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
State Street
1
State Street
Massachusetts
$405M +$21.2M +703,172 +5%
GI
2
Gradient Investments
Minnesota
$222M +$19.3M +641,071 +9%
LPL Financial
3
LPL Financial
California
$217M +$22.4M +743,235 +11%
RIG
4
RiverFront Investment Group
Virginia
$216M -$122M -4,061,732 -36%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$212M +$31.7M +1,052,395 +17%
CPO
6
Cerity Partners OCIO
New York
$183M +$8.44M +280,092 +5%
FWM
7
Frontier Wealth Management
Missouri
$100M +$3.85M +127,765 +4%
RA
8
RFG Advisory
Alabama
$91.8M +$16.3M +540,442 +21%
WCWM
9
Willow Creek Wealth Management
California
$90.1M +$2.67M +88,497 +3%
AA
10
Advisory Alpha
Michigan
$87M +$14.2M +471,997 +19%
TC
11
Trilogy Capital
California
$86.1M -$646K -21,413 -0.7%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$78.3M +$9.08M +301,286 +13%
Osaic Holdings
13
Osaic Holdings
Arizona
$72.9M +$5.27M +174,868 +8%
PAG
14
Private Advisor Group
New Jersey
$69.2M +$8.69M +288,277 +14%
RJA
15
Raymond James & Associates
Florida
$64.3M -$3.85M -127,836 -6%
AssetMark Inc
16
AssetMark Inc
California
$63.5M +$20.9M +694,366 +48%
WP
17
WealthSource Partners
California
$55.9M +$4.48M +148,706 +9%
BAAM
18
Baker Avenue Asset Management
California
$54.2M +$1.57M +52,052 +3%
AF
19
Allworth Financial
California
$54.1M -$757K -25,115 -1%
Creative Planning
20
Creative Planning
Kansas
$52.3M -$2.27M -75,283 -4%
NEWAS
21
N.E.W. Advisory Services
Wisconsin
$51M +$2.02M +66,851 +4%
Ameriprise
22
Ameriprise
Minnesota
$49.4M +$2.21M +73,236 +5%
Morgan Stanley
23
Morgan Stanley
New York
$48M +$3.06M +101,491 +7%
BFG
24
Barber Financial Group
Kansas
$45.4M +$4.56M +151,164 +11%
SPA
25
Sentinel Pension Advisors
Massachusetts
$44.2M +$6.14M +203,552 +16%