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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
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$11.7M -$345K -11,233 -3%
NAS
77
Nicolet Advisory Services
Wisconsin
$11.5M -$680K -22,131 -6%
PWPS
78
Pinnacle Wealth Planning Services
Ohio
$10.8M +$958K +31,178 +10%
PFG
79
PAX Financial Group
Texas
$10.2M +$22.5K +734 +0.2%
TCM
80
Towercrest Capital Management
Pennsylvania
$9.89M +$846K +27,536 +9%
AFS
81
Amtrust Financial Services
New York
$9.87M +$9.85M +320,600 New
LWAC
82
Laurel Wealth Advisors (California)
California
$9.72M +$1.38M +45,044 +17%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$9.66M +$2.45M +79,748 +34%
ACA
84
Aptus Capital Advisors
Alabama
$9.32M +$2.84M +92,547 +44%
MIAN
85
Mariner Independent Advisor Network
Kansas
$9.06M +$5.89M +191,630 +187%
EGA
86
E&G Advisors
Texas
$9.04M -$353K -11,489 -4%
GSWM
87
Golden State Wealth Management
California
$8.96M +$1.93M +62,840 +28%
TA
88
TrueWealth Advisors
Alabama
$8.83M +$8.9M +289,703 New
AWMG
89
Alliance Wealth Management Group
New Jersey
$8.71M +$750K +24,404 +9%
RIM
90
Rockbridge Investment Management
New York
$8.43M -$232K -7,557 -3%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$8.42M +$5.82M +189,355 +225%
LFG
92
Larson Financial Group
Missouri
$8.35M +$546K +17,774 +7%
HI
93
Horizon Investments
North Carolina
$7.77M -$53.4M -1,739,422 -87%
PFA
94
Pure Financial Advisors
California
$7.52M +$76K +2,476 +1%
LA
95
LexAurum Advisors
Kansas
$7.51M +$485K +15,781 +7%
WFWM
96
Wechter Feldman Wealth Management
New Jersey
$7.38M -$789K -25,689 -10%
GM
97
GeoWealth Management
Illinois
$7.38M +$4.02M +131,039 +121%
TCWA
98
Ten Capital Wealth Advisors
Washington
$7.36M -$84.1K -2,738 -1%
AF
99
Advisornet Financial
Minnesota
$6.88M -$545K -17,743 -7%
FWI
100
Facet Wealth Inc
Maryland
$6.51M +$6.49M +211,344 New