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State Street SPDR Portfolio Aggregate Bond ETF

303 hedge funds and large institutions have $3.78B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 152 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 86

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

2% more funds holding

Funds holding: 297303 (+6)

5% more capital invested

Capital invested by funds: $3.61B → $3.78B (+$175M)

0.39% more ownership

Funds ownership: 70.3%70.69% (+0.39%)

5% less funds holding in top 10

Funds holding in top 10: 5855 (-3)

Holders
303
Holders Change
+6
Holders Change %
+2.02%
% of All Funds
6.11%
Holding in Top 10
55
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.17%
% of All Funds
1.11%
New
36
Increased
152
Reduced
86
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$19.2M +$638K +20,596 +3%
RWM
52
Reston Wealth Management
Virginia
$18.7M +$1.25M +40,324 +7%
BS
53
Banco Santander
Spain
$17.7M +$6.5M +210,000 +58%
FSG
54
Financial Strategies Group
Michigan
$17M +$827K +26,701 +5%
W
55
Wealthquest
Ohio
$16.7M +$2.63M +84,951 +19%
FWM
56
Focused Wealth Management
New York
$16.6M +$724K +23,384 +5%
AFG
57
Affinia Financial Group
Massachusetts
$16.3M +$16.3M +527,702 New
WI
58
WrapManager Inc
California
$15.8M +$262K +8,463 +2%
T
59
TrueFG
Texas
$15.3M +$1.21M +38,988 +9%
VBFP
60
Valtinson Bruner Financial Planning
Minnesota
$14.9M -$1.23M -39,685 -8%
BC
61
Brio Consultants
California
$14M +$895K +28,917 +7%
HR
62
Hayden Royal
North Carolina
$13.7M +$13.7M +443,323 New
SWM
63
SigFig Wealth Management
California
$13.4M +$1.2M +38,761 +10%
JSL
64
JT Stratford LLC
Georgia
$12.5M +$5.79M +186,970 +86%
SFG
65
StrategIQ Financial Group
Indiana
$12.4M -$852K -27,534 -6%
FAIM
66
Financial Advocates Investment Management
Washington
$12.2M +$6.28M +202,788 +105%
NAS
67
Nicolet Advisory Services
Wisconsin
$12.2M -$2.22M -71,822 -15%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$12M +$2.87M +92,821 +31%
WP
69
WealthPLAN Partners
Nebraska
$11.5M +$1.13M +36,627 +11%
MGIA
70
Moneta Group Investment Advisors
Missouri
$11.2M +$779K +25,152 +7%
PFG
71
PAX Financial Group
Texas
$10.2M +$178K +5,753 +2%
PWPS
72
Pinnacle Wealth Planning Services
Ohio
$9.8M +$2.85M +91,981 +41%
EGA
73
E&G Advisors
Texas
$9.4M -$98.2K -3,171 -1%
TCM
74
Towercrest Capital Management
Pennsylvania
$9.05M +$910K +29,405 +11%
AC
75
Alexandria Capital
Virginia
$8.94M +$133K +4,309 +2%