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State Street SPDR Portfolio Aggregate Bond ETF

445 hedge funds and large institutions have $5.88B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 189 increasing their positions, 145 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 37

30% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 145

20% more capital invested

Capital invested by funds: $4.9B → $5.88B (+$984M)

16% more funds holding in top 10

Funds holding in top 10: 5867 (+9)

9% more funds holding

Funds holding: 407445 (+38)

1.92% more ownership

Funds ownership: 75.21%77.13% (+1.9%)

Holders
445
Holders Change
+38
Holders Change %
+9.34%
% of All Funds
6.49%
Holding in Top 10
67
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.52%
% of All Funds
0.98%
New
82
Increased
189
Reduced
145
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICMP
201
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.4M -$69.5K -2,827 -3%
CA
202
Cetera Advisors
Colorado
$2.36M +$416K +16,894 +22%
MFG
203
Merit Financial Group
Georgia
$2.33M -$948K -38,539 -30%
KWS
204
Keystone Wealth Services
California
$2.31M +$450K +18,313 +26%
HIIFS
205
Harel Insurance Investments & Financial Services
Israel
$2.29M
AWM
206
Axxcess Wealth Management
California
$2.29M +$728K +29,578 +50%
OGF
207
Orin Green Financial
California
$2.23M -$316K -12,841 -13%
PIA
208
Perennial Investment Advisors
California
$2.2M +$147K +5,977 +7%
FPW
209
Flagship Private Wealth
Massachusetts
$2.15M +$53.4K +2,170 +3%
ZF
210
Zhang Financial
Michigan
$2.06M +$1.98M +80,454 New
SAM
211
Smartleaf Asset Management
Massachusetts
$2.03M +$1.94M +79,062 New
CFG
212
Cooper Financial Group
California
$2.02M -$87.3K -3,550 -4%
EGA
213
E&G Advisors
Texas
$2M -$194K -7,895 -9%
PIFP
214
Partners in Financial Planning
Virginia
$2M -$892K -36,276 -32%
NAM
215
NorthCrest Asset Manangement
Minnesota
$1.92M +$1.84M +74,771 New
SWP
216
Stratos Wealth Partners
Ohio
$1.9M +$33.4K +1,357 +2%
LFA
217
Laraway Financial Advisors
Minnesota
$1.8M -$109K -4,423 -6%
B
218
Bridgeworth
Alabama
$1.78M -$316K -12,828 -16%
KFS
219
Kelly Financial Services
Massachusetts
$1.61M +$445K +18,080 +40%
WCFA
220
Walkner Condon Financial Advisors
Wisconsin
$1.6M +$343K +13,927 +29%
PTC
221
Private Trust Company
Ohio
$1.6M -$533K -21,663 -26%
NRI
222
NFP Retirement Inc
California
$1.58M -$948K -38,522 -38%
KPWS
223
Kestra Private Wealth Services
Texas
$1.57M +$25.1K +1,021 +2%
NS
224
NBC Securities
Alabama
$1.57M -$44.8K -1,821 -3%
DWP
225
Destiny Wealth Partners
Florida
$1.56M -$75.5K -3,068 -5%