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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
AWM
176
Avior Wealth Management
Nebraska
$4.45M +$49.1K +1,933 +1%
HAS
177
HBW Advisory Services
California
$4.39M +$302K +11,868 +7%
SPA
178
Sentinel Pension Advisors
Massachusetts
$4.33M -$196K -7,728 -4%
TCWM
179
Total Clarity Wealth Management
Illinois
$4.3M +$4.38M +172,092 New
BMD
180
Better Money Decisions
New Mexico
$4.28M +$782K +30,750 +22%
BCM
181
Barden Capital Management
Texas
$4.25M +$205K +8,067 +5%
Ameriprise
182
Ameriprise
Minnesota
$4.18M -$169K -6,656 -4%
FIA
183
Foundations Investment Advisors
Arizona
$4.08M +$910K +35,781 +28%
TA
184
TrueWealth Advisors
Alabama
$3.86M -$1.25M -48,998 -24%
IWN
185
Independent Wealth Network
Iowa
$3.81M +$142K +5,605 +4%
DWM
186
Destination Wealth Management
California
$3.75M +$360K +14,154 +10%
BAM
187
Belpointe Asset Management
Nevada
$3.61M -$1.39M -54,634 -28%
AI
188
Auour Investments
Massachusetts
$3.57M +$157K +6,156 +5%
HF
189
HRT Financial
New York
$3.51M +$6.15K +242 +0.2%
NI
190
NYL Investors
New York
$3.43M +$206K +8,100 +6%
AWA
191
Aquire Wealth Advisors
Utah
$3.33M -$146K -5,762 -4%
MFG
192
Merit Financial Group
Georgia
$3.31M +$1.42M +55,813 +73%
BB
193
Busey Bank
Illinois
$3.3M -$90.7K -3,567 -3%
Citigroup
194
Citigroup
New York
$3.3M -$2.12M -83,317 -39%
IWC
195
Integrated Wealth Concepts
Massachusetts
$3.28M -$4.88M -192,113 -59%
ATPW
196
Ashton Thomas Private Wealth
Arizona
$3.23M +$3.05M +119,775 +1,289%
AFM
197
Aspetuck Financial Management
Connecticut
$2.98M +$3.03M +119,291 New
WCM
198
WealthTrak Capital Management
Virginia
$2.76M +$2.81M +110,639 New
GEM
199
Global Endowment Management
North Carolina
$2.72M +$2.76M +108,738 New
BFA
200
Brown Financial Advisors
Ohio
$2.67M +$158K +6,228 +6%