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State Street SPDR Portfolio Aggregate Bond ETF

439 hedge funds and large institutions have $5.6B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 179 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 48

4% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 172

5% less capital invested

Capital invested by funds: $5.88B → $5.6B (-$282M)

1% less funds holding

Funds holding: 445439 (-6)

4.71% less ownership

Funds ownership: 77.13%72.42% (-4.7%)

6% less funds holding in top 10

Funds holding in top 10: 6763 (-4)

Holders
439
Holders Change
-6
Holders Change %
-1.35%
% of All Funds
6.32%
Holding in Top 10
63
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.97%
% of All Funds
0.91%
New
53
Increased
179
Reduced
172
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$576M +$65.4M +2,586,533 +13%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$308M +$45M +1,780,689 +17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$257M -$37.8M -1,497,149 -13%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$252M +$74.6M +2,950,659 +42%
Cerity Partners
5
Cerity Partners
New York
$217M +$5.95M +235,531 +3%
RIG
6
RiverFront Investment Group
Virginia
$184M +$8.04M +317,882 +5%
State Street
7
State Street
Massachusetts
$126M -$54M -2,135,839 -30%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$113M -$49M -1,936,379 -30%
PAG
9
Private Advisor Group
New Jersey
$111M -$1.94M -76,598 -2%
GI
10
Gradient Investments
Minnesota
$104M -$4.65M -183,932 -4%
RA
11
Rational Advisors
New York
$95.3M +$95.3M +3,771,284 New
Osaic Holdings
12
Osaic Holdings
Arizona
$88.4M -$10.6M -420,571 -11%
SC
13
Syon Capital
California
$87.8M -$87.7M -3,468,294 -50%
EH
14
Equitable Holdings
New York
$84M +$26.9M +1,065,080 +47%
WCWM
15
Willow Creek Wealth Management
California
$80.1M +$1.44M +56,858 +2%
TFA
16
Tobias Financial Advisors
Florida
$74.6M +$4.2M +165,967 +6%
BAAM
17
Baker Avenue Asset Management
California
$73.5M +$3.02M +119,268 +4%
SMM
18
Stadion Money Management
Georgia
$69.8M +$503K +19,901 +0.7%
GKWIM
19
Gerber Kawasaki Wealth & Investment Management
California
$63.8M +$9.32M +368,520 +17%
GLA
20
Good Life Advisors
Pennsylvania
$63.8M +$1.67M +66,165 +3%
KW
21
KWB Wealth
California
$60.8M -$11.7M -463,639 -16%
MFS
22
McNamara Financial Services
Massachusetts
$55.7M +$2.97M +117,317 +6%
NEWAS
23
N.E.W. Advisory Services
Wisconsin
$54.3M -$717K -28,344 -1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$50.3M -$1.42M -56,118 -3%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$49.2M +$4.5M +178,031 +10%