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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
CIAS
351
Capital Investment Advisory Services
North Carolina
$124K
AWMS
352
Advocacy Wealth Management Services
Georgia
$123K
FAG
353
Fortitude Advisory Group
Washington
$120K +$229 +8 +0.2%
BCMIO
354
Beacon Capital Management Inc (Ohio)
Ohio
$120K +$13.4K +470 +12%
PFS
355
Prospera Financial Services
Texas
$108K -$127K -4,446 -53%
CF
356
Centaurus Financial
California
$105K -$4.12M -144,127 -97%
CP
357
Castleview Partners
Texas
$100K -$4.44M -155,488 -98%
HFS
358
Hantz Financial Services
Michigan
$95K +$98.1K +3,435 New
HNB
359
Huntington National Bank
Ohio
$87K
BWM
360
Baystate Wealth Management
Massachusetts
$80K +$286 +10 +0.3%
JWA
361
JFS Wealth Advisors
Pennsylvania
$71K
MA
362
MUFG Americas
New York
$64K
EWA
363
EverSource Wealth Advisors
Alabama
$60K -$17.6K -615 -22%
William Blair & Company
364
William Blair & Company
Illinois
$59K
Fidelity Investments
365
Fidelity Investments
Massachusetts
$58K -$72.5K -2,539 -55%
QCG
366
Quadrant Capital Group
Ohio
$56K
HI
367
Hudock Inc
Pennsylvania
$55K -$86 -3 -0.2%
OCM
368
Orion Capital Management
California
$53K +$13.9K +485 +35%
PFGIA
369
Patriot Financial Group Insurance Agency
Massachusetts
$51K -$13.6K -476 -21%
ACA
370
Aptus Capital Advisors
Alabama
$41K -$52.8K -1,849 -56%
OSNBOA
371
Old Second National Bank of Aurora
Illinois
$40K +$6.89K +241 +20%
AWM
372
Accel Wealth Management
Iowa
$37K
SWM
373
Selective Wealth Management
Virginia
$35K +$771 +27 +2%
JFA
374
JNBA Financial Advisors
Minnesota
$34K -$2.34K -82 -6%
SL
375
Savior LLC
Massachusetts
$32K -$6.4K -224 -16%