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State Street SPDR Portfolio Aggregate Bond ETF

356 hedge funds and large institutions have $4.21B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

29% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 122

5% more funds holding

Funds holding: 338356 (+18)

3.51% more ownership

Funds ownership: 73.31%76.82% (+3.5%)

5% more capital invested

Capital invested by funds: $4.02B → $4.21B (+$190M)

2% less funds holding in top 10

Funds holding in top 10: 6362 (-1)

Holders
356
Holders Change
+18
Holders Change %
+5.33%
% of All Funds
6.25%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
1.09%
New
45
Increased
157
Reduced
122
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
26
Waller Financial Planning Group
Ohio
$40.1M +$6.81M +225,784 +20%
WP
27
WealthSource Partners
California
$38.6M +$39.3M +1,302,248 New
BFG
28
Barber Financial Group
Kansas
$37.4M +$107K +3,553 +0.3%
SPA
29
Sentinel Pension Advisors
Massachusetts
$35.7M +$2.48M +82,125 +7%
TFA
30
Tobias Financial Advisors
Florida
$35.6M -$9.07M -300,667 -20%
EWF
31
Epstein & White Financial
California
$33.9M -$2.38M -78,869 -6%
Morgan Stanley
32
Morgan Stanley
New York
$33.3M -$2.33M -77,291 -6%
KW
33
KWB Wealth
California
$32.5M +$4.8M +159,000 +17%
GP
34
Girard Partners
Pennsylvania
$32.2M +$1.85M +61,320 +6%
MFS
35
McNamara Financial Services
Massachusetts
$32M +$652K +21,629 +2%
BSWM
36
Boston Standard Wealth Management
Massachusetts
$31.6M +$4.88M +161,701 +18%
BCI
37
Brinker Capital Investments
Pennsylvania
$30.6M -$4.65M -154,269 -13%
MD
38
Money Design
Japan
$30.3M -$458K -15,192 -1%
WA
39
Waverly Advisors
Alabama
$28.4M +$2.25M +74,440 +8%
ASW
40
Astoria Strategic Wealth
Texas
$28.2M +$71.6K +2,375 +0.3%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$27.1M +$3.62M +119,944 +15%
RWM
42
Reston Wealth Management
Virginia
$27M +$8.28M +274,596 +43%
SMM
43
Stadion Money Management
Georgia
$26.8M +$74.8K +2,478 +0.3%
HWA
44
Heartwood Wealth Advisors
Virginia
$26M +$2.23M +74,002 +9%
GLA
45
Good Life Advisors
Pennsylvania
$25.8M -$2.76M -91,616 -10%
Wells Fargo
46
Wells Fargo
California
$24.6M +$211K +7,010 +0.9%
TWM
47
Trinity Wealth Management
Pennsylvania
$24.3M +$339K +11,222 +1%
SA
48
Stewardship Advisors
Pennsylvania
$24.3M -$6.87M -227,741 -22%
Citadel Advisors
49
Citadel Advisors
Florida
$24.1M +$24.5M +812,577 New
FWM
50
Focused Wealth Management
New York
$20.9M +$4.14M +137,123 +24%