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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
PFT
351
Providence First Trust
Arizona
$22K +$23.2K +885 New
BWM
352
Baystate Wealth Management
Massachusetts
$21K +$157 +6 +0.7%
FA
353
Faithward Advisors
Pennsylvania
$20K
BCV
354
Banque Cantonale Vaudoise
Switzerland
$19K
IRC
355
Investors Research Corp
Georgia
$19K
RIA
356
Realta Investment Advisors
Delaware
$17K +$18.2K +694 New
KFI
357
Key Financial Inc
Pennsylvania
$14K
TC
358
Truvestments Capital
Florida
$14K
AAP
359
Arax Advisory Partners
Colorado
$11K +$970 +37 +9%
PFM
360
Phillips Financial Management
Indiana
$11K +$11.6K +444 New
HWMA
361
Heritage Wealth Management (Arizona)
Arizona
$10K -$106K -4,030 -91%
AIP
362
Ameritas Investment Partners
Nebraska
$10K +$1.89K +72 +20%
PI
363
PFS Investments
Georgia
$9.79K -$2.39M -91,272 -19%
AIL
364
AGF Investments LLC
Ontario, Canada
$8K
FHA
365
First Horizon Advisors
Tennessee
$8K
PNC Financial Services Group
366
PNC Financial Services Group
Pennsylvania
$7K -$9.17K -350 -54%
BCMLT
367
Beacon Capital Management LLC (Tennessee)
Tennessee
$7K -$2.7K -103 -27%
EWM
368
EPG Wealth Management
Georgia
$7K +$7.37K +281 New
NSIM
369
North Star Investment Management
Illinois
$6K +$52 +2 +0.8%
First Manhattan
370
First Manhattan
New York
$5K +$2.73K +104 +82%
Citigroup
371
Citigroup
New York
$4K -$140K -5,331 -97%
WFA
372
West Financial Advisors
Iowa
$4K
BC
373
Barrett & Company
Rhode Island
$3.94K +$4.12K +157 New
TAM
374
Tucker Asset Management
Colorado
$3.32K +$3.54K +135 New
AWM
375
Avior Wealth Management
Nebraska
$3K -$1.06M -40,415 -100%