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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
Jones Financial Companies
126
Jones Financial Companies
Missouri
$7.22M +$1.8M +72,095 +33%
Truist Financial
127
Truist Financial
North Carolina
$7.04M -$557K -22,329 -7%
SA
128
Stewardship Advisors
Pennsylvania
$7.04M +$52.9K +2,123 +0.8%
CIBC World Market
129
CIBC World Market
Ontario, Canada
$6.99M -$192K -7,720 -3%
SFS
130
Security Financial Services
Indiana
$6.83M -$618K -24,790 -8%
IAN
131
Integrated Advisors Network
Texas
$6.68M -$209K -8,370 -3%
Stifel Financial
132
Stifel Financial
Missouri
$6.65M +$2.2M +88,269 +50%
AF
133
Allworth Financial
California
$6.56M -$413K -16,551 -6%
AFS
134
Amtrust Financial Services
New York
$6.29M
AP
135
Appleton Partners
Massachusetts
$6.23M +$236K +9,477 +4%
WAAG
136
Wealth Alliance Advisory Group
Kansas
$6.14M +$242K +9,690 +4%
CAG
137
Crestwood Advisors Group
Massachusetts
$6.09M -$200K -8,042 -3%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$6.06M +$64.1K +2,570 +1%
KA
139
Kure Advisory
Minnesota
$5.99M +$269K +10,787 +5%
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$5.95M -$222K -8,920 -4%
TC
141
TownSquare Capital
Utah
$5.9M +$328K +13,176 +6%
EFL
142
ERn Financial LLC
Wisconsin
$5.75M -$566K -22,698 -9%
GWP
143
Gateway Wealth Partners
Wisconsin
$5.52M +$630K +25,258 +13%
GRP
144
Global Retirement Partners
California
$5.47M +$978K +39,233 +22%
Jane Street
145
Jane Street
New York
$5.33M +$5.3M +212,551 New
HI
146
Horizon Investments
North Carolina
$5.3M -$195K -7,823 -4%
LCM
147
Lunt Capital Management
Utah
$5.29M +$196K +7,854 +4%
CAC
148
Certified Advisory Corp
Florida
$5.1M +$151K +6,055 +3%
PCA
149
Prosperity Capital Advisors
Ohio
$5.02M +$1.69M +67,839 +51%
SW
150
Simplicity Wealth
New Jersey
$5.01M +$497K +19,942 +11%