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SPDR Portfolio Aggregate Bond ETF

356 hedge funds and large institutions have $4.21B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+18
Holders Change %
+5.33%
% of All Funds
6.27%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
1.09%
New
45
Increased
157
Reduced
122
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
201
Wolff Wiese Magana
California
$926K +$249K +8,399 +37%
MHR
202
Matthew Hamilton Rosenberg
$898K -$19.3K -650 -2%
FPW
203
Flagship Private Wealth
Massachusetts
$897K +$362K +12,197 +68%
BRWM
204
B. Riley Wealth Management
Tennessee
$881K +$881K +29,702 New
OPS
205
Orion Portfolio Solutions
Nebraska
$878K +$225K +7,595 +34%
SWP
206
Strategic Wealth Partners
Ohio
$867K +$19.6K +662 +2%
VA
207
Valmark Advisers
Ohio
$845K +$845K +28,489 New
GI
208
Glovista Investments
New Jersey
$831K -$597K -20,145 -42%
PFA
209
Pinnacle Family Advisors
Missouri
$826K +$8.6K +290 +1%
GSC
210
G&S Capital
Colorado
$818K +$56.2K +1,896 +7%
BCA
211
Bay Colony Advisors
Massachusetts
$812K -$99.9K -3,369 -11%
RFA
212
Reilly Financial Advisors
California
$793K -$31.2K -1,051 -4%
BJL
213
Brighton Jones LLC
Washington
$790K +$30.2K +1,019 +4%
SB
214
Strategic Blueprint
Georgia
$776K -$228K -7,704 -23%
BAM
215
Belpointe Asset Management
Nevada
$767K -$10.5K -354 -1%
RCIM
216
Red Cedar Investment Management
Michigan
$719K
FIA
217
Foundations Investment Advisors
Arizona
$719K +$94.6K +3,184 +15%
NFP
218
Narus Financial Partners
Utah
$710K +$710K +23,937 New
BMD
219
Better Money Decisions
New Mexico
$675K +$675K +22,776 New
BFA
220
Beacon Financial Advisory
Ohio
$674K -$553K -18,650 -45%
AA
221
Alesco Advisors
New York
$673K -$16.7K -565 -2%
SFG
222
SageGuard Financial Group
Tennessee
$658K -$46.8K -1,582 -7%
AF
223
Aldebaran Financial
$653K +$160K +5,388 +32%
NFG
224
Next Financial Group
Texas
$651K +$226K +7,630 +53%
GL
225
Graypoint LLC
New York
$649K