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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
WFS
1
Weitzel Financial Services
Iowa
$517M +$451M +15,123,813 +3,066%
State Street
2
State Street
Massachusetts
$386M +$86.2M +2,888,267 +29%
RIG
3
RiverFront Investment Group
Virginia
$339M +$114M +3,819,224 +51%
JP Morgan Chase
4
JP Morgan Chase
New York
$252M +$250M +8,383,811 +2,532,873%
GI
5
Gradient Investments
Minnesota
$204M +$9.78M +327,743 +5%
LPL Financial
6
LPL Financial
California
$196M -$14.4M -483,472 -7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$182M +$44.2M +1,481,304 +32%
CPO
8
Cerity Partners OCIO
New York
$176M +$12.7M +427,382 +8%
FWM
9
Frontier Wealth Management
Missouri
$97.1M +$15.5M +518,195 +19%
WCWM
10
Willow Creek Wealth Management
California
$87.9M +$5.62M +188,436 +7%
TC
11
Trilogy Capital
California
$87.4M +$2.36M +79,213 +3%
RA
12
RFG Advisory
Alabama
$76M +$15.5M +521,284 +26%
AA
13
Advisory Alpha
Michigan
$73.3M +$7.29M +244,270 +11%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$70.4M +$3.14M +105,366 +5%
RJA
15
Raymond James & Associates
Florida
$68.5M +$19.3M +648,373 +40%
Osaic Holdings
16
Osaic Holdings
Arizona
$68M +$4.33M +145,007 +7%
PAG
17
Private Advisor Group
New Jersey
$60.9M -$14.5M -485,318 -19%
AF
18
Allworth Financial
California
$55.2M -$777K -26,033 -1%
Creative Planning
19
Creative Planning
Kansas
$54.8M -$2.3M -77,012 -4%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$54.7M
BAAM
21
Baker Avenue Asset Management
California
$52.9M -$14.6M -490,779 -22%
WP
22
WealthSource Partners
California
$51.7M +$12.6M +420,762 +32%
NEWAS
23
N.E.W. Advisory Services
Wisconsin
$49.3M +$5.08M +170,319 +12%
Ameriprise
24
Ameriprise
Minnesota
$47.4M -$8.22M -275,565 -15%
Morgan Stanley
25
Morgan Stanley
New York
$45.2M +$11.4M +383,379 +34%