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State Street SPDR Portfolio Aggregate Bond ETF

400 hedge funds and large institutions have $4.45B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

2% less funds holding

Funds holding: 408400 (-8)

3.15% less ownership

Funds ownership: 74.1%70.95% (-3.2%)

11% less capital invested

Capital invested by funds: $4.97B → $4.45B (-$522M)

14% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 171

Holders
400
Holders Change
-8
Holders Change %
-1.96%
% of All Funds
6.74%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
0.96%
New
42
Increased
147
Reduced
171
Closed
45
Calls
$5.12M
Puts
Net Calls
+$5.12M
Net Calls Change
+$5.12M
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
251
Winch Advisory Services
Wisconsin
$569K -$186K -6,967 -24%
WWM
252
Western Wealth Management
Colorado
$549K -$87.1K -3,269 -14%
CW
253
CreativeOne Wealth
Kansas
$546K +$220K +8,253 +66%
NFP
254
Narus Financial Partners
Utah
$530K -$491K -18,443 -48%
AP
255
Advisor Partners
California
$519K -$15.9K -598 -3%
PFA
256
Professional Financial Advisors
Nebraska
$518K -$192K -7,200 -27%
ASN
257
Advisory Services Network
Georgia
$513K -$705K -26,466 -58%
EA
258
Eclectic Associates
California
$512K -$340K -12,755 -40%
DWM
259
Darwin Wealth Management
Florida
$503K -$84.8K -3,181 -14%
AF
260
Advisornet Financial
Minnesota
$501K -$140K -5,237 -22%
VC
261
Vicus Capital
Pennsylvania
$498K -$4.64K -174 -0.9%
IFPL
262
Investments & Financial Planning LLC
Kentucky
$493K -$70.4K -2,642 -12%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$477K +$279K +10,477 +137%
AC
264
Applied Capital
Arkansas
$472K -$197K -7,408 -29%
BJL
265
Brighton Jones LLC
Washington
$472K -$194K -7,299 -29%
WEG
266
World Equity Group
Illinois
$472K +$477K +17,894 New
MW
267
Marcum Wealth
Ohio
$471K +$4.32K +162 +0.9%
CCM
268
Crabel Capital Management
California
$470K -$669K -25,120 -58%
BFA
269
Beacon Financial Advisory
Ohio
$465K -$58.3K -2,189 -11%
FCH
270
Freestone Capital Holdings
Washington
$462K +$7.78K +292 +2%
WWM
271
Wolff Wiese Magana
California
$461K -$666K -25,013 -59%
HSG
272
Helen Stephens Group
Texas
$459K +$1.57K +59 +0.3%
SI
273
Stephens Inc
Arkansas
$443K
AG
274
Ascent Group
Virginia
$438K +$147K +5,514 +51%
VWA
275
Visionary Wealth Advisors
Illinois
$435K +$7.51K +282 +2%