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State Street SPDR Portfolio Aggregate Bond ETF

359 hedge funds and large institutions have $4.41B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

63% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 108

1% more funds holding

Funds holding: 354359 (+5)

5% less funds holding in top 10

Funds holding in top 10: 5653 (-3)

14% less capital invested

Capital invested by funds: $5.16B → $4.41B (-$748M)

15.86% less ownership

Funds ownership: 83.8%67.94% (-16%)

Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
6.29%
Holding in Top 10
53
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.36%
% of All Funds
0.93%
New
33
Increased
176
Reduced
108
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
26
Waller Financial Planning Group
Ohio
$43.2M +$1.35M +44,648 +3%
ACM
27
AlphaStar Capital Management
North Carolina
$40.5M +$15.3M +508,620 +59%
GP
28
Girard Partners
Pennsylvania
$40.2M +$4.14M +137,341 +11%
TFA
29
Tobias Financial Advisors
Florida
$37.5M +$2.87M +95,182 +8%
KW
30
KWB Wealth
California
$36.8M +$4.32M +143,455 +13%
MFS
31
McNamara Financial Services
Massachusetts
$35.4M +$804K +26,663 +2%
BSWM
32
Boston Standard Wealth Management
Massachusetts
$35M +$1.13M +37,546 +3%
Truist Financial
33
Truist Financial
North Carolina
$34.1M +$268K +8,903 +0.8%
RWM
34
Reston Wealth Management
Virginia
$33.3M +$1.25M +41,421 +4%
GLA
35
Good Life Advisors
Pennsylvania
$31.3M +$2.1M +69,620 +7%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$31.1M +$1.9M +62,940 +6%
ASW
37
Astoria Strategic Wealth
Texas
$28.3M +$100K +3,328 +0.4%
BCI
38
Brinker Capital Investments
Pennsylvania
$28.1M -$1.65M -54,822 -5%
MD
39
Money Design
Japan
$28.1M +$1.55M +51,263 +6%
WA
40
Waverly Advisors
Alabama
$28M -$2.12M -70,265 -7%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$27.9M +$1.23M +40,644 +5%
SMM
42
Stadion Money Management
Georgia
$26.7M -$764K -25,331 -3%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$25.9M +$426K +14,126 +2%
Citadel Advisors
44
Citadel Advisors
Florida
$25.4M +$10.2M +339,071 +66%
BC
45
Brio Consultants
California
$24.8M +$2.47M +81,916 +11%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$24.3M +$24.6M +814,564 New
Wells Fargo
47
Wells Fargo
California
$24.3M +$75.5K +2,503 +0.3%
MML Investors Services
48
MML Investors Services
Massachusetts
$23.3M +$945K +31,333 +4%
FSG
49
Financial Strategies Group
Michigan
$22.4M +$716K +23,755 +3%
MGIA
50
Moneta Group Investment Advisors
Missouri
$22.2M +$4.8M +159,114 +27%