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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
AI
51
Arrien Investments
Idaho
$27.3M +$3.99M +156,866 +17%
MD
52
Money Design
Japan
$27.2M -$2.44M -96,104 -8%
RWM
53
Reston Wealth Management
Virginia
$27.2M +$297K +11,683 +1%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$27M +$221K +8,706 +0.8%
B
55
Bensler
Washington
$26.7M +$2.63M +103,502 +11%
CF
56
Convergence Financial
Missouri
$26.3M -$11.9M -468,261 -31%
OIA
57
OneDigital Investment Advisors
Kansas
$26.3M -$5.82M -228,838 -18%
T
58
TrueFG
Texas
$25.8M +$1.45M +56,928 +6%
LPAM
59
Lodestar Private Asset Management
California
$25.4M +$2.37M +93,398 +10%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$25.1M -$114K -4,487 -0.4%
BA
61
Bristlecone Advisors
Washington
$24.6M +$853K +33,566 +4%
WFPG
62
Waller Financial Planning Group
Ohio
$23.2M +$30.2K +1,189 +0.1%
HWA
63
Heartwood Wealth Advisors
Virginia
$22.9M +$41.1K +1,615 +0.2%
HighTower Advisors
64
HighTower Advisors
Illinois
$21.9M +$11.2M +440,089 +101%
CCFM
65
Clear Creek Financial Management
Washington
$21.8M +$573K +22,525 +3%
AWA
66
Arete Wealth Advisors
Illinois
$21.6M +$2.11M +82,811 +11%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$21.5M +$871K +34,277 +4%
BS
68
Banco Santander
Spain
$21.4M +$311K +12,221 +1%
CIC
69
Cutler Investment Counsel
Oregon
$21.2M +$3.84M +151,162 +22%
Envestnet Portfolio Solutions
70
Envestnet Portfolio Solutions
Illinois
$21.2M -$13M -511,126 -38%
AA
71
Advisory Alpha
Michigan
$21M +$1.7M +66,934 +9%
Wells Fargo
72
Wells Fargo
California
$20.1M -$10.1M -396,341 -33%
LEFP
73
Leading Edge Financial Planning
Tennessee
$19.4M -$17.3M -679,441 -47%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$19.3M -$556K -21,878 -3%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$18.9M -$679K -26,715 -3%