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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
CWP
351
Concord Wealth Partners
Virginia
$53K +$51.9K +1,946 +3,892%
GIA
352
GHP Investment Advisors
Colorado
$51K +$51.1K +1,918 New
WT
353
Whittier Trust
California
$51K +$51.4K +1,930 New
OCM
354
Orion Capital Management
California
$50K
HI
355
Hudock Inc
Pennsylvania
$49K -$2.5K -94 -5%
PFGIA
356
Patriot Financial Group Insurance Agency
Massachusetts
$46K -$2.61K -98 -5%
CP
357
Castleview Partners
Texas
$44.8K -$53.4K -2,003 -55%
PA
358
Parallel Advisors
California
$38K +$19.9K +746 +105%
JFA
359
JNBA Financial Advisors
Minnesota
$37K +$4.69K +176 +14%
TFA
360
Transamerica Financial Advisors
Florida
$37K +$36.5K +1,370 New
AWM
361
Accel Wealth Management
Iowa
$35K
OSNBOA
362
Old Second National Bank of Aurora
Illinois
$34K -$4.18K -157 -11%
AW
363
ACG Wealth
Georgia
$31K +$31.3K +1,176 New
HFA
364
HC Financial Advisors
California
$30K
SWM
365
Selective Wealth Management
Virginia
$29K -$4.34K -163 -13%
CWA
366
Clearview Wealth Advisors
Oregon
$25K
AWM
367
Activest Wealth Management
Florida
$24K
BWM
368
Baystate Wealth Management
Massachusetts
$23K -$54.1K -2,031 -70%
FA
369
Faithward Advisors
Pennsylvania
$21K
IRC
370
Investors Research Corp
Georgia
$20K -$7.7K -289 -27%
BCV
371
Banque Cantonale Vaudoise
Switzerland
$20K
ACA
372
Aptus Capital Advisors
Alabama
$17K -$22.4K -840 -58%
PNC Financial Services Group
373
PNC Financial Services Group
Pennsylvania
$17K
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$15K
KFI
375
Key Financial Inc
Pennsylvania
$15K