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State Street SPDR Portfolio Aggregate Bond ETF

389 hedge funds and large institutions have $4.21B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 155 increasing their positions, 159 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.17% less ownership

Funds ownership: 70.95%70.77% (-0.17%)

3% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 159

5% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 44

2% less funds holding in top 10

Funds holding in top 10: 5756 (-1)

3% less funds holding

Funds holding: 400389 (-11)

5% less capital invested

Capital invested by funds: $4.45B → $4.21B (-$233M)

Holders
389
Holders Change
-11
Holders Change %
-2.75%
% of All Funds
6.7%
Holding in Top 10
56
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.75%
% of All Funds
0.96%
New
42
Increased
155
Reduced
159
Closed
44
Calls
$4.43M
Puts
Net Calls
+$4.43M
Net Calls Change
-$693K
Name Holding Trade Value Shares
Change
Change in
Stake
CM
326
Cornerstone Management
Georgia
$138K -$92.9K -3,544 -39%
DWP
327
Destiny Wealth Partners
Florida
$133K
SAM
328
Strategic Asset Management
Minnesota
$130K -$173K -6,608 -56%
BFEC
329
Benjamin F. Edwards & Company
Missouri
$128K -$102K -3,881 -43%
BCMIO
330
Beacon Capital Management Inc (Ohio)
Ohio
$120K -$577 -22 -0.5%
Qube Research & Technologies (QRT)
331
Qube Research & Technologies (QRT)
United Kingdom
$103K -$1.38M -52,647 -93%
CIAS
332
Capital Investment Advisory Services
North Carolina
$93K
JWA
333
JFS Wealth Advisors
Pennsylvania
$64K
BNP Paribas Financial Markets
334
BNP Paribas Financial Markets
France
$59.9K -$7.04M -268,425 -99%
QCG
335
Quadrant Capital Group
Ohio
$51K
HIA
336
Harbor Investment Advisory
Maryland
$49K +$51K +1,947 +11,453%
HI
337
Hudock Inc
Pennsylvania
$47K
TCWA
338
Ten Capital Wealth Advisors
Washington
$44K +$46.1K +1,760 New
JFA
339
JNBA Financial Advisors
Minnesota
$37K +$1.94K +74 +5%
HGERS
340
Householder Group Estate & Retirement Specialist
Arizona
$35K +$37.6K +1,433 New
WT
341
Whittier Trust
California
$34K -$15.2K -580 -30%
TFA
342
Transamerica Financial Advisors
Florida
$34K -$288 -11 -0.8%
AWM
343
Accel Wealth Management
Iowa
$34K
IHWM
344
Iron Horse Wealth Management
Iowa
$33K -$79.7K -3,042 -70%
OSNBOA
345
Old Second National Bank of Aurora
Illinois
$31K -$1.36K -52 -4%
William Blair & Company
346
William Blair & Company
Illinois
$30K -$24.7K -941 -44%
SWM
347
Selective Wealth Management
Virginia
$25K -$1.99K -76 -7%
SWM
348
Spire Wealth Management
Virginia
$24K -$1.61M -61,268 -98%
AWM
349
Activest Wealth Management
Florida
$23K
CWA
350
Clearview Wealth Advisors
Oregon
$23K