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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
State Street
1
State Street
Massachusetts
$401M -$1.1M -36,896 -0.3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$233M +$23M +774,248 +11%
GI
3
Gradient Investments
Minnesota
$227M +$7.14M +239,999 +3%
RIG
4
RiverFront Investment Group
Virginia
$224M +$9.56M +321,361 +4%
LPL Financial
5
LPL Financial
California
$213M -$2.37M -79,801 -1%
CPO
6
Cerity Partners OCIO
New York
$198M +$16.3M +549,277 +9%
RA
7
RFG Advisory
Alabama
$105M +$14M +469,613 +15%
FWM
8
Frontier Wealth Management
Missouri
$91.2M -$8.51M -286,179 -9%
TC
9
Trilogy Capital
California
$89.7M +$4.28M +143,869 +5%
AA
10
Advisory Alpha
Michigan
$89.4M +$3.08M +103,460 +4%
WCWM
11
Willow Creek Wealth Management
California
$87.4M -$1.95M -65,553 -2%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$85.8M +$9.87M +331,790 +13%
Morgan Stanley
13
Morgan Stanley
New York
$81M +$33.5M +1,128,147 +70%
Osaic Holdings
14
Osaic Holdings
Arizona
$72.7M +$367K +12,329 +0.5%
AssetMark Inc
15
AssetMark Inc
California
$64.2M +$1.24M +41,635 +2%
RJA
16
Raymond James & Associates
Florida
$64.1M +$278K +9,361 +0.4%
WP
17
WealthSource Partners
California
$60.8M +$5.4M +181,716 +10%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$60.3M +$60.5M +2,034,564 New
PAG
19
Private Advisor Group
New Jersey
$58.6M -$10.1M -338,752 -15%
BAAM
20
Baker Avenue Asset Management
California
$55.5M +$1.74M +58,432 +3%
AF
21
Allworth Financial
California
$52.9M -$841K -28,277 -2%
NEWAS
22
N.E.W. Advisory Services
Wisconsin
$51.1M +$469K +15,766 +0.9%
Creative Planning
23
Creative Planning
Kansas
$50.3M -$1.65M -55,612 -3%
BFG
24
Barber Financial Group
Kansas
$47.2M +$2.11M +70,990 +5%
GP
25
Girard Partners
Pennsylvania
$47.2M +$7.32M +246,015 +18%