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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
FA
201
Fermata Advisors
California
$2.23M +$89.1K +3,573 +4%
SWP
202
Stratos Wealth Partners
Ohio
$2.18M +$285K +11,445 +15%
Comerica Bank
203
Comerica Bank
Texas
$2.14M +$49.7K +1,995 +2%
FI
204
FWG Investments
Kentucky
$2.09M +$208K +8,337 +11%
SFC
205
Strategic Financial Concepts
Texas
$2.05M +$2.2M +88,304 +83%
Citadel Advisors
206
Citadel Advisors
Florida
$1.97M +$1.95M +78,320 New
PIFP
207
Partners in Financial Planning
Virginia
$1.93M -$19.7K -790 -1%
EGA
208
E&G Advisors
Texas
$1.91M -$3.74K -150 -0.2%
RIM
209
Redwood Investment Management
Arizona
$1.89M +$452K +18,139 +32%
GM
210
GeoWealth Management
Illinois
$1.87M -$223K -8,963 -11%
MFG
211
Merit Financial Group
Georgia
$1.83M +$435K +17,462 +31%
PIA
212
Perennial Investment Advisors
California
$1.83M -$241K -9,662 -12%
FPW
213
Flagship Private Wealth
Massachusetts
$1.83M -$265K -10,650 -13%
AWG
214
Altus Wealth Group
Colorado
$1.8M +$81.9K +3,286 +5%
IA
215
IFP Advisors
Florida
$1.79M +$638K +25,606 +56%
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
$1.79M +$1.78M +71,334 New
NS
217
NBC Securities
Alabama
$1.76M +$582K +23,351 +50%
MWM
218
Modern Wealth Management
Kansas
$1.73M +$1.72M +69,092 New
PWP
219
Precedent Wealth Partners
Texas
$1.7M +$416K +16,702 +33%
RCM
220
Raleigh Capital Management
North Carolina
$1.69M +$178K +7,137 +12%
LFA
221
Laraway Financial Advisors
Minnesota
$1.68M -$25.6K -1,027 -2%
Koshinski Asset Management
222
Koshinski Asset Management
Illinois
$1.66M +$1.35M +54,290 +462%
KWS
223
Keystone Wealth Services
California
$1.66M -$427K -17,129 -21%
BFA
224
Brown Financial Advisors
Ohio
$1.55M +$1.54M +61,752 New
SFA
225
Source Financial Advisors
New York
$1.54M -$54.1K -2,172 -3%