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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
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$7.84M +$1.44M +56,787 +22%
ZIM
127
Zacks Investment Management
Illinois
$7.8M +$7.54M +296,537 +1,901%
AWMG
128
Alliance Wealth Management Group
New Jersey
$7.69M -$36.6K -1,440 -0.5%
BWA
129
Burt Wealth Advisors
Maryland
$7.68M -$235K -9,233 -3%
CF
130
Cyr Financial
Illinois
$7.65M +$925K +36,380 +13%
TVAMP
131
Tennessee Valley Asset Management Partners
Tennessee
$7.6M -$106K -4,154 -1%
IAN
132
Integrated Advisors Network
Texas
$7.54M -$340K -13,372 -4%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$7.49M +$362K +14,252 +5%
Truist Financial
134
Truist Financial
North Carolina
$7.47M +$275K +10,821 +4%
Jane Street
135
Jane Street
New York
$7.3M -$4.54M -178,727 -38%
PFA
136
Pure Financial Advisors
California
$7.18M +$162K +6,356 +2%
SFS
137
Security Financial Services
Indiana
$6.98M +$196K +7,696 +3%
AP
138
Appleton Partners
Massachusetts
$6.91M +$462K +18,181 +7%
GWP
139
Gateway Wealth Partners
Wisconsin
$6.85M +$988K +38,852 +17%
OMC
140
Old Mission Capital
Illinois
$6.85M +$6.59M +259,258 +1,742%
UBS Group
141
UBS Group
Switzerland
$6.83M +$356K +14,016 +5%
CWM
142
CIBC World Markets
New York
$6.53M +$317K +12,470 +5%
WAAG
143
Wealth Alliance Advisory Group
Kansas
$6.37M +$75.3K +2,960 +1%
CWM
144
Cornerstone Wealth Management
Missouri
$6.31M +$5.77M +226,893 +879%
AFS
145
Amtrust Financial Services
New York
$6.26M
GRP
146
Global Retirement Partners
California
$6.18M +$886K +34,855 +16%
CIBC World Market
147
CIBC World Market
Ontario, Canada
$6.14M
CAC
148
Certified Advisory Corp
Florida
$6.09M +$225K +8,847 +4%
VAF
149
Values Added Financial
District of Columbia
$6.08M +$450K +17,717 +8%
WWA
150
Wealth Watch Advisors
Colorado
$5.98M +$6.08M +239,160 New