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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
BC
26
Brio Consultants
California
$41.8M +$17.4M +608,729 +68%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
27
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$41.7M +$42.9M +1,500,000 New
NEWAS
28
N.E.W. Advisory Services
Wisconsin
$41M -$9.75M -341,256 -20%
Creative Planning
29
Creative Planning
Kansas
$40.4M -$6.98M -244,372 -14%
WFPG
30
Waller Financial Planning Group
Ohio
$37.8M -$2.5M -87,518 -6%
KW
31
KWB Wealth
California
$37.4M -$126K -4,413 -0.3%
AssetMark Inc
32
AssetMark Inc
California
$35.9M -$25.1M -878,434 -41%
BSWM
33
Boston Standard Wealth Management
Massachusetts
$35.6M +$1.3M +45,387 +4%
TFA
34
Tobias Financial Advisors
Florida
$34.9M +$35.9M +1,256,928 New
MFS
35
McNamara Financial Services
Massachusetts
$34.2M +$998K +34,938 +3%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$32.6M +$5.44M +190,562 +19%
GLA
37
Good Life Advisors
Pennsylvania
$32.3M +$6.67M +233,266 +25%
MML Investors Services
38
MML Investors Services
Massachusetts
$31M +$8.48M +296,752 +36%
RWM
39
Reston Wealth Management
Virginia
$30.9M +$132K +4,631 +0.4%
CCFM
40
Clear Creek Financial Management
Washington
$29.3M +$7.48M +261,716 +33%
WA
41
Waverly Advisors
Alabama
$28.1M +$1.25M +43,785 +5%
MD
42
Money Design
Japan
$26.1M +$487K +17,048 +2%
ASW
43
Astoria Strategic Wealth
Texas
$25.5M -$462K -16,161 -2%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$25.1M +$728K +25,474 +3%
IWM
45
IHT Wealth Management
Illinois
$24.8M +$25M +875,812 +5,469%
BlackRock
46
BlackRock
New York
$23.7M +$3.9M +136,472 +19%
MGIA
47
Moneta Group Investment Advisors
Missouri
$22.8M +$671K +23,487 +3%
Wells Fargo
48
Wells Fargo
California
$22.1M -$2.29M -80,052 -9%
PAS
49
Park Avenue Securities
New York
$22M -$4.14M -145,019 -15%
HWA
50
Heartwood Wealth Advisors
Virginia
$21.1M +$1.82M +63,673 +9%