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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
SHJ
151
Sharkey, Howes & Javer
Colorado
$5.83M -$2.19M -86,316 -27%
LA
152
Lifeworks Advisors
Michigan
$5.74M -$501K -19,691 -8%
EFL
153
ERn Financial LLC
Wisconsin
$5.72M +$423K +16,641 +8%
ALC
154
Alexander Labrunerie & Co
Missouri
$5.71M +$5.81M +228,652 New
LCM
155
Lunt Capital Management
Utah
$5.69M +$256K +10,065 +5%
TC
156
TownSquare Capital
Utah
$5.6M -$106K -4,166 -2%
VPP
157
Vertex Planning Partners
Illinois
$5.55M -$1.35M -53,246 -19%
AAS
158
Avantax Advisory Services
Texas
$5.48M +$542K +21,310 +11%
FPWM
159
FSB Premier Wealth Management
Iowa
$5.33M +$121K +4,758 +2%
GWM
160
Geneos Wealth Management
Colorado
$5.31M +$342K +13,455 +7%
MPW
161
Melone Private Wealth
Michigan
$5.27M -$6.06M -238,364 -53%
AF
162
Allworth Financial
California
$5.23M -$841K -33,067 -14%
HI
163
Horizon Investments
North Carolina
$5.21M -$114K -4,472 -2%
PWM
164
Perigon Wealth Management
California
$5.21M +$2.35M +92,521 +80%
MWM
165
McMill Wealth Management
Nebraska
$5.17M +$5.26M +207,025 New
ICMP
166
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.12M +$399K +15,683 +8%
AWM
167
AE Wealth Management
Kansas
$5.1M +$149K +5,868 +3%
IWP
168
IAG Wealth Partners
Wisconsin
$5.08M +$1.19M +46,991 +30%
PA
169
Parallel Advisors
California
$4.98M +$933K +36,691 +23%
ZF
170
Zhang Financial
Michigan
$4.85M -$209K -8,212 -4%
FFS
171
Founders Financial Securities
Maryland
$4.85M -$150K -5,881 -3%
JSL
172
JT Stratford LLC
Georgia
$4.72M +$12.3K +483 +0.3%
BCI
173
Brinker Capital Investments
Pennsylvania
$4.47M +$125K +4,901 +3%
OPS
174
Orion Portfolio Solutions
Nebraska
$4.47M +$125K +4,901 +3%
AWS
175
Atria Wealth Solutions
New York
$4.47M -$405K -15,923 -8%