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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
CWM
126
Cornerstone Wealth Management
Missouri
$3.88M +$425K +14,231 +12%
CIC
127
Carnegie Investment Counsel
Ohio
$3.86M +$227K +7,622 +6%
FHA
128
Flagship Harbor Advisors
Massachusetts
$3.83M +$299K +10,040 +9%
CA
129
CGN Advisors
Kansas
$3.82M +$634K +21,238 +20%
SEIA
130
Signature Estate & Investment Advisors
California
$3.79M +$112K +3,757 +3%
FFS
131
Founders Financial Securities
Maryland
$3.73M +$383K +12,855 +12%
FIM
132
Freedom Investment Management
Connecticut
$3.65M +$896K +30,036 +33%
LWPC
133
Legacy Wealth Partners (California)
California
$3.65M -$399K -13,377 -10%
DJSG
134
D.J. St. Germain
Massachusetts
$3.64M +$3.62M +121,343 New
WP
135
WealthShield Partners
North Carolina
$3.61M -$77.1K -2,586 -2%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$3.51M +$50.5K +1,692 +1%
Stifel Financial
137
Stifel Financial
Missouri
$3.44M +$1.17M +39,185 +52%
TWP
138
Tempus Wealth Planning
California
$3.3M +$631K +21,154 +24%
SC
139
Savant Capital
Illinois
$3.26M -$105K -3,529 -3%
NI
140
NYL Investors
New York
$3.23M -$74.6K -2,500 -2%
RJFSA
141
Raymond James Financial Services Advisors
Florida
$3.19M -$1.68M -56,339 -35%
Renaissance Technologies
142
Renaissance Technologies
New York
$3.1M +$3.08M +103,323 New
CCM
143
Crabel Capital Management
California
$3.02M +$3M +100,480 New
C
144
Clearshares
New York
$2.94M -$1.2M -40,351 -29%
OIA
145
OneDigital Investment Advisors
Kansas
$2.84M +$48K +1,609 +2%
CFG
146
Cooper Financial Group
California
$2.84M +$154K +5,155 +6%
HAS
147
HBW Advisory Services
California
$2.84M -$23.1K -775 -0.8%
AWA
148
Arete Wealth Advisors
Illinois
$2.84M +$317K +10,643 +12%
TAIM
149
TD Ameritrade Investment Management
Nebraska
$2.76M +$1.62M +54,173 +143%
US Bancorp
150
US Bancorp
Minnesota
$2.72M -$3.43K -115 -0.1%