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State Street SPDR Portfolio Aggregate Bond ETF

303 hedge funds and large institutions have $3.78B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 152 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 86

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

2% more funds holding

Funds holding: 297303 (+6)

5% more capital invested

Capital invested by funds: $3.61B → $3.78B (+$175M)

0.39% more ownership

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

5% less funds holding in top 10

Funds holding in top 10: 5855 (-3)

Holders
303
Holders Change
+6
Holders Change %
+2.02%
% of All Funds
6.11%
Holding in Top 10
55
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.17%
% of All Funds
1.11%
New
36
Increased
152
Reduced
86
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
101
Detalus Advisors
Missouri
$4.43M +$3.81M +122,933 +591%
RWM
102
Ritholtz Wealth Management
New York
$4.27M -$264K -8,516 -6%
C
103
Clearshares
New York
$4.26M
OC
104
Oarsman Capital
Wisconsin
$4.16M +$328K +10,603 +9%
FFS
105
Founders Financial Securities
Maryland
$4.12M +$187K +6,041 +5%
CGFA
106
Colton Groome Financial Advisors
North Carolina
$4.08M +$139K +4,498 +4%
SS
107
Simplicity Solutions
Minnesota
$4.07M -$1.63M -52,787 -29%
RC
108
Roundview Capital
New Jersey
$3.96M -$316K -10,219 -7%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$3.94M -$2.15M -69,387 -35%
LWPC
110
Legacy Wealth Partners (California)
California
$3.92M +$1.35M +43,476 +52%
OMC
111
Old Mission Capital
Illinois
$3.82M -$3.41M -110,159 -47%
WP
112
WealthShield Partners
North Carolina
$3.81M -$435K -14,042 -10%
FI
113
FormulaFolio Investments
Michigan
$3.8M -$1.63M -52,594 -30%
FTS
114
Fifth Third Securities
Ohio
$3.63M -$94.9K -3,066 -3%
Jane Street
115
Jane Street
New York
$3.63M -$11.9M -384,446 -77%
SC
116
Savant Capital
Illinois
$3.6M -$175K -5,653 -5%
HCM
117
Horan Capital Management
Maryland
$3.35M -$26.6K -860 -0.8%
GM
118
GeoWealth Management
Illinois
$3.34M -$182K -5,871 -5%
NI
119
NYL Investors
New York
$3.33M -$96K -3,100 -3%
CIC
120
Carnegie Investment Counsel
Ohio
$3.33M +$781K +25,224 +30%
SEIA
121
Signature Estate & Investment Advisors
California
$3.28M +$265K +8,574 +9%
MIAN
122
Mariner Independent Advisor Network
Kansas
$3.15M +$1.35M +43,499 +74%
PWM
123
Paulson Wealth Management
Illinois
$3.13M +$50K +1,616 +2%
SWP
124
Stratos Wealth Partners
Ohio
$3.04M +$604K +19,519 +25%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$2.92M +$281K +9,091 +11%