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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
LPL Financial
1
LPL Financial
California
$518M -$21.8M -886,350 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$299M +$8.46M +343,777 +3%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$267M +$39.4M +1,601,304 +18%
Cerity Partners
4
Cerity Partners
New York
$214M +$2.22M +90,261 +1%
State Street
5
State Street
Massachusetts
$183M -$4.23M -171,911 -2%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$180M +$4.64M +188,600 +3%
RIG
7
RiverFront Investment Group
Virginia
$179M -$4.83M -196,536 -3%
SC
8
Syon Capital
California
$178M +$166M +6,735,243 +3,259%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$164M +$62.2M +2,528,542 +65%
PAG
10
Private Advisor Group
New Jersey
$115M +$2.26M +91,812 +2%
GI
11
Gradient Investments
Minnesota
$111M -$8.97M -364,672 -8%
WP
12
WealthSource Partners
California
$104M +$409K +16,624 +0.4%
Osaic Holdings
13
Osaic Holdings
Arizona
$100M -$9.31M -378,443 -9%
Morgan Stanley
14
Morgan Stanley
New York
$85.8M +$31.1M +1,265,717 +61%
WCWM
15
Willow Creek Wealth Management
California
$79.7M -$634K -25,791 -0.8%
KW
16
KWB Wealth
California
$73.5M +$2.7M +109,635 +4%
BAAM
17
Baker Avenue Asset Management
California
$71.5M +$68.1M +2,769,050 +15,564%
TFA
18
Tobias Financial Advisors
Florida
$71.4M +$49.5M +2,010,727 +260%
SMM
19
Stadion Money Management
Georgia
$70.5M +$3.15M +128,009 +5%
GLA
20
Good Life Advisors
Pennsylvania
$63M +$1.89M +76,700 +3%
EH
21
Equitable Holdings
New York
$57.9M +$29.1M +1,184,080 +110%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$57.6M +$41.7M +1,693,995 +306%
NEWAS
23
N.E.W. Advisory Services
Wisconsin
$55.8M -$1.47M -59,917 -3%
GKWIM
24
Gerber Kawasaki Wealth & Investment Management
California
$55.3M +$5.11M +207,666 +11%
MFS
25
McNamara Financial Services
Massachusetts
$53.4M +$664K +26,996 +1%