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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
TC
376
Truvestments Capital
Florida
$15K +$15.2K +569 New
BCMLT
377
Beacon Capital Management LLC (Tennessee)
Tennessee
$11K
AAP
378
Arax Advisory Partners
Colorado
$11K +$80 +3 +0.7%
GWANC
379
Guardian Wealth Advisors (North Carolina)
North Carolina
$11K +$2.32K +87 +27%
VVP
380
Venture Visionary Partners
Ohio
$11K +$11.1K +417 New
AIL
381
AGF Investments LLC
Ontario, Canada
$9K
AIP
382
Ameritas Investment Partners
Nebraska
$9K +$453 +17 +5%
FHA
383
First Horizon Advisors
Tennessee
$9K +$9.48K +356 New
AWM
384
Aspire Wealth Management
Massachusetts
$8K +$8.15K +306 New
NSIM
385
North Star Investment Management
Illinois
$7K +$27 +1 +0.4%
ZIG
386
Zullo Investment Group
Pennsylvania
$5K +$666 +25 +14%
WFA
387
West Financial Advisors
Iowa
$4K
First Manhattan
388
First Manhattan
New York
$3K -$3.68K -138 -52%
LC
389
Lindbrook Capital
California
$3K
ACK
390
Andrew C. Karlinski
$3K +$1.12K +42 +64%
LPWM
391
Lake Point Wealth Management
Texas
$2K
OFG
392
Oxford Financial Group
Indiana
$2K
BTI
393
Blue Trust Inc
Georgia
$1K +$666 +25 New
APW
394
Axim Planning & Wealth
Ohio
$1K +$1.09K +41 New
RCM
395
Rain Capital Management
Oregon
$1K +$1.41K +53 New
TWA
396
TCI Wealth Advisors
Arizona
$1K +$1.44K +54 New
BRWM
397
B. Riley Wealth Management
Tennessee
$598 -$133K -5,000 -18%
WIM
398
Westside Investment Management
California
$82
AR
399
Apeiron RIA
Texas
$40
HWA
400
Heartwood Wealth Advisors
Virginia
-$21.1M -757,534 Closed