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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
GRP
251
Global Retirement Partners
California
$627K +$667K +23,329 New
DWM
252
Darwin Wealth Management
Florida
$611K -$37.1K -1,299 -6%
VPIM
253
Vanguard Personalized Indexing Management
California
$611K +$628K +21,973 New
KFS
254
Kelly Financial Services
Massachusetts
$607K -$492K -17,232 -44%
SFG
255
Snider Financial Group
Washington
$601K +$618K +21,622 New
IFPL
256
Investments & Financial Planning LLC
Kentucky
$593K -$1.4K -49 -0.2%
AP
257
Advisor Partners
California
$564K +$33.4K +1,169 +6%
CCM
258
Coldstream Capital Management
Washington
$554K -$44.8K -1,569 -7%
BFA
259
Beacon Financial Advisory
Ohio
$551K -$8.52K -298 -1%
SAM
260
Strategic Asset Management
Minnesota
$547K -$69.2K -2,422 -11%
AAS
261
Ameritas Advisory Services
Nebraska
$539K -$5.94K -208 -1%
VIA
262
Vickerman Investment Advisors
Washington
$537K +$2.71K +95 +0.5%
VC
263
Vicus Capital
Pennsylvania
$530K -$20.7K -723 -4%
EWM
264
Echo Wealth Management
Minnesota
$524K +$34.6K +1,210 +7%
MW
265
Marcum Wealth
Ohio
$493K
LA
266
Lifeworks Advisors
Michigan
$489K +$62.2K +2,177 +14%
HSG
267
Helen Stephens Group
Texas
$483K +$12.7K +446 +3%
FCH
268
Freestone Capital Holdings
Washington
$479K
SI
269
Stephens Inc
Arkansas
$467K
VWA
270
Visionary Wealth Advisors
Illinois
$451K +$51.1K +1,789 +12%
CFGF
271
Compass Financial Group (Florida)
Florida
$434K -$29K -1,016 -6%
SCA
272
Stonebridge Capital Advisors
Minnesota
$433K +$445K +15,580 New
GKWIM
273
Gerber Kawasaki Wealth & Investment Management
California
$432K +$71.1K +2,490 +19%
HH
274
Hilltop Holdings
Texas
$427K -$9.4K -329 -2%
TVAMP
275
Tennessee Valley Asset Management Partners
Tennessee
$426K +$243K +8,502 +124%