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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
EWA
326
Exencial Wealth Advisors
Oklahoma
$214K +$217K +8,132 New
TB
327
Treynor Bancshares
Iowa
$207K
VPW
328
Vericrest Private Wealth
Pennsylvania
$206K -$24.6K -924 -11%
CFAM
329
Center For Asset Management
Florida
$205K +$208K +7,796 New
BSWM
330
Boston Standard Wealth Management
Massachusetts
$204K -$33.9M -1,273,420 -99%
CIBC World Market
331
CIBC World Market
Ontario, Canada
$203K
FFA
332
Founders Financial Alliance
North Carolina
$202K +$1.17K +44 +0.6%
FWM
333
Focused Wealth Management
New York
$194K -$7.35M -275,703 -97%
ADL
334
Asset Dedication LLC
California
$192K +$6.98K +262 +4%
CFGS
335
Concourse Financial Group Securities
Alabama
$186K +$53K +1,991 +39%
BL
336
Balentine LLC
Georgia
$184K -$173K -6,493 -48%
HS
337
Horan Securities
United States
$160K -$19.2K -722 -11%
Citigroup
338
Citigroup
New York
$145K -$24K -901 -14%
EWA
339
EP Wealth Advisors
California
$144K +$5.89K +221 +4%
DWP
340
Destiny Wealth Partners
Florida
$140K -$2K -75 -1%
WOSD
341
WFA of San Diego
California
$136K +$137K +5,159 New
BCMIO
342
Beacon Capital Management Inc (Ohio)
Ohio
$127K +$13.8K +517 +12%
HWMA
343
Heritage Wealth Management (Arizona)
Arizona
$116K -$30.3K -1,137 -20%
IHWM
344
Iron Horse Wealth Management
Iowa
$115K -$17.7K -665 -13%
Jones Financial Companies
345
Jones Financial Companies
Missouri
$100K +$83.2K +3,122 +452%
CIAS
346
Capital Investment Advisory Services
North Carolina
$99K -$19.4K -729 -16%
JWA
347
JFS Wealth Advisors
Pennsylvania
$68K
MA
348
MUFG Americas
New York
$61K
William Blair & Company
349
William Blair & Company
Illinois
$56K
QCG
350
Quadrant Capital Group
Ohio
$53K