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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
BHWM
51
Bay Harbor Wealth Management
Maryland
$18.6M +$18.8M +704,307 +424,281%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$17.7M +$1.15M +43,054 +7%
SWM
53
SigFig Wealth Management
California
$17.6M -$690K -25,895 -4%
T
54
TrueFG
Texas
$17.6M +$730K +27,384 +4%
HighTower Advisors
55
HighTower Advisors
Illinois
$17.6M -$1.13M -42,383 -6%
Truist Financial
56
Truist Financial
North Carolina
$17.5M -$2.41M -90,612 -12%
WWA
57
WCG Wealth Advisors
Nevada
$16.6M +$16.8M +628,694 New
FWM
58
Frontier Wealth Management
Missouri
$16.2M -$79.1M -2,970,222 -83%
LFG
59
Larson Financial Group
Missouri
$15.7M +$1.84M +69,126 +13%
WI
60
WrapManager Inc
California
$15.6M -$12.2K -458 -0.1%
ASW
61
Astoria Strategic Wealth
Texas
$15.5M -$8.86M -332,401 -36%
FSG
62
Financial Strategies Group
Michigan
$15M +$52.4K +1,967 +0.3%
CFO
63
Capitol Family Office
Oregon
$14.7M +$407K +15,265 +3%
GWAG
64
Garrett Wealth Advisory Group
Texas
$14.3M +$9.87M +370,513 +216%
CCFM
65
Clear Creek Financial Management
Washington
$14.2M -$13.8M -516,617 -49%
AA
66
Advisory Alpha
Michigan
$13.6M -$1.82M -68,307 -12%
Bank of Nova Scotia
67
Bank of Nova Scotia
Ontario, Canada
$13.2M
Ameriprise
68
Ameriprise
Minnesota
$12.9M +$2.78M +104,331 +27%
Toronto Dominion Bank
69
Toronto Dominion Bank
Ontario, Canada
$12.8M -$2.66M -100,000 -17%
PI
70
PFS Investments
Georgia
$12.7M -$6.8M -255,315 -35%
PFG
71
PAX Financial Group
Texas
$12.7M +$552K +20,723 +4%
AWM
72
AE Wealth Management
Kansas
$12.4M -$484K -18,173 -4%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$12.4M +$6.47M +242,768 +107%
BCM
74
Beaumont Capital Management
Massachusetts
$12.2M -$953K -35,780 -7%
RI
75
Rinkey Investments
California
$11.6M +$1.11M +41,759 +11%