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State Street SPDR Portfolio Aggregate Bond ETF

408 hedge funds and large institutions have $4.97B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 155 increasing their positions, 159 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

9% more capital invested

Capital invested by funds: $4.56B → $4.97B (+$406M)

3.83% more ownership

Funds ownership: 70.27%74.1% (+3.8%)

2% more funds holding

Funds holding: 399408 (+9)

0% more funds holding in top 10

Funds holding in top 10: 5858 (0)

3% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 159

Holders
408
Holders Change
+9
Holders Change %
+2.26%
% of All Funds
6.44%
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.91%
New
52
Increased
155
Reduced
159
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
226
Aveo Capital Partners
Colorado
$989K -$1.35M -47,296 -57%
AWM
227
Apollon Wealth Management
South Carolina
$985K +$1.01M +35,457 New
RWM
228
Rockwood Wealth Management
Pennsylvania
$974K -$53.9K -1,886 -5%
GSC
229
G&S Capital
Colorado
$939K +$1.23K +43 +0.1%
SAM
230
Stringer Asset Management
Tennessee
$899K +$445K +15,575 +93%
EA
231
Eclectic Associates
California
$895K -$354K -12,373 -28%
DHGWA
232
Dixon Hughes Goodman Wealth Advisors
North Carolina
$892K -$111K -3,877 -11%
CF
233
Convergence Financial
Missouri
$856K -$3.67M -128,340 -81%
TA
234
TKG Advisors
Indiana
$847K -$105K -3,687 -11%
Qube Research & Technologies (QRT)
235
Qube Research & Technologies (QRT)
United Kingdom
$834K +$475K +16,616 +124%
SWP
236
Strategic Wealth Partners
Ohio
$795K -$323K -11,299 -28%
WAS
237
Winch Advisory Services
Wisconsin
$794K -$31.5K -1,101 -4%
BRWM
238
B. Riley Wealth Management
Tennessee
$770K -$108K -3,797 -12%
RCIM
239
Red Cedar Investment Management
Michigan
$766K
BMD
240
Better Money Decisions
New Mexico
$751K +$208K +7,293 +37%
PFA
241
Professional Financial Advisors
Nebraska
$747K -$167K -5,829 -18%
GIA
242
Gladstone Institutional Advisory
Florida
$728K +$749K +26,204 New
DC
243
Davenport & Co
Virginia
$717K -$22.5K -787 -3%
AC
244
Applied Capital
Arkansas
$704K -$184K -6,448 -20%
BJL
245
Brighton Jones LLC
Washington
$701K -$57 -2 -0%
BFG
246
Buttonwood Financial Group
Missouri
$697K +$715K +25,013 New
AF
247
Advisornet Financial
Minnesota
$674K +$7.43K +260 +1%
SA
248
Shilanski & Associates
Alaska
$671K +$13.8K +482 +2%
WWM
249
Western Wealth Management
Colorado
$670K +$237K +8,310 +53%
BAM
250
Belpointe Asset Management
Nevada
$634K -$156K -5,449 -19%