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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
CAAS
326
Capital Asset Advisory Services
Michigan
$228K -$350K -12,264 -60%
BA
327
Bellwether Advisors
Nebraska
$228K
FMI
328
F/M Investments
District of Columbia
$225K -$21.7K -758 -9%
ODFS
329
O'Donnell Financial Services
California
$224K -$1.4K -49 -0.6%
ML
330
McAdam LLC
Pennsylvania
$223K +$229K +8,022 New
SB
331
Strategic Blueprint
Georgia
$222K -$5K -175 -2%
GSIS
332
Global Strategic Investment Solutions
Arizona
$222K
TB
333
Treynor Bancshares
Iowa
$218K
CIBC World Market
334
CIBC World Market
Ontario, Canada
$215K
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$212K -$58.1K -2,034 -21%
FFA
336
Founders Financial Alliance
North Carolina
$212K -$24.1K -845 -10%
LMKC
337
L.M. Kohn & Company
Ohio
$210K +$215K +7,534 New
AFWM
338
AMJ Financial Wealth Management
Virginia
$207K -$571 -20 -0.3%
5L
339
55I LLC
Massachusetts
$205K -$55.3K -1,936 -21%
CPW
340
Catalyst Private Wealth
California
$203K +$1.83K +64 +0.9%
MA
341
Mutual Advisors
Nebraska
$201K +$207K +7,243 New
ADL
342
Asset Dedication LLC
California
$196K +$26.6K +932 +15%
HS
343
Horan Securities
United States
$188K +$10.3K +362 +6%
GWA
344
Gibson Wealth Advisors
Texas
$183K
Citigroup
345
Citigroup
New York
$178K -$82.2K -2,878 -31%
HWMA
346
Heritage Wealth Management (Arizona)
Arizona
$154K +$159K +5,556 New
DWP
347
Destiny Wealth Partners
Florida
$150K -$40.8K -1,429 -21%
EWA
348
EP Wealth Advisors
California
$146K +$150K +5,237 New
CFGS
349
Concourse Financial Group Securities
Alabama
$141K -$28.1K -985 -16%
IHWM
350
Iron Horse Wealth Management
Iowa
$140K -$1.91K -67 -1%