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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
PWPS
76
Pinnacle Wealth Planning Services
Ohio
$15.9M +$1.51M +60,443 +11%
RI
77
Rinkey Investments
California
$15.8M +$81.1K +3,252 +0.5%
LWMG
78
Levy Wealth Management Group
Pennsylvania
$15.8M +$1.55M +62,036 +11%
Creative Planning
79
Creative Planning
Kansas
$15.7M -$810K -32,496 -5%
WP
80
WealthPLAN Partners
Nebraska
$15.6M +$883K +35,410 +6%
CL
81
Choreo LLC
Illinois
$15.1M -$455K -18,257 -3%
SWM
82
SigFig Wealth Management
California
$14.9M -$5.2M -208,680 -27%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$14.8M +$6.63M +266,195 +82%
AP
84
Americana Partners
Texas
$14.7M +$2.03M +81,485 +16%
BCM
85
Beaumont Capital Management
Massachusetts
$14.3M -$120K -4,833 -0.8%
AWA
86
Arete Wealth Advisors
Illinois
$13.4M +$6.1M +244,556 +84%
WWA
87
WCG Wealth Advisors
Nevada
$13.3M +$1.29M +51,765 +11%
APC
88
Aspire Private Capital
North Carolina
$13.2M +$1.02M +40,919 +8%
AC
89
AIFG Consultants
New York
$13M -$601K -24,110 -4%
MGIA
90
Moneta Group Investment Advisors
Missouri
$13M -$1.06M -42,518 -8%
CIC
91
Cutler Investment Counsel
Oregon
$12.9M +$44.8K +1,796 +0.4%
WFS
92
Weitzel Financial Services
Iowa
$12.6M +$157K +6,315 +1%
Toronto Dominion Bank
93
Toronto Dominion Bank
Ontario, Canada
$12.5M -$8.72M -350,000 -41%
ACP
94
Aveo Capital Partners
Colorado
$12.3M -$227K -9,105 -2%
ASW
95
Astoria Strategic Wealth
Texas
$12.2M -$97.9K -3,928 -0.8%
RIM
96
Rockbridge Investment Management
New York
$11.1M -$99.7K -4,002 -0.9%
MPW
97
Melone Private Wealth
Michigan
$10.7M +$3.12K +125 +0%
NFG
98
Northeast Financial Group
Pennsylvania
$10.6M -$120K -4,830 -1%
TFGT
99
TS Financial Group (TSFG)
Illinois
$10.5M +$1.91M +76,698 +22%
OMC
100
Old Mission Capital
Illinois
$10.4M +$8.38M +336,097 +421%