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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
LC
401
Lindbrook Capital
California
$4K
WFA
402
West Financial Advisors
Iowa
$4K +$2.23K +78 +107%
ACK
403
Andrew C. Karlinski
$2K
LPWM
404
Lake Point Wealth Management
Texas
$2K
OFG
405
Oxford Financial Group
Indiana
$2K
SC
406
Siena Capital
Ohio
$2K +$1.77K +62 New
CWP
407
Concord Wealth Partners
Virginia
$1K +$1.43K +50 New
WIM
408
Westside Investment Management
California
$87
OMC
409
Old Mission Capital
Illinois
-$10.5M -355,415 Closed
ZIM
410
Zacks Investment Management
Illinois
-$7.13M -240,899 Closed
CSIC
411
Clifford Swan Investment Counsel
California
-$6.79M -229,170 Closed
BIP
412
Blueprint Investment Partners
North Carolina
-$3.01M -101,763 Closed
Susquehanna International Group
413
Susquehanna International Group
Pennsylvania
-$985K -33,245 Closed
SCA
414
Snowden Capital Advisors
New York
-$933K -31,527 Closed
SFS
415
Sowell Financial Services
Arkansas
-$554K -18,706 Closed
RVPG
416
Relative Value Partners Group
-$522K -17,626 Closed
AF
417
Aldebaran Financial
-$489K -16,514 Closed
CFAM
418
Center For Asset Management
Florida
-$458K -15,473 Closed
CAC
419
Certified Advisory Corp
Florida
-$392K -13,227 Closed
BCA
420
Bay Colony Advisors
Massachusetts
-$388K -13,113 Closed
SG
421
StoneX Group
New York
-$364K -12,296 Closed
SIA
422
Strategic Investment Advisors
Michigan
-$345K -11,654 Closed
AIA
423
Acute Investment Advisory
Arizona
-$338K -11,399 Closed
DJSG
424
D.J. St. Germain
Massachusetts
-$328K -11,090 Closed
WPWM
425
Windward Private Wealth Management
Kansas
-$294K -9,935 Closed