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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
TA
76
TrueWealth Advisors
Alabama
$12.3M -$1.15M -38,656 -9%
HR
77
Hayden Royal
North Carolina
$11.8M -$289K -9,682 -2%
SFG
78
StrategIQ Financial Group
Indiana
$11M -$962K -32,236 -8%
FAIM
79
Financial Advocates Investment Management
Washington
$10.7M -$582K -19,519 -5%
PFG
80
PAX Financial Group
Texas
$10.6M +$331K +11,102 +3%
LWAC
81
Laurel Wealth Advisors (California)
California
$10.5M -$787K -26,381 -7%
TCM
82
Towercrest Capital Management
Pennsylvania
$10.5M +$149 +5 +0%
VBFP
83
Valtinson Bruner Financial Planning
Minnesota
$10.3M -$2.52M -84,454 -20%
LFG
84
Larson Financial Group
Missouri
$10M +$844K +28,292 +9%
PAS
85
Park Avenue Securities
New York
$9.89M +$4.1M +137,376 +71%
OMC
86
Old Mission Capital
Illinois
$9.88M +$1.34M +44,877 +16%
WFWM
87
Wechter Feldman Wealth Management
New Jersey
$9.85M +$133K +4,447 +1%
PWPS
88
Pinnacle Wealth Planning Services
Ohio
$9.66M +$194K +6,516 +2%
SWP
89
Stratos Wealth Partners
Ohio
$9.4M +$3.25M +108,879 +53%
NAS
90
Nicolet Advisory Services
Wisconsin
$9.35M -$648K -21,719 -7%
AWMG
91
Alliance Wealth Management Group
New Jersey
$9.03M -$77.9K -2,612 -0.9%
LA
92
LexAurum Advisors
Kansas
$8.74M +$745K +24,970 +9%
HI
93
Horizon Investments
North Carolina
$8.62M +$4.67M +156,490 +120%
BS
94
Banco Santander
Spain
$8.44M +$1.37M +45,949 +20%
EGA
95
E&G Advisors
Texas
$8.01M -$8.14M -273,031 Closed
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$7.61M -$737K -24,704 -9%
AFS
97
Amtrust Financial Services
New York
$7.52M -$2.09M -70,000 -22%
FWM
98
Focused Wealth Management
New York
$7.48M -$13.6M -457,340 -65%
PFA
99
Pure Financial Advisors
California
$7.44M +$142K +4,770 +2%
BCM
100
Brookstone Capital Management
Illinois
$7.43M +$7.38M +247,532 New