We are live on ! Find out more
SPAB icon

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
UCFA
51
United Capital Financial Advisors
Texas
$20.4M -$2.31M -76,428 -10%
MML Investors Services
52
MML Investors Services
Massachusetts
$20.1M +$3.97M +131,455 +24%
ACM
53
AlphaStar Capital Management
North Carolina
$20M -$2.63M -87,178 -11%
FSG
54
Financial Strategies Group
Michigan
$20M +$2.13M +70,573 +12%
Truist Financial
55
Truist Financial
North Carolina
$19.9M +$1.91M +63,309 +10%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$18.9M -$307K -10,168 -2%
W
57
Wealthquest
Ohio
$18.6M +$2.07M +68,568 +12%
T
58
TrueFG
Texas
$18.5M +$2.37M +78,726 +14%
BC
59
Brio Consultants
California
$18.2M +$2.12M +70,410 +13%
WI
60
WrapManager Inc
California
$17.5M +$1.28M +42,338 +8%
AFG
61
Affinia Financial Group
Massachusetts
$17.5M +$654K +21,669 +4%
PI
62
PFS Investments
Georgia
$17.3M +$1.61M +53,296 +10%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$16.4M -$451K -14,964 -3%
SWM
64
SigFig Wealth Management
California
$15.3M +$1.65M +54,551 +12%
WFS
65
Weitzel Financial Services
Iowa
$14.6M +$676K +22,414 +5%
Bank of America
66
Bank of America
North Carolina
$14.5M -$18.2M -601,677 -55%
MIAN
67
Mariner Independent Advisor Network
Kansas
$14.5M +$5.89M +195,390 +66%
MGIA
68
Moneta Group Investment Advisors
Missouri
$14.2M +$2.77M +91,901 +24%
UBS Group
69
UBS Group
Switzerland
$13.9M -$17.1M -566,384 -55%
AC
70
Alexandria Capital
Virginia
$13.6M +$1.59M +52,817 +13%
WP
71
WealthPLAN Partners
Nebraska
$13.4M +$1.15M +38,235 +9%
TA
72
TrueWealth Advisors
Alabama
$13.4M +$4.75M +157,580 +54%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$13.3M +$2.12M +70,397 +19%
JSL
74
JT Stratford LLC
Georgia
$12.7M +$353K +11,696 +3%
VBFP
75
Valtinson Bruner Financial Planning
Minnesota
$12.7M -$2.94M -97,334 -19%