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State Street SPDR Portfolio Aggregate Bond ETF

439 hedge funds and large institutions have $5.6B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 179 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 48

4% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 172

5% less capital invested

Capital invested by funds: $5.88B → $5.6B (-$282M)

1% less funds holding

Funds holding: 445439 (-6)

4.71% less ownership

Funds ownership: 77.13%72.42% (-4.7%)

6% less funds holding in top 10

Funds holding in top 10: 6763 (-4)

Holders
439
Holders Change
-6
Holders Change %
-1.35%
% of All Funds
6.32%
Holding in Top 10
63
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.97%
% of All Funds
0.91%
New
53
Increased
179
Reduced
172
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
101
Towercrest Capital Management
Pennsylvania
$9.57M +$143K +5,656 +2%
DC
102
Destiny Capital
Colorado
$9.53M -$349K -13,806 -4%
TA
103
TrueWealth Advisors
Alabama
$9.36M -$3.36M -132,974 -26%
EIA
104
Eldridge Investment Advisors
New Hampshire
$9.21M -$2.3M -91,025 -20%
UF
105
Univest Financial
Pennsylvania
$9.2M +$1.06M +41,757 +13%
HighTower Advisors
106
HighTower Advisors
Illinois
$9.1M -$32.2M -1,272,980 -78%
JCM
107
Jacobi Capital Management
Pennsylvania
$8.76M -$104K -4,099 -1%
IWC
108
Integrated Wealth Concepts
Massachusetts
$8.75M -$6.42M -253,806 -42%
LL
109
LWMG LLC
Minnesota
$8.63M +$202K +8,003 +2%
TFGT
110
TS Financial Group (TSFG)
Illinois
$8.62M +$8.26M +326,659 +2,254%
BWA
111
Burt Wealth Advisors
Maryland
$8.34M +$7.26K +287 +0.1%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$8.2M +$8.2M +324,300 New
CWM
113
Cahaba Wealth Management
Georgia
$8.12M +$59.6K +2,357 +0.7%
VAG
114
VisionPoint Advisory Group
Texas
$7.96M -$289K -11,437 -4%
Truist Financial
115
Truist Financial
North Carolina
$7.66M -$36.1M -1,426,926 -82%
SFS
116
Security Financial Services
Indiana
$7.51M +$102K +4,032 +1%
SEIA
117
Signature Estate & Investment Advisors
California
$7.5M +$1.33M +52,570 +22%
AWMG
118
Alliance Wealth Management Group
New Jersey
$7.43M +$118K +4,679 +2%
AWA
119
Arete Wealth Advisors
Illinois
$7.32M +$817K +32,302 +13%
PFA
120
Pure Financial Advisors
California
$7.3M +$124K +4,912 +2%
CWM
121
CIBC World Markets
New York
$7.25M +$7.25M +286,702 New
CIBC World Market
122
CIBC World Market
Ontario, Canada
$7.24M +$7.24M +286,420 New
TVAMP
123
Tennessee Valley Asset Management Partners
Tennessee
$7.24M -$5.58M -220,745 -44%
SA
124
Stewardship Advisors
Pennsylvania
$7.04M +$3.24M +128,141 +85%
SC
125
Savant Capital
Illinois
$7.03M -$335K -13,266 -5%