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State Street SPDR Portfolio Aggregate Bond ETF

359 hedge funds and large institutions have $4.41B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

63% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 108

1% more funds holding

Funds holding: 354359 (+5)

5% less funds holding in top 10

Funds holding in top 10: 5653 (-3)

14% less capital invested

Capital invested by funds: $5.16B → $4.41B (-$748M)

15.86% less ownership

Funds ownership: 83.8%67.94% (-16%)

Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
6.29%
Holding in Top 10
53
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.36%
% of All Funds
0.93%
New
33
Increased
176
Reduced
108
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
76
Towercrest Capital Management
Pennsylvania
$10.8M +$368K +12,206 +3%
VBFP
77
Valtinson Bruner Financial Planning
Minnesota
$10.4M +$348K +11,559 +3%
PWPS
78
Pinnacle Wealth Planning Services
Ohio
$10.2M +$606K +20,107 +6%
SFG
79
StrategIQ Financial Group
Indiana
$10.1M -$844K -27,999 -8%
SWP
80
Stratos Wealth Partners
Ohio
$9.8M +$459K +15,215 +5%
AWM
81
AE Wealth Management
Kansas
$9.73M +$8.46M +280,754 +621%
HFS
82
Horizon Financial Services
North Carolina
$9.66M +$3.57M +118,342 +58%
FAIM
83
Financial Advocates Investment Management
Washington
$9.66M -$964K -31,989 -9%
AWMG
84
Alliance Wealth Management Group
New Jersey
$9.24M +$260K +8,613 +3%
LA
85
LexAurum Advisors
Kansas
$8.87M +$175K +5,795 +2%
NAS
86
Nicolet Advisory Services
Wisconsin
$8.5M -$808K -26,816 -9%
DJSG
87
D.J. St. Germain
Massachusetts
$8.22M +$4.64M +154,078 +127%
TA
88
TrueWealth Advisors
Alabama
$8.14M -$4.09M -135,780 -33%
BS
89
Banco Santander
Spain
$8.01M -$391K -12,972 -5%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$7.94M +$373K +12,360 +5%
FWM
91
Focused Wealth Management
New York
$7.76M +$325K +10,792 +4%
AFS
92
Amtrust Financial Services
New York
$7.48M
UWM
93
USAdvisors Wealth Management
Minnesota
$7.31M +$354K +11,745 +5%
RIM
94
Rockbridge Investment Management
New York
$7.23M -$85.9K -2,849 -1%
EGA
95
E&G Advisors
Texas
$7.18M +$7.25M +240,493 New
PFA
96
Pure Financial Advisors
California
$7.15M -$249K -8,246 -3%
DA
97
Detalus Advisors
Missouri
$6.82M +$476K +15,792 +7%
IA
98
IFG Advisory
Georgia
$6.51M +$508K +16,839 +8%
CGFA
99
Colton Groome Financial Advisors
North Carolina
$6.48M +$13.7K +454 +0.2%
GVAG
100
Great Valley Advisor Group
Delaware
$6.4M +$1.45M +47,935 +29%