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State Street SPDR Portfolio Aggregate Bond ETF

297 hedge funds and large institutions have $3.61B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 113 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 113

4% more capital invested

Capital invested by funds: $3.47B → $3.61B (+$135M)

0.39% less ownership

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

4% less funds holding

Funds holding: 309297 (-12)

15% less funds holding in top 10

Funds holding in top 10: 6858 (-10)

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.09%
Holding in Top 10
58
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.71%
% of All Funds
1.19%
New
30
Increased
128
Reduced
113
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
76
Alexandria Capital
Virginia
$8.83M +$1.03M +33,595 +13%
RIM
77
Rockbridge Investment Management
New York
$8.71M +$8.62M +282,221 New
WFWM
78
Wechter Feldman Wealth Management
New Jersey
$8.25M -$57.1K -1,869 -0.7%
SAM
79
Stringer Asset Management
Tennessee
$8.23M -$326K -10,668 -4%
GSWM
80
Golden State Wealth Management
California
$8.19M +$4.7M +153,986 +144%
LWAC
81
Laurel Wealth Advisors (California)
California
$8.18M +$7.15M +234,057 +758%
TCM
82
Towercrest Capital Management
Pennsylvania
$8.16M -$436K -14,285 -5%
LFG
83
Larson Financial Group
Missouri
$7.46M +$1.63M +53,401 +28%
AWMG
84
Alliance Wealth Management Group
New Jersey
$7.39M -$714K -23,364 -9%
FHC
85
First Heartland Consultants
Missouri
$7.34M -$1.79M -58,483 -20%
PFA
86
Pure Financial Advisors
California
$7.27M -$242K -7,931 -3%
OMC
87
Old Mission Capital
Illinois
$7.22M -$1.49M -48,824 -17%
JCM
88
Jacobi Capital Management
Pennsylvania
$7.12M +$4.41M +144,438 +168%
PWPS
89
Pinnacle Wealth Planning Services
Ohio
$6.98M -$584K -19,121 -8%
UBS Group
90
UBS Group
Switzerland
$6.77M +$483K +15,810 +8%
JSL
91
JT Stratford LLC
Georgia
$6.72M -$3.47M -113,768 -34%
LA
92
LexAurum Advisors
Kansas
$6.18M +$117K +3,822 +2%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$6.08M +$559K +18,299 +10%
FAIM
94
Financial Advocates Investment Management
Washington
$6.04M +$4.24M +138,752 +253%
TWP
95
Tempus Wealth Planning
California
$6.02M +$31.1K +1,017 +0.5%
SW
96
SlateStone Wealth
Florida
$5.76M +$256K +8,384 +5%
SS
97
Simplicity Solutions
Minnesota
$5.7M +$4.49M +146,877 +388%
FI
98
FormulaFolio Investments
Michigan
$5.43M -$860K -28,165 -14%
EFL
99
ERn Financial LLC
Wisconsin
$5.23M -$386K -12,630 -7%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$5.11M +$3.77M +123,532 +294%