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State Street SPDR Portfolio Aggregate Bond ETF

359 hedge funds and large institutions have $4.41B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

63% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 108

1% more funds holding

Funds holding: 354359 (+5)

5% less funds holding in top 10

Funds holding in top 10: 5653 (-3)

14% less capital invested

Capital invested by funds: $5.16B → $4.41B (-$748M)

15.86% less ownership

Funds ownership: 83.8%67.94% (-16%)

Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
6.29%
Holding in Top 10
53
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.36%
% of All Funds
0.93%
New
33
Increased
176
Reduced
108
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
101
TownSquare Capital
Utah
$6.24M +$567K +18,800 +10%
FWI
102
Facet Wealth Inc
Maryland
$6.12M +$59.5K +1,973 +1%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$6.01M +$330K +10,959 +6%
BWFA
104
Baltimore-Washington Financial Advisors
Maryland
$5.74M -$191K -6,331 -3%
AP
105
Appleton Partners
Massachusetts
$5.59M +$262K +8,701 +5%
GM
106
GeoWealth Management
Illinois
$5.57M +$255K +8,447 +5%
FPWM
107
FSB Premier Wealth Management
Iowa
$5.51M +$353K +11,708 +7%
PWP
108
Personal Wealth Partners
Minnesota
$5.36M +$673K +22,329 +14%
CAN
109
Cetera Advisor Networks
California
$5.1M +$85.3K +2,830 +2%
SFA
110
Source Financial Advisors
New York
$4.94M +$20.9K +692 +0.4%
US Bancorp
111
US Bancorp
Minnesota
$4.79M +$2.1M +69,752 +77%
MHR
112
Matthew Hamilton Rosenberg
$4.66M +$3.79M +125,789 +416%
IWN
113
Independent Wealth Network
Iowa
$4.57M +$4.63M +153,594 New
CSIC
114
Clifford Swan Investment Counsel
California
$4.42M +$4.48M +148,770 New
FFG
115
Fullen Financial Group
Ohio
$4.37M -$38.7K -1,285 -0.9%
EFL
116
ERn Financial LLC
Wisconsin
$4.34M -$65.9K -2,187 -1%
CWM
117
Cornerstone Wealth Management
Missouri
$4.33M +$483K +16,029 +12%
CG
118
Colony Group
Massachusetts
$4.33M +$4.37M +145,099 New
HI
119
Horizon Investments
North Carolina
$4.33M -$4.29M -142,364 -50%
SEIA
120
Signature Estate & Investment Advisors
California
$4.16M +$390K +12,929 +10%
APC
121
Aspire Private Capital
North Carolina
$4.1M +$2.75M +91,311 +198%
CF
122
Centaurus Financial
California
$4.1M +$1.59M +52,664 +62%
HF
123
HRT Financial
New York
$4.08M +$4.12M +136,686 New
RC
124
Roundview Capital
New Jersey
$4.03M +$5.61K +186 +0.1%
CA
125
CGN Advisors
Kansas
$3.96M +$158K +5,228 +4%