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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
UCFA
51
United Capital Financial Advisors
Texas
$21M +$107K +3,738 +0.5%
Truist Financial
52
Truist Financial
North Carolina
$21M -$2.81M -98,219 -12%
IA
53
IFP Advisors
Florida
$20.6M +$8.95M +313,249 +888%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$20.6M -$219K -7,653 -1%
PI
55
PFS Investments
Georgia
$20.5M +$1.95M +68,356 +10%
HighTower Advisors
56
HighTower Advisors
Illinois
$19.7M +$871K +30,492 +4%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$19.3M +$771K +26,989 +4%
SWM
58
SigFig Wealth Management
California
$18.4M -$561K -19,619 -3%
Citadel Advisors
59
Citadel Advisors
Florida
$17.8M +$2.69M +94,275 +17%
T
60
TrueFG
Texas
$17.8M +$185K +6,474 +1%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$17.5M -$476K -16,651 -3%
EH
62
Equitable Holdings
New York
$17.1M +$15.6M +544,597 +755%
WI
63
WrapManager Inc
California
$16.4M +$1.27M +44,517 +8%
Toronto Dominion Bank
64
Toronto Dominion Bank
Ontario, Canada
$16.3M +$16.8M +587,000 New
AA
65
Advisory Alpha
Michigan
$16.2M -$69.6M -2,436,808 -81%
FSG
66
Financial Strategies Group
Michigan
$15.7M -$6.67M -233,482 -29%
WFS
67
Weitzel Financial Services
Iowa
$15.5M +$273K +9,557 +2%
CFO
68
Capitol Family Office
Oregon
$15M +$14.4M +504,134 +1,355%
LFG
69
Larson Financial Group
Missouri
$14.6M +$2.69M +94,024 +22%
GSWM
70
Golden State Wealth Management
California
$14.5M +$520K +18,214 +4%
WP
71
WealthPLAN Partners
Nebraska
$14.3M -$106K -3,715 -0.7%
WIM
72
WealthPlan Investment Management
Nebraska
$14.3M +$15.4M +537,609 New
Bank of Nova Scotia
73
Bank of Nova Scotia
Ontario, Canada
$13.9M +$14.3M +500,000 New
BCM
74
Beaumont Capital Management
Massachusetts
$13.8M +$82.3K +2,881 +0.6%
AWM
75
AE Wealth Management
Kansas
$13.6M +$1.9M +66,563 +16%