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State Street SPDR Portfolio Aggregate Bond ETF

338 hedge funds and large institutions have $4.02B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 28

67% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 92

15% more funds holding in top 10

Funds holding in top 10: 5563 (+8)

12% more funds holding

Funds holding: 303338 (+35)

6% more capital invested

Capital invested by funds: $3.78B → $4.02B (+$239M)

2.62% more ownership

Funds ownership: 70.69%73.31% (+2.6%)

Holders
338
Holders Change
+35
Holders Change %
+11.55%
% of All Funds
5.98%
Holding in Top 10
63
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.55%
% of All Funds
1.11%
New
67
Increased
154
Reduced
92
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$20M -$24.5M -796,609 -55%
RWM
52
Reston Wealth Management
Virginia
$19.5M +$865K +28,179 +5%
Truist Financial
53
Truist Financial
North Carolina
$18.7M -$478K -15,560 -2%
FSG
54
Financial Strategies Group
Michigan
$18.6M +$1.65M +53,843 +10%
RA
55
Rational Advisors
New York
$18.4M +$12.5M +406,816 +212%
FWM
56
Focused Wealth Management
New York
$17.5M +$957K +31,149 +6%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$17.5M -$2.62M -85,208 -13%
AFG
58
Affinia Financial Group
Massachusetts
$17.4M +$1.1M +35,949 +7%
W
59
Wealthquest
Ohio
$17.2M +$510K +16,604 +3%
WI
60
WrapManager Inc
California
$16.9M +$1.09M +35,455 +7%
MML Investors Services
61
MML Investors Services
Massachusetts
$16.8M +$14M +454,634 +493%
T
62
TrueFG
Texas
$16.8M +$1.52M +49,420 +10%
BC
63
Brio Consultants
California
$16.8M +$2.78M +90,398 +20%
PI
64
PFS Investments
Georgia
$16.2M -$25.7M -838,006 -61%
VBFP
65
Valtinson Bruner Financial Planning
Minnesota
$15.9M +$975K +31,744 +6%
MCC
66
Money Concepts Capital
Florida
$14.4M +$14.4M +467,315 New
WFS
67
Weitzel Financial Services
Iowa
$14.3M +$14.5M +470,864 New
SWM
68
SigFig Wealth Management
California
$14.2M +$907K +29,525 +7%
FAIM
69
Financial Advocates Investment Management
Washington
$14.2M +$1.65M +53,656 +14%
JSL
70
JT Stratford LLC
Georgia
$12.9M +$386K +12,574 +3%
WP
71
WealthPLAN Partners
Nebraska
$12.5M +$1.01M +32,932 +9%
AC
72
Alexandria Capital
Virginia
$12.5M +$3.52M +114,677 +39%
SFG
73
StrategIQ Financial Group
Indiana
$12.2M -$160K -5,199 -1%
MGIA
74
Moneta Group Investment Advisors
Missouri
$12M +$753K +24,530 +7%
BS
75
Banco Santander
Spain
$11.9M -$5.75M -187,088 -33%