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State Street SPDR Portfolio Aggregate Bond ETF

356 hedge funds and large institutions have $4.21B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

29% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 122

5% more funds holding

Funds holding: 338356 (+18)

3.51% more ownership

Funds ownership: 73.31%76.82% (+3.5%)

5% more capital invested

Capital invested by funds: $4.02B → $4.21B (+$190M)

2% less funds holding in top 10

Funds holding in top 10: 6362 (-1)

Holders
356
Holders Change
+18
Holders Change %
+5.33%
% of All Funds
6.25%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
1.09%
New
45
Increased
157
Reduced
122
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$6.06M +$573K +19,007 +10%
BWFA
102
Baltimore-Washington Financial Advisors
Maryland
$6.04M -$132K -4,388 -2%
DA
103
Detalus Advisors
Missouri
$5.85M +$1.23M +40,929 +26%
PAS
104
Park Avenue Securities
New York
$5.7M +$4.32M +143,282 +292%
JCM
105
Jacobi Capital Management
Pennsylvania
$5.59M -$73.9K -2,449 -1%
UWM
106
USAdvisors Wealth Management
Minnesota
$5.5M +$2.44M +80,784 +77%
FPWM
107
FSB Premier Wealth Management
Iowa
$5.27M -$521K -17,266 -9%
AP
108
Appleton Partners
Massachusetts
$5.06M +$372K +12,336 +8%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$5M +$27.5K +912 +0.5%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$4.83M -$4.55M -150,890 -48%
VFA
111
Voya Financial Advisors
Connecticut
$4.71M +$4.79M +158,870 New
VAG
112
VisionPoint Advisory Group
Texas
$4.53M +$735K +24,374 +19%
FFG
113
Fullen Financial Group
Ohio
$4.53M +$55.6K +1,844 +1%
ARG
114
Advisory Resource Group
Oklahoma
$4.19M -$12.3K -407 -0.3%
C
115
Clearshares
New York
$4.11M +$4.18M +138,436 New
IWM
116
IHT Wealth Management
Illinois
$4.09M +$1.16M +38,368 +39%
LWPC
117
Legacy Wealth Partners (California)
California
$4M +$817K +27,083 +25%
RWM
118
Ritholtz Wealth Management
New York
$3.91M -$21.5K -713 -0.5%
GVAG
119
Great Valley Advisor Group
Delaware
$3.9M +$2.99M +98,960 +305%
HI
120
Horizon Investments
North Carolina
$3.88M -$3.66M -121,426 -48%
RC
121
Roundview Capital
New Jersey
$3.85M +$32.2K +1,067 +0.8%
EFL
122
ERn Financial LLC
Wisconsin
$3.83M +$127K +4,207 +3%
WP
123
WealthShield Partners
North Carolina
$3.64M -$92.6K -3,070 -2%
SEIA
124
Signature Estate & Investment Advisors
California
$3.64M +$276K +9,144 +8%
CIC
125
Carnegie Investment Counsel
Ohio
$3.59M +$277K +9,194 +8%