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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
BOC
101
Bull Oak Capital
California
$10.4M -$2.82M -112,959 -21%
RA
102
RFG Advisory
Alabama
$10.4M -$452K -18,143 -4%
UCFA
103
United Capital Financial Advisors
Texas
$10.3M -$76K -3,050 -0.7%
OFS
104
OneAscent Financial Services
Alabama
$10.2M -$2.28M -91,308 -18%
GKWIM
105
Gerber Kawasaki Wealth & Investment Management
California
$10M -$53M -2,126,302 -84%
PFG
106
PAX Financial Group
Texas
$9.92M +$86K +3,451 +0.9%
VPP
107
Vertex Planning Partners
Illinois
$9.69M +$3.76M +150,789 +64%
TCM
108
Towercrest Capital Management
Pennsylvania
$9.61M +$106K +4,272 +1%
UF
109
Univest Financial
Pennsylvania
$9.58M +$443K +17,779 +5%
DC
110
Destiny Capital
Colorado
$9.34M -$116K -4,672 -1%
CWM
111
Cahaba Wealth Management
Georgia
$9.09M +$1.02M +40,932 +13%
LL
112
LWMG LLC
Minnesota
$9.03M +$457K +18,348 +5%
HighTower Advisors
113
HighTower Advisors
Illinois
$8.83M -$209K -8,377 -2%
EIA
114
Eldridge Investment Advisors
New Hampshire
$8.54M -$596K -23,915 -7%
TA
115
TrueWealth Advisors
Alabama
$8.52M -$767K -30,761 -8%
SC
116
Savant Capital
Illinois
$8.51M +$1.52M +61,027 +22%
IWC
117
Integrated Wealth Concepts
Massachusetts
$8.08M -$600K -24,066 -7%
BWA
118
Burt Wealth Advisors
Maryland
$8.06M -$214K -8,585 -3%
VAG
119
VisionPoint Advisory Group
Texas
$7.81M -$94.9K -3,806 -1%
IPA
120
Investment Planning Advisors
Georgia
$7.73M +$7.68M +308,093 New
AWMG
121
Alliance Wealth Management Group
New Jersey
$7.7M +$326K +13,094 +4%
SEIA
122
Signature Estate & Investment Advisors
California
$7.69M +$238K +9,547 +3%
TVAMP
123
Tennessee Valley Asset Management Partners
Tennessee
$7.4M +$221K +8,850 +3%
CWM
124
CIBC World Markets
New York
$7.35M +$158K +6,335 +2%
PFA
125
Pure Financial Advisors
California
$7.31M +$69.3K +2,782 +1%