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State Street SPDR Portfolio Aggregate Bond ETF

399 hedge funds and large institutions have $4.56B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 157 increasing their positions, 127 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 22

24% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 127

11% more funds holding

Funds holding: 359399 (+40)

9% more funds holding in top 10

Funds holding in top 10: 5358 (+5)

2.33% more ownership

Funds ownership: 67.94%70.27% (+2.3%)

3% more capital invested

Capital invested by funds: $4.41B → $4.56B (+$148M)

Holders
399
Holders Change
+40
Holders Change %
+11.14%
% of All Funds
6.14%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.89%
New
70
Increased
157
Reduced
127
Closed
22
Calls
$713K
Puts
Net Calls
+$713K
Net Calls Change
+$713K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$6.79M +$825K +27,742 +14%
GVAG
102
Great Valley Advisor Group
Delaware
$6.66M +$314K +10,554 +5%
IA
103
IFG Advisory
Georgia
$6.66M +$201K +6,743 +3%
US Bancorp
104
US Bancorp
Minnesota
$6.44M +$1.69M +56,809 +35%
DA
105
Detalus Advisors
Missouri
$6.39M -$379K -12,754 -6%
EGA
106
E&G Advisors
Texas
$6.38M -$742K -24,963 -10%
TC
107
TownSquare Capital
Utah
$6.31M +$118K +3,962 +2%
EIA
108
Eldridge Investment Advisors
New Hampshire
$6.2M +$6.23M +209,443 New
APWA
109
Atlas Private Wealth Advisors
New Jersey
$6.19M +$5.13M +172,356 +472%
ARC
110
Advisor Resource Council
Texas
$6.15M +$4.46M +150,135 +261%
FWI
111
Facet Wealth Inc
Maryland
$6.01M -$67.6K -2,274 -1%
PFA
112
Peak Financial Advisors
Colorado
$5.83M +$5.86M +196,908 New
AP
113
Appleton Partners
Massachusetts
$5.79M +$243K +8,156 +4%
FPWM
114
FSB Premier Wealth Management
Iowa
$5.59M +$129K +4,325 +2%
BOC
115
Bull Oak Capital
California
$5.56M +$5.58M +187,783 New
GM
116
GeoWealth Management
Illinois
$5.35M -$171K -5,762 -3%
BWFA
117
Baltimore-Washington Financial Advisors
Maryland
$5.33M -$366K -12,294 -6%
AWA
118
Aquire Wealth Advisors
Utah
$5.28M +$5.3M +178,375 New
CAN
119
Cetera Advisor Networks
California
$5.17M +$109K +3,682 +2%
PWP
120
Personal Wealth Partners
Minnesota
$4.82M -$501K -16,861 -9%
CWM
121
Cornerstone Wealth Management
Missouri
$4.79M +$495K +16,656 +11%
HI
122
Horizon Investments
North Carolina
$4.77M +$478K +16,075 +11%
SFA
123
Source Financial Advisors
New York
$4.73M -$172K -5,774 -3%
CF
124
Convergence Financial
Missouri
$4.71M +$4.73M +159,159 New
IWN
125
Independent Wealth Network
Iowa
$4.71M +$156K +5,253 +3%