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State Street SPDR Portfolio Aggregate Bond ETF

338 hedge funds and large institutions have $4.02B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 28

67% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 92

15% more funds holding in top 10

Funds holding in top 10: 5563 (+8)

12% more funds holding

Funds holding: 303338 (+35)

6% more capital invested

Capital invested by funds: $3.78B → $4.02B (+$239M)

2.62% more ownership

Funds ownership: 70.69%73.31% (+2.6%)

Holders
338
Holders Change
+35
Holders Change %
+11.55%
% of All Funds
5.98%
Holding in Top 10
63
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.55%
% of All Funds
1.11%
New
67
Increased
154
Reduced
92
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$6.49M +$2.56M +83,243 +65%
BWFA
102
Baltimore-Washington Financial Advisors
Maryland
$6.41M -$77.5K -2,524 -1%
TWP
103
Tempus Wealth Planning
California
$6.05M -$17.7K -577 -0.3%
FPWM
104
FSB Premier Wealth Management
Iowa
$6.01M +$5.99M +195,139 New
CGFA
105
Colton Groome Financial Advisors
North Carolina
$5.96M +$1.87M +60,949 +46%
JCM
106
Jacobi Capital Management
Pennsylvania
$5.88M +$813K +26,480 +16%
SWP
107
Stratos Wealth Partners
Ohio
$5.71M +$2.66M +86,653 +88%
Renaissance Technologies
108
Renaissance Technologies
New York
$5.71M +$5.16M +167,900 +965%
CF
109
Centaurus Financial
California
$5.35M -$576K -18,753 -10%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$5.16M +$416K +13,551 +9%
AP
111
Appleton Partners
Massachusetts
$4.87M +$210K +6,839 +5%
DA
112
Detalus Advisors
Missouri
$4.82M +$392K +12,774 +9%
FFG
113
Fullen Financial Group
Ohio
$4.64M +$38.4K +1,251 +0.8%
ARG
114
Advisory Resource Group
Oklahoma
$4.36M -$141K -4,589 -3%
OC
115
Oarsman Capital
Wisconsin
$4.33M +$181K +5,900 +4%
RWM
116
Ritholtz Wealth Management
New York
$4.08M -$180K -5,864 -4%
BlackRock
117
BlackRock
New York
$3.98M +$3.86M +125,802 +3,701%
RC
118
Roundview Capital
New Jersey
$3.97M +$5.13K +167 +0.1%
SAM
119
Stringer Asset Management
Tennessee
$3.96M -$4.71M -153,382 -54%
VAG
120
VisionPoint Advisory Group
Texas
$3.96M +$2.49M +81,020 +171%
WP
121
WealthShield Partners
North Carolina
$3.87M +$70.9K +2,307 +2%
EFL
122
ERn Financial LLC
Wisconsin
$3.85M -$1.42M -46,239 -27%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$3.58M +$660K +21,476 +23%
APC
124
Aspire Private Capital
North Carolina
$3.58M -$2.84M -92,494 -44%
SC
125
Savant Capital
Illinois
$3.54M -$56.9K -1,853 -2%