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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
CF
101
Collier Financial
Colorado
$11.4M +$11.6M +455,160 New
MGIA
102
Moneta Group Investment Advisors
Missouri
$11.1M -$563K -22,153 -5%
GKWIM
103
Gerber Kawasaki Wealth & Investment Management
California
$10.9M +$499K +19,639 +5%
TFGT
104
TS Financial Group (TSFG)
Illinois
$10.9M +$175K +6,890 +2%
RIM
105
Rockbridge Investment Management
New York
$10.6M -$52.1K -2,049 -0.5%
ARG
106
Advisory Resource Group
Oklahoma
$10.4M +$10.6M +417,921 New
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$10.4M +$10.6M +417,095 New
CAG
108
Crestwood Advisors Group
Massachusetts
$10.4M +$4.6M +180,793 +77%
ASW
109
Astoria Strategic Wealth
Texas
$10.3M -$116K -4,563 -1%
CRFG
110
Columbia River Financial Group
Washington
$10.3M +$10.4M +410,374 New
FWI
111
Facet Wealth Inc
Maryland
$10M -$477K -18,774 -5%
OFS
112
OneAscent Financial Services
Alabama
$9.81M +$9.98M +392,555 New
PCA
113
Prosperity Capital Advisors
Ohio
$9.43M -$4.17M -163,866 -30%
NFG
114
Northeast Financial Group
Pennsylvania
$9.23M +$606K +23,856 +7%
DC
115
Destiny Capital
Colorado
$9.19M -$32.8K -1,290 -0.3%
CWM
116
Cahaba Wealth Management
Georgia
$9.07M +$432K +16,988 +5%
SC
117
Savant Capital
Illinois
$9.03M +$535K +21,054 +6%
UCFA
118
United Capital Financial Advisors
Texas
$8.94M -$923K -36,290 -9%
TCM
119
Towercrest Capital Management
Pennsylvania
$8.85M -$29.9K -1,175 -0.3%
FHA
120
Flagship Harbor Advisors
Massachusetts
$8.5M +$5.83M +229,404 +207%
EIA
121
Eldridge Investment Advisors
New Hampshire
$8.45M -$47.5K -1,869 -0.5%
SEIA
122
Signature Estate & Investment Advisors
California
$8.42M +$443K +17,441 +5%
PFG
123
PAX Financial Group
Texas
$8.24M -$1.05M -41,305 -11%
BOC
124
Bull Oak Capital
California
$8.01M -$8.37M -329,075 -51%
VAG
125
VisionPoint Advisory Group
Texas
$7.99M -$1.17M -46,103 -13%