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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
CL
76
Choreo LLC
Illinois
$16.3M -$866K -35,208 -5%
RI
77
Rinkey Investments
California
$15.9M -$262K -10,644 -2%
MGIA
78
Moneta Group Investment Advisors
Missouri
$15.9M -$292K -11,877 -2%
IWC
79
Integrated Wealth Concepts
Massachusetts
$15.4M +$12.4M +503,800 +524%
TWM
80
Trinity Wealth Management
Pennsylvania
$15.4M +$294K +11,932 +2%
WP
81
WealthPLAN Partners
Nebraska
$15.2M +$506K +20,590 +4%
CAN
82
Cetera Advisor Networks
California
$14.9M +$1.37M +55,862 +11%
LWMG
83
Levy Wealth Management Group
Pennsylvania
$14.5M +$11.3M +458,600 +424%
CF
84
Convergence Financial
Missouri
$14.4M +$2.73M +111,037 +25%
OFS
85
OneAscent Financial Services
Alabama
$14.3M +$13.7M +557,306 New
PWPS
86
Pinnacle Wealth Planning Services
Ohio
$14.1M +$957K +38,905 +8%
BCM
87
Beaumont Capital Management
Massachusetts
$13.6M -$96.3K -3,915 -0.7%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$13.5M +$9.87M +401,183 +320%
T
89
Tidemark
California
$13.3M +$12.8M +519,999 New
AC
90
AIFG Consultants
New York
$13.2M +$1.79M +72,871 +16%
TVAMP
91
Tennessee Valley Asset Management Partners
Tennessee
$13M +$6.97M +283,477 +127%
WWA
92
WCG Wealth Advisors
Nevada
$13M -$1.41M -57,473 -10%
TA
93
TrueWealth Advisors
Alabama
$12.9M +$520K +21,159 +4%
ASW
94
Astoria Strategic Wealth
Texas
$12.8M -$283K -11,495 -2%
CIC
95
Cutler Investment Counsel
Oregon
$12.7M +$11.5M +467,183 +1,684%
ACP
96
Aveo Capital Partners
Colorado
$12.6M +$6.66M +270,732 +123%
CAAM
97
Cornerstone Advisors Asset Management
Pennsylvania
$12.3M +$1.62M +66,020 +16%
APC
98
Aspire Private Capital
North Carolina
$12M +$6.62M +269,052 +136%
UCFA
99
United Capital Financial Advisors
Texas
$11.7M -$508K -20,655 -4%
HI
100
Horizon Investments
North Carolina
$11.7M +$498K +20,263 +5%