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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
SEIA
126
Signature Estate & Investment Advisors
California
$3.5M +$219K +7,127 +7%
SMF
127
Sterling Manor Financial
New York
$3.47M +$3.46M +112,562 New
CIC
128
Carnegie Investment Counsel
Ohio
$3.45M +$117K +3,802 +4%
FI
129
FormulaFolio Investments
Michigan
$3.4M -$397K -12,918 -10%
NI
130
NYL Investors
New York
$3.33M -$3.07K -100 -0.1%
FFS
131
Founders Financial Securities
Maryland
$3.32M -$792K -25,772 -19%
LWPC
132
Legacy Wealth Partners (California)
California
$3.32M -$601K -19,565 -15%
HCM
133
Horan Capital Management
Maryland
$3.31M -$39.6K -1,289 -1%
UWM
134
USAdvisors Wealth Management
Minnesota
$3.22M +$3.22M +104,680 New
FHA
135
Flagship Harbor Advisors
Massachusetts
$3.18M +$694K +22,583 +28%
SFA
136
Source Financial Advisors
New York
$3.17M +$3.17M +103,069 New
SS
137
Simplicity Solutions
Minnesota
$3.11M -$953K -31,034 -24%
IWM
138
IHT Wealth Management
Illinois
$3.07M +$1.93M +62,964 +172%
CWM
139
Cornerstone Wealth Management
Missouri
$3.05M +$642K +20,903 +27%
FTS
140
Fifth Third Securities
Ohio
$3.04M -$581K -18,930 -16%
SW
141
SlateStone Wealth
Florida
$2.89M -$2.17M -70,722 -43%
CCM
142
Crabel Capital Management
California
$2.88M +$2.88M +93,655 New
Principal Financial Group
143
Principal Financial Group
Iowa
$2.86M +$226K +7,368 +9%
HAS
144
HBW Advisory Services
California
$2.71M +$10.9K +354 +0.4%
AI
145
Atria Investments
North Carolina
$2.63M +$57.8K +1,883 +2%
CA
146
CGN Advisors
Kansas
$2.62M +$2.62M +85,189 New
CFG
147
Cooper Financial Group
California
$2.49M +$186K +6,044 +8%
CAG
148
Csenge Advisory Group
Florida
$2.47M +$2.46M +80,197 New
Mariner
149
Mariner
Kansas
$2.35M +$81.8K +2,664 +4%
WAS
150
Wealth Advisory Solutions
Indiana
$2.33M -$21.7K -708 -0.9%