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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
SEIA
126
Signature Estate & Investment Advisors
California
$4.53M +$405K +13,604 +10%
APC
127
Aspire Private Capital
North Carolina
$4.53M +$459K +15,422 +11%
FFG
128
Fullen Financial Group
Ohio
$4.39M +$48.3K +1,623 +1%
CF
129
Centaurus Financial
California
$4.38M +$314K +10,564 +8%
EFL
130
ERn Financial LLC
Wisconsin
$4.27M -$36.1K -1,214 -0.8%
FFS
131
Founders Financial Securities
Maryland
$4.07M +$320K +10,759 +8%
ICMP
132
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.07M +$1.56M +52,516 +62%
SWA
133
Stratos Wealth Advisors
Ohio
$4.01M +$1.64M +55,162 +69%
RC
134
Roundview Capital
New Jersey
$4M
CIC
135
Carnegie Investment Counsel
Ohio
$3.94M +$117K +3,950 +3%
KAS
136
Kestra Advisory Services
Texas
$3.9M +$452K +15,190 +13%
FIM
137
Freedom Investment Management
Connecticut
$3.85M +$564K +18,954 +17%
Mirae Asset Global Investments
138
Mirae Asset Global Investments
South Korea
$3.82M
AWA
139
Arete Wealth Advisors
Illinois
$3.78M +$370K +12,452 +11%
MHR
140
Matthew Hamilton Rosenberg
$3.77M -$858K -28,863 -19%
CA
141
CGN Advisors
Kansas
$3.73M -$199K -6,700 -5%
CGFA
142
Colton Groome Financial Advisors
North Carolina
$3.71M -$2.73M -91,943 -42%
FHA
143
Flagship Harbor Advisors
Massachusetts
$3.63M -$159K -5,363 -4%
RWM
144
Ritholtz Wealth Management
New York
$3.6M -$295K -9,908 -8%
CFG
145
Cooper Financial Group
California
$3.56M +$499K +16,779 +16%
NI
146
NYL Investors
New York
$3.47M +$146K +4,900 +4%
CAAM
147
Cornerstone Advisors Asset Management
Pennsylvania
$3.45M +$3.46M +116,487 New
BCI
148
Brinker Capital Investments
Pennsylvania
$3.4M -$24.6M -827,740 -88%
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$3.38M -$226K -7,587 -6%
W
150
Wealthquest
Ohio
$3.33M +$812K +27,293 +32%