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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
SAM
76
Stringer Asset Management
Tennessee
$8.69M +$476K +15,389 +6%
RIM
77
Rockbridge Investment Management
New York
$8.67M -$28.6K -924 -0.3%
LWAC
78
Laurel Wealth Advisors (California)
California
$8.34M +$181K +5,862 +2%
WFWM
79
Wechter Feldman Wealth Management
New Jersey
$8.18M -$53.9K -1,742 -0.7%
AWMG
80
Alliance Wealth Management Group
New Jersey
$7.96M +$590K +19,066 +8%
LFG
81
Larson Financial Group
Missouri
$7.81M +$365K +11,791 +5%
PFA
82
Pure Financial Advisors
California
$7.45M +$198K +6,398 +3%
TCWA
83
Ten Capital Wealth Advisors
Washington
$7.45M +$7.48M +241,745 New
AF
84
Advisornet Financial
Minnesota
$7.43M -$3.22M -103,885 -30%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$7.21M +$2.12M +68,379 +41%
GSWM
86
Golden State Wealth Management
California
$7.04M -$1.01M -32,629 -13%
LA
87
LexAurum Advisors
Kansas
$7.03M +$868K +28,045 +14%
BWFA
88
Baltimore-Washington Financial Advisors
Maryland
$6.49M +$2.26M +72,881 +53%
ACA
89
Aptus Capital Advisors
Alabama
$6.47M +$3.66M +118,078 +128%
APC
90
Aspire Private Capital
North Carolina
$6.43M -$4.15M -134,203 -39%
TWP
91
Tempus Wealth Planning
California
$6.07M +$61.9K +2,001 +1%
CF
92
Centaurus Financial
California
$5.93M +$2.62M +84,708 +79%
RA
93
Rational Advisors
New York
$5.91M +$3.18M +102,698 +115%
EFL
94
ERn Financial LLC
Wisconsin
$5.28M +$57.2K +1,848 +1%
SW
95
SlateStone Wealth
Florida
$5.07M -$678K -21,912 -12%
JCM
96
Jacobi Capital Management
Pennsylvania
$5.07M -$2.05M -66,094 -29%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$4.75M +$400K +12,918 +9%
AP
98
Appleton Partners
Massachusetts
$4.67M +$293K +9,459 +7%
FFG
99
Fullen Financial Group
Ohio
$4.61M +$307K +9,903 +7%
ARG
100
Advisory Resource Group
Oklahoma
$4.51M +$884K +28,555 +24%