestar Private Asset Management
California
$20.5M -$2.13M -86,642 -10%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$20.3M +$179K +7,266 +0.9%
Bank of America
63
Bank of America
North Carolina
$19.7M -$11M -447,828 -37%
GWAG
64
Garrett Wealth Advisory Group
Texas
$19.4M +$1.25M +50,787 +7%
RA
65
RFG Advisory
Alabama
$19.4M +$10.2M +413,646 +121%
BS
66
Banco Santander
Spain
$19.1M +$5.25M +213,486 +40%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$18.8M +$18.1M +734,389 New
Creative Planning
68
Creative Planning
Kansas
$18M -$1.65M -67,172 -9%
B
69
Bensler
Washington
$17.4M +$1.87M +75,878 +13%
IWM
70
IHT Wealth Management
Illinois
$17.3M -$318K -12,947 -2%
Mariner
71
Mariner
Kansas
$16.9M +$1.6M +64,988 +11%
OIA
72
OneDigital Investment Advisors
Kansas
$16.7M -$558K -22,685 -3%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$16.5M +$1.49M +60,635 +10%
LFG
74
Larson Financial Group
Missouri
$16.5M -$28.3K -1,151 -0.2%
FSG
75
Financial Strategies Group
Michigan
$16.4M +$190K +7,737 +1%