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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
RIM
101
Rockbridge Investment Management
New York
$11.7M -$255K -10,380 -2%
EIA
102
Eldridge Investment Advisors
New Hampshire
$11.7M +$4.5M +183,006 +67%
AP
103
Americana Partners
Texas
$11.6M +$1.36M +55,481 +14%
FFS
104
Founders Financial Securities
Maryland
$11.2M +$498K +20,239 +5%
MPW
105
Melone Private Wealth
Michigan
$11.1M +$1.37M +55,573 +15%
PFG
106
PAX Financial Group
Texas
$10.6M -$526K -21,398 -5%
WFS
107
Weitzel Financial Services
Iowa
$10.2M +$275K +11,159 +3%
CCFM
108
Clear Creek Financial Management
Washington
$10.1M -$1.31M -53,427 -12%
DC
109
Destiny Capital
Colorado
$10M +$9.61M +390,822 New
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$9.94M +$2.09M +84,855 +28%
NFG
111
Northeast Financial Group
Pennsylvania
$9.9M +$9.5M +386,054 New
AMR
112
Asset Management Resources
Massachusetts
$9.59M +$7.59M +308,705 +472%
TCM
113
Towercrest Capital Management
Pennsylvania
$9.56M -$186K -7,542 -2%
ZIM
114
Zacks Investment Management
Illinois
$9.25M +$7.79M +316,609 +715%
JCM
115
Jacobi Capital Management
Pennsylvania
$8.99M -$13.4K -544 -0.2%
LL
116
LWMG LLC
Minnesota
$8.55M +$252K +10,229 +3%
BWA
117
Burt Wealth Advisors
Maryland
$8.45M +$8.11M +329,735 New
VAG
118
VisionPoint Advisory Group
Texas
$8.37M +$476K +19,342 +6%
UF
119
Univest Financial
Pennsylvania
$8.26M -$312K -12,675 -4%
CWM
120
Cahaba Wealth Management
Georgia
$8.18M +$2.2M +89,299 +39%
ARC
121
Advisor Resource Council
Texas
$8.04M +$7.37M +299,510 +2,108%
SFS
122
Security Financial Services
Indiana
$7.51M +$1.33M +54,008 +23%
RWA
123
Rainsberger Wealth Advisors
Colorado
$7.47M +$7.17M +291,475 New
SC
124
Savant Capital
Illinois
$7.47M -$2.82M -114,595 -28%
IAN
125
Integrated Advisors Network
Texas
$7.43M -$291K -11,833 -4%