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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
GP
26
Girard Partners
Pennsylvania
$34.9M -$138K -5,268 -0.4%
KW
27
KWB Wealth
California
$33.3M +$935K +35,651 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
28
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$32.4M -$5.24M -200,000 -13%
GVAG
29
Great Valley Advisor Group
Delaware
$31.5M +$24M +915,935 +263%
RWM
30
Reston Wealth Management
Virginia
$29.4M -$4.89M -186,433 -14%
GLA
31
Good Life Advisors
Pennsylvania
$28.8M -$20.9K -798 -0.1%
MD
32
Money Design
Japan
$27.3M +$1.49M +56,911 +5%
Toronto Dominion Bank
33
Toronto Dominion Bank
Ontario, Canada
$27.1M +$15.7M +600,000 +123%
BlackRock
34
BlackRock
New York
$25.7M +$3.05M +116,362 +13%
WA
35
Waverly Advisors
Alabama
$25.7M +$629K +23,985 +2%
Creative Planning
36
Creative Planning
Kansas
$25.4M -$3.37M -128,542 -11%
Wells Fargo
37
Wells Fargo
California
$25M -$7.74M -295,340 -23%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$24.9M +$603K +22,996 +2%
BA
39
Bristlecone Advisors
Washington
$23.9M -$1.97M -75,053 -7%
ACM
40
AlphaStar Capital Management
North Carolina
$23.6M -$6.13M -233,739 -20%
IWM
41
IHT Wealth Management
Illinois
$23.3M -$140K -5,333 -0.6%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$21.5M +$4.08M +155,479 +22%
MML Investors Services
43
MML Investors Services
Massachusetts
$21.3M +$936K +35,693 +4%
Truist Financial
44
Truist Financial
North Carolina
$20.5M +$4.17M +159,084 +24%
IA
45
IFP Advisors
Florida
$20.2M -$186K -7,109 -2%
EH
46
Equitable Holdings
New York
$19.4M +$1.37M +52,451 +7%
PAS
47
Park Avenue Securities
New York
$18.9M -$2.69M -102,719 -12%
WFPG
48
Waller Financial Planning Group
Ohio
$18.4M -$1.89M -72,036 -9%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$18.4M +$7M +266,908 +57%
SWM
50
SigFig Wealth Management
California
$17.4M -$366K -13,971 -2%