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State Street SPDR Portfolio Aggregate Bond ETF

500 hedge funds and large institutions have $8.02B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 212 increasing their positions, 176 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 31

22% more capital invested

Capital invested by funds: $6.56B → $8.02B (+$1.46B)

20% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 176

8% more funds holding

Funds holding: 462500 (+38)

3% more funds holding in top 10

Funds holding in top 10: 6062 (+2)

2.13% less ownership

Funds ownership: 76.54%74.41% (-2.1%)

Holders
500
Holders Change
+38
Holders Change %
+8.23%
% of All Funds
6.59%
Holding in Top 10
62
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.33%
% of All Funds
0.82%
New
78
Increased
212
Reduced
176
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.6B -$5.08K -200 -0.3%
LPL Financial
2
LPL Financial
California
$642M -$13.7M -539,896 -2%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$408M +$32.1M +1,263,384 +8%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$320M +$22.6M +888,988 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$274M -$14.7M -576,587 -5%
State Street
6
State Street
Massachusetts
$255M -$69.1M -2,718,221 -21%
Cerity Partners
7
Cerity Partners
New York
$235M +$5.75M +226,061 +2%
RIG
8
RiverFront Investment Group
Virginia
$185M +$300K +11,786 +0.2%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$115M +$17.2M +677,364 +17%
GI
10
Gradient Investments
Minnesota
$109M +$2.36M +92,920 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$103M +$4.85M +190,958 +5%
PAG
12
Private Advisor Group
New Jersey
$95.9M +$4.13M +162,350 +4%
SC
13
Syon Capital
California
$90.1M +$2.4M +94,383 +3%
WCWM
14
Willow Creek Wealth Management
California
$87M +$2.96M +116,270 +3%
RA
15
Rational Advisors
New York
$84.7M -$1.84M -72,236 -2%
TFA
16
Tobias Financial Advisors
Florida
$78.3M -$936K -36,800 -1%
BAAM
17
Baker Avenue Asset Management
California
$71.2M +$3.85M +151,347 +6%
EH
18
Equitable Holdings
New York
$70.2M -$3.48M -137,040 -5%
Raymond James Financial
19
Raymond James Financial
Florida
$68.5M +$69.7M +2,741,362 New
GLA
20
Good Life Advisors
Pennsylvania
$68.4M -$980K -38,565 -1%
KW
21
KWB Wealth
California
$65.5M -$1.29M -50,728 -2%
JP Morgan Chase
22
JP Morgan Chase
New York
$63M -$7.32M -287,881 -10%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$60.2M +$4.72M +185,641 +8%
UF
24
Univest Financial
Pennsylvania
$55.4M -$1.97M -77,571 -3%
KWM
25
Kingsview Wealth Management
Oregon
$54.9M +$55.9M +2,198,133 New