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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
ICMP
151
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.54M +$1.38M +45,773 +117%
Renaissance Technologies
152
Renaissance Technologies
New York
$2.5M -$595K -19,723 -19%
SWA
153
Stratos Wealth Advisors
Ohio
$2.4M +$931K +30,872 +62%
AO
154
Advisor OS
Illinois
$2.37M +$34K +1,128 +1%
BFA
155
Brown Financial Advisory
Alabama
$2.32M +$65.3K +2,165 +3%
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$2.19M -$302K -10,011 -12%
WWM
157
Wiser Wealth Management
Georgia
$2.15M -$237K -7,868 -10%
ACP
158
Aveo Capital Partners
Colorado
$2.13M +$482K +15,990 +29%
GWM
159
Geneos Wealth Management
Colorado
$2.09M +$1.12M +37,160 +114%
SAM
160
Stringer Asset Management
Tennessee
$2.04M -$361K -11,971 -15%
VAS
161
Vestmark Advisory Solutions
Massachusetts
$2.03M +$1.78K +59 +0.1%
SCP
162
Syntal Capital Partners
Texas
$2M +$76K +2,520 +4%
TLFA
163
True Link Financial Advisors
California
$1.99M +$22.6K +750 +1%
USCWA
164
U.S. Capital Wealth Advisors
Texas
$1.93M +$1.95M +64,683 New
VAG
165
VisionPoint Advisory Group
Texas
$1.9M -$2.4M -79,588 -56%
EH
166
Equitable Holdings
New York
$1.86M +$202K +6,687 +12%
RJFSA
167
Raymond James Financial Services Advisors
Florida
$1.81M -$1.38M -45,889 -43%
SW
168
SlateStone Wealth
Florida
$1.73M -$125K -4,148 -7%
OGF
169
Orin Green Financial
California
$1.72M -$71.7K -2,378 -4%
ARC
170
Advisor Resource Council
Texas
$1.72M -$2.69M -89,384 -61%
HIIFS
171
Harel Insurance Investments & Financial Services
Israel
$1.72M
HI
172
Harbour Investments
Wisconsin
$1.69M +$73.6K +2,442 +4%
Goldman Sachs
173
Goldman Sachs
New York
$1.62M
LFS
174
Lutz Financial Services
Nebraska
$1.6M -$7.93K -263 -0.5%
CWM
175
Cahaba Wealth Management
Georgia
$1.58M +$965 +32 +0.1%