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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
FSG
51
Financial Strategies Group
Michigan
$23.1M +$6.88M +272,310 +42%
HWA
52
Heartwood Wealth Advisors
Virginia
$22.5M +$1.7M +67,315 +8%
CCFM
53
Clear Creek Financial Management
Washington
$22.4M +$12.5M +493,427 +125%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$21.8M -$698K -27,614 -3%
T
55
TrueFG
Texas
$21.8M +$1.05M +41,403 +5%
Toronto Dominion Bank
56
Toronto Dominion Bank
Ontario, Canada
$21.5M +$21.5M +850,000 New
Bank of America
57
Bank of America
North Carolina
$21.3M +$1.89M +74,804 +10%
Mariner
58
Mariner
Kansas
$21.3M +$4.63M +183,197 +28%
LPAM
59
Lodestar Private Asset Management
California
$21.2M +$972K +38,455 +5%
AI
60
Arrien Investments
Idaho
$20.4M -$274K -10,840 -1%
SWM
61
SigFig Wealth Management
California
$19.8M -$4.2M -166,100 -18%
B
62
Bensler
Washington
$19.8M +$2.67M +105,686 +16%
TWM
63
Trinity Wealth Management
Pennsylvania
$19.4M +$4.3M +170,065 +28%
IWM
64
IHT Wealth Management
Illinois
$19.4M +$2.35M +93,067 +14%
BS
65
Banco Santander
Spain
$19.4M +$607K +24,011 +3%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$19.3M -$694K -27,467 -3%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$18.2M -$38.7M -1,529,959 -68%
Envestnet Portfolio Solutions
68
Envestnet Portfolio Solutions
Illinois
$17.5M -$6.33M -250,512 -27%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$17.4M +$1.06M +41,952 +7%
LFG
70
Larson Financial Group
Missouri
$17.2M +$928K +36,700 +6%
MCC
71
Money Concepts Capital
Florida
$17.2M +$11.1M +438,517 +182%
MML Investors Services
72
MML Investors Services
Massachusetts
$16.9M -$4.38M -173,128 -21%
OIA
73
OneDigital Investment Advisors
Kansas
$16.8M +$346K +13,685 +2%
Creative Planning
74
Creative Planning
Kansas
$16.7M -$1.11M -43,906 -6%
RI
75
Rinkey Investments
California
$15.9M +$161K +6,351 +1%