We are live on ! Find out more
SPAB icon

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
RWM
126
Ritholtz Wealth Management
New York
$3.92M -$15.3K -509 -0.4%
Mirae Asset Global Investments
127
Mirae Asset Global Investments
South Korea
$3.85M +$3.89M +129,092 New
CIC
128
Carnegie Investment Counsel
Ohio
$3.85M +$7.02K +233 +0.2%
SS
129
Simplicity Solutions
Minnesota
$3.85M +$2.04M +67,696 +111%
FHA
130
Flagship Harbor Advisors
Massachusetts
$3.83M
FFS
131
Founders Financial Securities
Maryland
$3.78M +$69.6K +2,308 +2%
BCM
132
Brookstone Capital Management
Illinois
$3.76M -$3.66M -121,466 -49%
WP
133
WealthShield Partners
North Carolina
$3.65M +$62.2K +2,064 +2%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$3.63M +$135K +4,471 +4%
JCM
135
Jacobi Capital Management
Pennsylvania
$3.56M -$2.39M -79,331 -40%
KAS
136
Kestra Advisory Services
Texas
$3.48M +$1.04M +34,662 +42%
AWA
137
Arete Wealth Advisors
Illinois
$3.46M +$602K +19,963 +21%
Stifel Financial
138
Stifel Financial
Missouri
$3.37M -$50.6K -1,679 -1%
NI
139
NYL Investors
New York
$3.35M +$148K +4,900 +5%
FIM
140
Freedom Investment Management
Connecticut
$3.32M -$317K -10,518 -9%
SC
141
Savant Capital
Illinois
$3.1M -$146K -4,845 -4%
CFG
142
Cooper Financial Group
California
$3.09M +$265K +8,774 +9%
C
143
Clearshares
New York
$3M +$73.9K +2,452 +2%
HAS
144
HBW Advisory Services
California
$2.98M +$160K +5,301 +6%
CC
145
Cedar Capital
Illinois
$2.98M +$339K +11,237 +13%
WAS
146
Wealth Advisory Solutions
Indiana
$2.97M +$679K +22,524 +29%
TWP
147
Tempus Wealth Planning
California
$2.95M -$336K -11,153 -10%
CA
148
Cetera Advisors
Colorado
$2.72M +$1.33M +44,085 +94%
OIA
149
OneDigital Investment Advisors
Kansas
$2.58M -$251K -8,331 -9%
W
150
Wealthquest
Ohio
$2.54M -$19.3M -640,422 -88%