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State Street SPDR Portfolio Aggregate Bond ETF

399 hedge funds and large institutions have $4.56B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 157 increasing their positions, 127 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 22

24% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 127

11% more funds holding

Funds holding: 359399 (+40)

9% more funds holding in top 10

Funds holding in top 10: 5358 (+5)

2.33% more ownership

Funds ownership: 67.94%70.27% (+2.3%)

3% more capital invested

Capital invested by funds: $4.41B → $4.56B (+$148M)

Holders
399
Holders Change
+40
Holders Change %
+11.14%
% of All Funds
6.14%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.89%
New
70
Increased
157
Reduced
127
Closed
22
Calls
$713K
Puts
Net Calls
+$713K
Net Calls Change
+$713K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
376
Jones Financial Companies
Missouri
$20K
PNC Financial Services Group
377
PNC Financial Services Group
Pennsylvania
$19K +$8.74K +294 +84%
OIA
378
Optimum Investment Advisors
Illinois
$18K
KFI
379
Key Financial Inc
Pennsylvania
$17K +$17.1K +574 New
DAC
380
Dividend Assets Capital
South Carolina
$15K
GEA
381
Glen Eagle Advisors
New Jersey
$14.7K
FHA
382
First Horizon Advisors
Tennessee
$12K +$1.55K +52 +15%
NFSG
383
Newbridge Financial Services Group
Florida
$11K +$59 +2 +0.5%
AIP
384
Ameritas Investment Partners
Nebraska
$11K +$357 +12 +3%
AAP
385
Arax Advisory Partners
Colorado
$11K +$862 +29 +9%
AIL
386
AGF Investments LLC
Ontario, Canada
$10K +$1.1K +37 +12%
GWANC
387
Guardian Wealth Advisors (North Carolina)
North Carolina
$10K +$9.66K +325 New
EWM
388
EPG Wealth Management
Georgia
$8K
CP
389
Castleview Partners
Texas
$5.37K +$4.73M +159,118 New
ZIG
390
Zullo Investment Group
Pennsylvania
$5K +$4.85K +163 New
LC
391
Lindbrook Capital
California
$4K +$3.9K +131 New
LPWM
392
Lake Point Wealth Management
Texas
$2K
OFG
393
Oxford Financial Group
Indiana
$2K
WFA
394
West Financial Advisors
Iowa
$2K
ACK
395
Andrew C. Karlinski
$2K +$1.96K +66 New
TCWA
396
Ten Capital Wealth Advisors
Washington
$1K +$1.04K +35 New
WIM
397
Westside Investment Management
California
$93
TFA
398
Tobias Financial Advisors
Florida
-$37.5M -1,257,180 Closed
CG
399
Colony Group
Massachusetts
-$4.33M -145,099 Closed
HF
400
HRT Financial
New York
-$4.08M -136,686 Closed