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State Street SPDR Portfolio Aggregate Bond ETF

354 hedge funds and large institutions have $5.16B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 176 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 113

23% more capital invested

Capital invested by funds: $4.21B → $5.16B (+$952M)

6.98% more ownership

Funds ownership: 76.82%83.8% (+7%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

1% less funds holding

Funds holding: 356354 (-2)

10% less funds holding in top 10

Funds holding in top 10: 6256 (-6)

Holders
354
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
6.16%
Holding in Top 10
56
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.68%
% of All Funds
0.97%
New
29
Increased
176
Reduced
113
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
101
Rockbridge Investment Management
New York
$7.36M -$19.8K -663 -0.3%
UWM
102
USAdvisors Wealth Management
Minnesota
$7M +$1.42M +47,647 +26%
CGFA
103
Colton Groome Financial Advisors
North Carolina
$6.5M +$115K +3,843 +2%
DA
104
Detalus Advisors
Missouri
$6.38M +$456K +15,290 +8%
HFS
105
Horizon Financial Services
North Carolina
$6.16M +$6.12M +205,312 New
FWI
106
Facet Wealth Inc
Maryland
$6.1M -$38.1K -1,277 -0.6%
IA
107
IFG Advisory
Georgia
$6.04M +$4.92M +165,068 +456%
BWFA
108
Baltimore-Washington Financial Advisors
Maryland
$5.96M -$148K -4,967 -2%
JCM
109
Jacobi Capital Management
Pennsylvania
$5.96M +$297K +9,962 +5%
AF
110
Advisornet Financial
Minnesota
$5.73M -$755K -25,322 -12%
TC
111
TownSquare Capital
Utah
$5.72M -$93.4M -3,130,931 -94%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$5.71M +$651K +21,824 +13%
AP
113
Appleton Partners
Massachusetts
$5.36M +$242K +8,103 +5%
GM
114
GeoWealth Management
Illinois
$5.34M +$1.77M +59,440 +50%
FPWM
115
FSB Premier Wealth Management
Iowa
$5.19M -$150K -5,024 -3%
CAN
116
Cetera Advisor Networks
California
$5.04M +$5.01M +168,061 New
GVAG
117
Great Valley Advisor Group
Delaware
$4.99M +$1.04M +34,956 +27%
SFA
118
Source Financial Advisors
New York
$4.95M +$1.75M +58,803 +55%
PWP
119
Personal Wealth Partners
Minnesota
$4.72M +$2.03M +68,087 +76%
FFG
120
Fullen Financial Group
Ohio
$4.44M -$144K -4,816 -3%
EFL
121
ERn Financial LLC
Wisconsin
$4.43M +$547K +18,339 +14%
ARC
122
Advisor Resource Council
Texas
$4.41M +$4.38M +146,841 New
VAG
123
VisionPoint Advisory Group
Texas
$4.29M -$297K -9,946 -7%
RC
124
Roundview Capital
New Jersey
$4.05M +$148K +4,978 +4%
RWM
125
Ritholtz Wealth Management
New York
$3.96M -$4.74K -159 -0.1%