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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
WIM
76
WealthPlan Investment Management
Nebraska
$18.7M +$2.09M +82,167 +12%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$18.5M +$1.01M +39,654 +6%
PWPS
78
Pinnacle Wealth Planning Services
Ohio
$18.3M +$1.37M +53,876 +8%
MCC
79
Money Concepts Capital
Florida
$18.2M +$909K +35,761 +5%
Creative Planning
80
Creative Planning
Kansas
$17.1M +$2.1M +82,439 +14%
IAA
81
Independent Advisor Alliance
North Carolina
$17.1M +$17.4M +683,559 New
Bank of America
82
Bank of America
North Carolina
$16.9M +$136K +5,349 +0.8%
MML Investors Services
83
MML Investors Services
Massachusetts
$16.5M -$114K -4,471 -0.7%
AP
84
Americana Partners
Texas
$15.1M +$677K +26,621 +5%
RA
85
RFG Advisory
Alabama
$14.7M +$4.01M +157,679 +37%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$14.6M +$4.18M +164,533 +39%
BCM
87
Beaumont Capital Management
Massachusetts
$14.6M +$332K +13,062 +2%
KCAM
88
Kagan Cocozza Asset Management
New Jersey
$14.5M +$14.7M +579,457 New
APC
89
Aspire Private Capital
North Carolina
$14.5M -$4.7M -184,908 -24%
CFG
90
Copley Financial Group
California
$14.3M +$571K +22,441 +4%
RI
91
Rinkey Investments
California
$14.3M -$313K -12,317 -2%
SA
92
Stewardship Advisors
Pennsylvania
$13.7M +$252K +9,929 +2%
WFS
93
Weitzel Financial Services
Iowa
$13.3M +$312K +12,284 +2%
LFG
94
Larson Financial Group
Missouri
$13.2M -$1.84M -72,416 -12%
GSWM
95
Golden State Wealth Management
California
$12.8M +$13M +510,955 New
ACP
96
Aveo Capital Partners
Colorado
$12.4M -$1.26M -49,378 -9%
SWM
97
SigFig Wealth Management
California
$12.3M +$351K +13,818 +3%
Stifel Financial
98
Stifel Financial
Missouri
$12.3M +$1.17M +45,952 +10%
WWA
99
WCG Wealth Advisors
Nevada
$11.7M +$229K +8,995 +2%
JCM
100
Jacobi Capital Management
Pennsylvania
$11.4M +$6.53M +256,664 +128%