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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
AP
276
Advisors Preferred
Maryland
$421K -$8.52K -298 -2%
JP Morgan Chase
277
JP Morgan Chase
New York
$413K +$424K +14,856 New
AR
278
Apeiron RIA
Texas
$412K -$1.43K -50 -0.3%
IA
279
Insight Advisors
Pennsylvania
$398K -$48.4K -1,695 -11%
CCM
280
Crew Capital Management
Ohio
$391K -$18.5K -646 -4%
TSS
281
Two Sigma Securities
New York
$384K +$394K +13,804 New
SWIG
282
Strategic Wealth Investment Group
Kentucky
$379K +$390K +13,654 New
APC
283
Aspire Private Capital
North Carolina
$378K -$3.98M -139,198 -91%
BL
284
Balentine LLC
Georgia
$374K +$5.97K +209 +2%
SEA
285
Stegent Equity Advisors
Texas
$373K
SS
286
Sunbelt Securities
Texas
$373K +$29 +1 +0%
MFG
287
Merit Financial Group
Georgia
$370K +$381K +13,324 New
ISWM
288
Independent Solutions Wealth Management
New York
$364K -$3.77K -132 -1%
BFA
289
Beaumont Financial Advisors
Massachusetts
$362K
SFP
290
Sterling Financial Planning
New Jersey
$361K -$39.8K -1,392 -10%
WWM
291
Windsor Wealth Management
Indiana
$357K -$44.5K -1,556 -11%
National Bank of Canada
292
National Bank of Canada
Quebec, Canada
$357K +$49.8K +1,742 +16%
OFG
293
OTA Financial Group
New York
$353K +$363K +12,705 New
TCPWM
294
Traverso Chambers Private Wealth Management
California
$347K
HA
295
Hofer & Associates
California
$346K -$28.2K -988 -7%
CW
296
CreativeOne Wealth
Kansas
$346K +$66.9K +2,342 +23%
MIC
297
Means Investment Company
Maine
$342K +$351K +12,293 New
F
298
F3Logic
Minnesota
$335K +$56.8K +1,987 +20%
Charles Schwab
299
Charles Schwab
California
$335K +$344K +12,037 New
WIA
300
World Investment Advisors
California
$333K