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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
FSG
51
Financial Strategies Group
Michigan
$23.2M -$8.43K -338 -0%
BA
52
Bristlecone Advisors
Washington
$23.1M -$1.45M -58,371 -6%
WFPG
53
Waller Financial Planning Group
Ohio
$23M +$166K +6,667 +0.7%
HWA
54
Heartwood Wealth Advisors
Virginia
$22.8M +$383K +15,370 +2%
T
55
TrueFG
Texas
$22.6M +$934K +37,491 +4%
LPAM
56
Lodestar Private Asset Management
California
$22.1M +$1.05M +42,016 +5%
AI
57
Arrien Investments
Idaho
$22M +$1.79M +71,750 +9%
B
58
Bensler
Washington
$22M +$2.36M +94,653 +12%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$20.7M -$1.01M -40,692 -5%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$20.5M +$1.36M +54,427 +7%
IWM
61
IHT Wealth Management
Illinois
$20.3M +$991K +39,775 +5%
CCFM
62
Clear Creek Financial Management
Washington
$20.2M -$2.05M -82,118 -9%
TWM
63
Trinity Wealth Management
Pennsylvania
$20M +$744K +29,832 +4%
CAAM
64
Cornerstone Advisors Asset Management
Pennsylvania
$19.2M +$6.45M +258,721 +51%
Bank of America
65
Bank of America
North Carolina
$19.1M -$2M -80,385 -10%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$18.2M +$207K +8,288 +1%
BS
67
Banco Santander
Spain
$18.1M -$1.19M -47,739 -6%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$17.5M +$313K +12,571 +2%
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$17.5M +$113K +4,518 +0.7%
MCC
70
Money Concepts Capital
Florida
$17.4M +$354K +14,198 +2%
AA
71
Advisory Alpha
Michigan
$17.4M +$10.6M +425,386 +159%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$17.2M -$14.5M -582,150 -46%
CF
73
Convergence Financial
Missouri
$17M +$4.23M +169,836 +33%
MML Investors Services
74
MML Investors Services
Massachusetts
$16.5M -$339K -13,591 -2%
LFG
75
Larson Financial Group
Missouri
$16.3M -$745K -29,898 -4%