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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
IWP
176
IAG Wealth Partners
Wisconsin
$3.58M +$569K +22,816 +19%
AWA
177
Aquire Wealth Advisors
Utah
$3.58M -$22.4K -899 -0.6%
DWM
178
Destination Wealth Management
California
$3.38M -$1.85M -74,190 -36%
VBFP
179
Valtinson Bruner Financial Planning
Minnesota
$3.37M -$1.47M -58,989 -31%
HWP
180
Hibernia Wealth Partners
Louisiana
$3.36M +$1.81M +72,691 +119%
NI
181
NYL Investors
New York
$3.27M
AI
182
Auour Investments
Massachusetts
$3.25M +$123K +4,936 +4%
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$3.23M +$3.13M +125,679 +5,493%
BMD
184
Better Money Decisions
New Mexico
$3.17M +$401K +16,086 +15%
SDWIA
185
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.11M +$174K +6,962 +6%
CF
186
Centaurus Financial
California
$3.05M +$217K +8,701 +8%
FHA
187
Flagship Harbor Advisors
Massachusetts
$3.01M -$16.4K -659 -0.5%
CFA
188
Cahill Financial Advisors
Minnesota
$2.81M +$134K +5,384 +5%
CA
189
CGN Advisors
Kansas
$2.81M -$25.8K -1,035 -0.9%
FAIM
190
Financial Advocates Investment Management
Washington
$2.79M -$3.49M -139,860 -56%
TWP
191
Tempus Wealth Planning
California
$2.71M -$455K -18,236 -14%
CFGF
192
Compass Financial Group (Florida)
Florida
$2.57M
ML
193
McAdam LLC
Pennsylvania
$2.5M -$26.8K -1,075 -1%
SAM
194
Smartleaf Asset Management
Massachusetts
$2.44M +$713K +28,593 +42%
BIM
195
Breakwater Investment Management
Washington
$2.42M -$211K -8,463 -8%
CFG
196
Cooper Financial Group
California
$2.41M +$447K +17,919 +23%
OGF
197
Orin Green Financial
California
$2.35M +$2.33M +93,534 New
NCM
198
Northwest Capital Management
Oregon
$2.28M -$2.49M -99,853 -52%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$2.27M +$652K +26,154 +41%
HIIFS
200
Harel Insurance Investments & Financial Services
Israel
$2.25M