We are live on ! Find out more
SPAB icon

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
RWM
26
Reston Wealth Management
Virginia
$36M +$6.75M +253,392 +23%
KW
27
KWB Wealth
California
$34.3M +$982K +36,867 +3%
Wells Fargo
28
Wells Fargo
California
$34.2M +$13.4M +503,699 +63%
MFS
29
McNamara Financial Services
Massachusetts
$33.5M +$1.12M +41,968 +3%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$31.7M +$32M +1,202,644 New
Jane Street
31
Jane Street
New York
$31.6M -$116M -4,357,555 -78%
ACM
32
AlphaStar Capital Management
North Carolina
$31.1M -$9.52M -357,257 -23%
GLA
33
Good Life Advisors
Pennsylvania
$30.4M -$216K -8,117 -0.7%
Creative Planning
34
Creative Planning
Kansas
$30.2M -$8.19M -307,281 -21%
MD
35
Money Design
Japan
$27.3M +$2.55M +95,846 +10%
BA
36
Bristlecone Advisors
Washington
$27.2M +$27.5M +1,030,982 New
WA
37
Waverly Advisors
Alabama
$26.5M -$138K -5,195 -0.5%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$25.7M +$1.9M +71,236 +8%
IWM
39
IHT Wealth Management
Illinois
$24.7M +$1.21M +45,431 +5%
BlackRock
40
BlackRock
New York
$24.1M +$1.61M +60,371 +7%
PAS
41
Park Avenue Securities
New York
$22.7M +$1.81M +67,979 +9%
MML Investors Services
42
MML Investors Services
Massachusetts
$21.5M -$7.99M -299,898 -27%
TFA
43
Tobias Financial Advisors
Florida
$21.4M -$11.8M -443,862 -35%
WFPG
44
Waller Financial Planning Group
Ohio
$21.4M -$14.7M -550,045 -40%
IA
45
IFP Advisors
Florida
$20.6M
UCFA
46
United Capital Financial Advisors
Texas
$20.1M +$178K +6,678 +0.9%
EH
47
Equitable Holdings
New York
$19.2M +$2.93M +110,072 +18%
MGIA
48
Moneta Group Investment Advisors
Missouri
$18.9M -$2.76M -103,686 -13%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$18.6M +$286K +10,743 +2%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$18.6M -$928K -34,823 -5%