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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
ZIG
376
Zullo Investment Group
Pennsylvania
$3K -$2.65K -101 -49%
ACK
377
Andrew C. Karlinski
$3K
LC
378
Lindbrook Capital
California
$3K
BSB
379
Bangor Savings Bank
Maine
$3K +$2.91K +111 New
GWSG
380
GPS Wealth Strategies Group
Colorado
$3K +$2.94K +112 New
ACM
381
Absolute Capital Management
Pennsylvania
$2.27K +$2.38K +91 New
OFG
382
Oxford Financial Group
Indiana
$2K
CIAS
383
CFS Investment Advisory Services
New Jersey
$2K +$1.27M +48,528 New
AWM
384
Aspire Wealth Management
Massachusetts
$1K -$6.82K -260 -85%
RCM
385
Rain Capital Management
Oregon
$1K
CFFP
386
Center for Financial Planning
Michigan
$1K +$1.31K +50 New
WIM
387
Westside Investment Management
California
$75 -$2.73K -104 -3%
WI
388
WrapManager Inc
California
-$15.6M -590,202 Closed
CFO
389
Capitol Family Office
Oregon
-$14.7M -556,610 Closed
Bank of Nova Scotia
390
Bank of Nova Scotia
Ontario, Canada
-$13.2M -500,000 Closed
BWA
391
Burt Wealth Advisors
Maryland
-$8.36M -317,265 Closed
RCS
392
Retirement Capital Strategies
California
-$6.13M -232,664 Closed
WAS
393
Wealth Advisory Solutions
Indiana
-$5.3M -201,003 Closed
Renaissance Technologies
394
Renaissance Technologies
New York
-$4.69M -178,000 Closed
OMC
395
Old Mission Capital
Illinois
-$2.85M -107,959 Closed
RC
396
Roundview Capital
New Jersey
-$1.94M -73,729 Closed
OFG
397
OTA Financial Group
New York
-$992K -37,648 Closed
LPT
398
Legacy Private Trust
Wisconsin
-$875K -33,208 Closed
SA
399
Shilanski & Associates
Alaska
-$683K -25,915 Closed
LFS
400
Lutz Financial Services
Nebraska
-$589K -22,369 Closed