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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
LPL Financial
1
LPL Financial
California
$573M +$1.13M +45,405 +0.2%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$352M +$45.1M +1,809,915 +15%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$273M +$17.5M +701,323 +7%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$271M +$21.2M +848,951 +9%
Cerity Partners
5
Cerity Partners
New York
$223M +$7.94M +318,469 +4%
RIG
6
RiverFront Investment Group
Virginia
$181M -$1.62M -64,973 -0.9%
State Street
7
State Street
Massachusetts
$132M +$6.54M +262,588 +5%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$108M -$4.04M -161,914 -4%
GI
9
Gradient Investments
Minnesota
$99.2M -$4.31M -173,096 -4%
PAG
10
Private Advisor Group
New Jersey
$97M -$13.5M -539,971 -12%
Osaic Holdings
11
Osaic Holdings
Arizona
$94.2M +$6.42M +257,590 +7%
RA
12
Rational Advisors
New York
$89.7M -$4.87M -195,260 -5%
SC
13
Syon Capital
California
$85.9M -$1.25M -50,282 -1%
WCWM
14
Willow Creek Wealth Management
California
$81.1M +$1.6M +64,022 +2%
TFA
15
Tobias Financial Advisors
Florida
$76.3M +$2.24M +89,783 +3%
EH
16
Equitable Holdings
New York
$67.7M -$15.5M -623,640 -19%
GLA
17
Good Life Advisors
Pennsylvania
$66.3M +$2.97M +119,216 +5%
BAAM
18
Baker Avenue Asset Management
California
$65.3M -$7.61M -305,326 -11%
KW
19
KWB Wealth
California
$59.6M -$1.17M -47,091 -2%
RJA
20
Raymond James & Associates
Florida
$58.7M +$15.5M +619,988 +36%
MFS
21
McNamara Financial Services
Massachusetts
$57M +$1.72M +69,071 +3%
ACM
22
AlphaStar Capital Management
North Carolina
$55.4M +$17.7M +712,068 +48%
NEWAS
23
N.E.W. Advisory Services
Wisconsin
$53.7M -$103K -4,146 -0.2%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$52M +$3.15M +126,511 +6%
TC
25
Trilogy Capital
California
$52M +$3.7M +148,373 +8%