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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
HR
76
Hayden Royal
North Carolina
$12M +$12.2M +403,233 New
SFG
77
StrategIQ Financial Group
Indiana
$11.8M +$61.6K +2,042 +0.5%
LWAC
78
Laurel Wealth Advisors (California)
California
$11.2M +$1.82M +60,460 +19%
FAIM
79
Financial Advocates Investment Management
Washington
$11.1M -$2.26M -74,956 -17%
GSWM
80
Golden State Wealth Management
California
$10.5M +$1.94M +64,447 +22%
TCM
81
Towercrest Capital Management
Pennsylvania
$10.3M +$833K +27,621 +9%
PFG
82
PAX Financial Group
Texas
$10.2M +$315K +10,457 +3%
NAS
83
Nicolet Advisory Services
Wisconsin
$9.88M -$1.2M -39,694 -11%
WFWM
84
Wechter Feldman Wealth Management
New Jersey
$9.6M +$2.54M +84,040 +35%
MCC
85
Money Concepts Capital
Florida
$9.58M -$4.35M -144,344 -31%
AFS
86
Amtrust Financial Services
New York
$9.51M
PWPS
87
Pinnacle Wealth Planning Services
Ohio
$9.36M -$1.02M -33,776 -10%
LFG
88
Larson Financial Group
Missouri
$9.07M +$1.05M +34,692 +13%
BlackRock
89
BlackRock
New York
$9.02M +$5.28M +175,147 +136%
AWMG
90
Alliance Wealth Management Group
New Jersey
$9M +$626K +20,760 +7%
OMC
91
Old Mission Capital
Illinois
$8.43M +$8.57M +284,165 New
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$8.25M +$2.03M +67,339 +32%
EGA
93
E&G Advisors
Texas
$8.1M -$624K -20,698 -7%
LA
94
LexAurum Advisors
Kansas
$7.9M +$674K +22,345 +9%
RIM
95
Rockbridge Investment Management
New York
$7.29M -$841K -27,884 -10%
PFA
96
Pure Financial Advisors
California
$7.21M -$36.2K -1,201 -0.5%
BS
97
Banco Santander
Spain
$6.98M -$4.55M -150,795 -39%
AF
98
Advisornet Financial
Minnesota
$6.41M -$213K -7,072 -3%
CGFA
99
Colton Groome Financial Advisors
North Carolina
$6.31M +$584K +19,374 +10%
FWI
100
Facet Wealth Inc
Maryland
$6.06M -$209K -6,941 -3%