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State Street SPDR Portfolio Aggregate Bond ETF

297 hedge funds and large institutions have $3.61B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 113 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 113

4% more capital invested

Capital invested by funds: $3.47B → $3.61B (+$135M)

0.39% less ownership

Funds ownership: 70.69%70.3% (-0.39%)

4% less funds holding

Funds holding: 309297 (-12)

15% less funds holding in top 10

Funds holding in top 10: 6858 (-10)

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.09%
Holding in Top 10
58
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.71%
% of All Funds
1.19%
New
30
Increased
128
Reduced
113
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
AE Wealth Management
Kansas
$4.92M +$1.73M +56,529 +55%
RWM
102
Ritholtz Wealth Management
New York
$4.54M -$2.54M -83,294 -36%
First Trust Advisors
103
First Trust Advisors
Illinois
$4.5M +$3.03M +99,140 +212%
AP
104
Appleton Partners
Massachusetts
$4.38M +$105K +3,439 +2%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$4.36M +$80.8K +2,644 +2%
FFG
106
Fullen Financial Group
Ohio
$4.31M +$4.27M +139,721 New
WCWM
107
Willow Creek Wealth Management
California
$4.31M -$309K -10,107 -7%
RC
108
Roundview Capital
New Jersey
$4.29M +$10.5K +344 +0.2%
C
109
Clearshares
New York
$4.27M
BWFA
110
Baltimore-Washington Financial Advisors
Maryland
$4.25M +$1.04M +33,973 +33%
WP
111
WealthShield Partners
North Carolina
$4.25M -$168K -5,485 -4%
AWA
112
Arete Wealth Advisors
Illinois
$4.18M +$717K +23,461 +21%
QA
113
Quantitative Advantage
Minnesota
$3.97M -$55.4K -1,814 -1%
CGFA
114
Colton Groome Financial Advisors
North Carolina
$3.95M +$2M +65,617 +105%
FFS
115
Founders Financial Securities
Maryland
$3.94M +$2.2M +71,886 +129%
OC
116
Oarsman Capital
Wisconsin
$3.83M +$790K +25,870 +26%
SC
117
Savant Capital
Illinois
$3.78M -$284K -9,294 -7%
FTS
118
Fifth Third Securities
Ohio
$3.73M +$1.75M +57,316 +90%
ARG
119
Advisory Resource Group
Oklahoma
$3.63M +$878K +28,750 +32%
VAG
120
VisionPoint Advisory Group
Texas
$3.59M +$3.52M +115,352 New
GM
121
GeoWealth Management
Illinois
$3.53M +$2.23M +72,916 +176%
BAM
122
Belpointe Asset Management
Nevada
$3.48M +$499K +16,343 +17%
NI
123
NYL Investors
New York
$3.43M -$290K -9,500 -8%
HCM
124
Horan Capital Management
Maryland
$3.38M -$350K -11,450 -9%
CF
125
Centaurus Financial
California
$3.33M +$356K +11,657 +12%