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State Street SPDR Portfolio Aggregate Bond ETF

399 hedge funds and large institutions have $4.56B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 157 increasing their positions, 127 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 22

24% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 127

11% more funds holding

Funds holding: 359399 (+40)

9% more funds holding in top 10

Funds holding in top 10: 5358 (+5)

2.33% more ownership

Funds ownership: 67.94%70.27% (+2.3%)

3% more capital invested

Capital invested by funds: $4.41B → $4.56B (+$148M)

Holders
399
Holders Change
+40
Holders Change %
+11.14%
% of All Funds
6.14%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.89%
New
70
Increased
157
Reduced
127
Closed
22
Calls
$713K
Puts
Net Calls
+$713K
Net Calls Change
+$713K
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
76
Old Mission Capital
Illinois
$10.5M -$1.52M -51,188 -13%
TCM
77
Towercrest Capital Management
Pennsylvania
$10.5M -$194K -6,517 -2%
SWP
78
Stratos Wealth Partners
Ohio
$10.4M +$672K +22,603 +7%
LA
79
LexAurum Advisors
Kansas
$10.2M +$1.42M +47,736 +16%
SFG
80
StrategIQ Financial Group
Indiana
$9.67M -$369K -12,415 -4%
UBS Group
81
UBS Group
Switzerland
$9.34M -$3.04M -102,246 -24%
AWMG
82
Alliance Wealth Management Group
New Jersey
$8.96M -$208K -7,008 -2%
SW
83
Simplicity Wealth
New Jersey
$8.56M +$8.6M +289,166 New
MPW
84
Melone Private Wealth
Michigan
$8.51M +$8.54M +287,151 New
GFS
85
GYL Financial Synergies
Connecticut
$8.41M +$7.99M +268,782 +1,777%
NAS
86
Nicolet Advisory Services
Wisconsin
$8.13M -$306K -10,279 -4%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$8.13M +$251K +8,426 +3%
BS
88
Banco Santander
Spain
$8.12M +$175K +5,893 +2%
VBFP
89
Valtinson Bruner Financial Planning
Minnesota
$7.82M -$2.58M -86,688 -25%
FWM
90
Focused Wealth Management
New York
$7.75M +$51.5K +1,733 +0.7%
JCM
91
Jacobi Capital Management
Pennsylvania
$7.74M +$4.22M +142,044 +119%
UWM
92
USAdvisors Wealth Management
Minnesota
$7.58M +$324K +10,897 +4%
AFS
93
Amtrust Financial Services
New York
$7.42M
RIM
94
Rockbridge Investment Management
New York
$7.38M +$207K +6,952 +3%
WMS
95
Wealth Management Solutions
Pennsylvania
$7.27M +$7.3M +245,364 New
TA
96
TrueWealth Advisors
Alabama
$7.22M -$860K -28,924 -11%
ZIM
97
Zacks Investment Management
Illinois
$7.13M +$7.16M +240,899 New
PFA
98
Pure Financial Advisors
California
$6.96M -$139K -4,688 -2%
LWAC
99
Laurel Wealth Advisors (California)
California
$6.94M +$6.96M +234,196 New
CSIC
100
Clifford Swan Investment Counsel
California
$6.79M +$2.39M +80,400 +54%