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State Street SPDR Portfolio Aggregate Bond ETF

354 hedge funds and large institutions have $5.16B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 176 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 113

23% more capital invested

Capital invested by funds: $4.21B → $5.16B (+$952M)

6.98% more ownership

Funds ownership: 76.82%83.8% (+7%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

1% less funds holding

Funds holding: 356354 (-2)

10% less funds holding in top 10

Funds holding in top 10: 6256 (-6)

Holders
354
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
6.16%
Holding in Top 10
56
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.68%
% of All Funds
0.97%
New
29
Increased
176
Reduced
113
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$22.5M +$2.11M +70,742 +10%
BC
52
Brio Consultants
California
$22.5M +$3.97M +133,137 +22%
FSG
53
Financial Strategies Group
Michigan
$21.8M +$1.53M +51,247 +8%
W
54
Wealthquest
Ohio
$21.8M +$2.96M +99,247 +16%
UCFA
55
United Capital Financial Advisors
Texas
$20.7M -$6.8K -228 -0%
HWA
56
Heartwood Wealth Advisors
Virginia
$20.4M -$5.82M -194,995 -22%
CCFM
57
Clear Creek Financial Management
Washington
$18.5M +$16M +535,702 +659%
WI
58
WrapManager Inc
California
$18.3M +$498K +16,682 +3%
SWM
59
SigFig Wealth Management
California
$18.1M +$2.53M +84,843 +16%
MGIA
60
Moneta Group Investment Advisors
Missouri
$17.5M +$3.11M +104,301 +22%
PI
61
PFS Investments
Georgia
$17.2M -$352K -11,803 -2%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$17M +$3.47M +116,306 +26%
T
63
TrueFG
Texas
$16.5M -$2.19M -73,438 -12%
MIAN
64
Mariner Independent Advisor Network
Kansas
$16.3M +$1.58M +52,981 +11%
AC
65
Alexandria Capital
Virginia
$16M +$2.27M +76,146 +17%
Bank of America
66
Bank of America
North Carolina
$16M +$1.32M +44,352 +9%
Citadel Advisors
67
Citadel Advisors
Florida
$15.4M -$8.96M -300,488 -37%
AFG
68
Affinia Financial Group
Massachusetts
$15.3M -$2.39M -80,081 -14%
BlackRock
69
BlackRock
New York
$14.7M +$5.56M +186,470 +61%
WP
70
WealthPLAN Partners
Nebraska
$14.3M +$854K +28,626 +6%
Jane Street
71
Jane Street
New York
$14.1M +$12.1M +403,985 +612%
JSL
72
JT Stratford LLC
Georgia
$13.1M +$251K +8,403 +2%
SA
73
Stewardship Advisors
Pennsylvania
$13M -$11.5M -386,065 -47%
UBS Group
74
UBS Group
Switzerland
$12.7M -$1.41M -47,138 -10%
GSWM
75
Golden State Wealth Management
California
$12.7M +$1.97M +65,913 +19%