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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
FFS
151
Founders Financial Securities
Maryland
$4.98M -$121K -4,852 -2%
FPWM
152
FSB Premier Wealth Management
Iowa
$4.92M +$43.3K +1,737 +0.9%
JCM
153
Jacobi Capital Management
Pennsylvania
$4.87M -$3.8M -152,510 -44%
GWM
154
Geneos Wealth Management
Colorado
$4.8M -$297K -11,905 -6%
VAF
155
Values Added Financial
District of Columbia
$4.76M -$649K -26,038 -12%
SPA
156
Sentinel Pension Advisors
Massachusetts
$4.62M -$1.36M -54,487 -23%
BB
157
Busey Bank
Illinois
$4.57M -$342K -13,734 -7%
AWM
158
AE Wealth Management
Kansas
$4.57M -$86.8K -3,483 -2%
AWM
159
Avior Wealth Management
Nebraska
$4.53M +$4.21M +168,834 +1,436%
JSL
160
JT Stratford LLC
Georgia
$4.43M +$108K +4,313 +3%
ZF
161
Zhang Financial
Michigan
$4.35M +$171K +6,853 +4%
Citigroup
162
Citigroup
New York
$4.34M +$158K +6,341 +4%
Ameriprise
163
Ameriprise
Minnesota
$4.25M -$482K -19,340 -10%
UWM
164
USAdvisors Wealth Management
Minnesota
$4.16M +$131K +5,237 +3%
PA
165
Parallel Advisors
California
$4.09M +$251K +10,077 +7%
HAS
166
HBW Advisory Services
California
$4.04M +$263K +10,551 +7%
AWS
167
Atria Wealth Solutions
New York
$4.03M +$1.54M +61,624 +62%
AAS
168
Avantax Advisory Services
Texas
$3.85M +$2.47M +99,188 +183%
SFS
169
Sowell Financial Services
Arkansas
$3.81M +$218K +8,757 +6%
IWN
170
Independent Wealth Network
Iowa
$3.7M -$186K -7,460 -5%
BCM
171
Barden Capital Management
Texas
$3.66M +$127K +5,114 +4%
BCI
172
Brinker Capital Investments
Pennsylvania
$3.6M +$757K +30,353 +27%
OPS
173
Orion Portfolio Solutions
Nebraska
$3.6M +$757K +30,353 +27%
FIA
174
Foundations Investment Advisors
Arizona
$3.59M -$168K -6,736 -4%
ICMP
175
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.58M +$901K +36,137 +34%