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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
JCM
76
Jacobi Capital Management
Pennsylvania
$11.4M +$4.21M +158,109 +58%
VAG
77
VisionPoint Advisory Group
Texas
$11.2M +$3.46M +129,893 +45%
TWM
78
Trinity Wealth Management
Pennsylvania
$11M -$631K -23,699 -5%
FHA
79
Flagship Harbor Advisors
Massachusetts
$10.9M +$6.95M +260,978 +171%
FTA
80
Financial & Tax Architects
Missouri
$10.1M +$553K +20,760 +6%
GAG
81
GM Advisory Group
New York
$10.1M +$8.34M +313,160 +452%
Bank of America
82
Bank of America
North Carolina
$9.38M -$689K -25,876 -7%
GVAG
83
Great Valley Advisor Group
Delaware
$9.18M -$179K -6,726 -2%
FWI
84
Facet Wealth Inc
Maryland
$9.02M +$3.44M +129,191 +61%
DA
85
Detalus Advisors
Missouri
$8.45M +$998K +37,455 +13%
TCM
86
Towercrest Capital Management
Pennsylvania
$8.4M -$443K -16,639 -5%
BWA
87
Burt Wealth Advisors
Maryland
$8.36M +$8.45M +317,265 New
SPA
88
Sentinel Pension Advisors
Massachusetts
$8.29M -$372K -13,970 -4%
PWPS
89
Pinnacle Wealth Planning Services
Ohio
$8.19M -$876K -32,879 -10%
ARC
90
Advisor Resource Council
Texas
$8M +$5.85M +219,381 +260%
US Bancorp
91
US Bancorp
Minnesota
$7.91M +$2.37M +88,945 +42%
SFG
92
StrategIQ Financial Group
Indiana
$7.78M -$470K -17,655 -6%
AWMG
93
Alliance Wealth Management Group
New Jersey
$7.66M -$553K -20,761 -7%
MPW
94
Melone Private Wealth
Michigan
$7.6M +$244K +9,146 +3%
UWM
95
USAdvisors Wealth Management
Minnesota
$7.21M -$140K -5,241 -2%
BS
96
Banco Santander
Spain
$7.14M
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$7.14M +$4.15M +155,624 +135%
GFS
98
GYL Financial Synergies
Connecticut
$6.99M -$143K -5,380 -2%
HI
99
Horizon Investments
North Carolina
$6.67M -$852K -31,988 -11%
FAIM
100
Financial Advocates Investment Management
Washington
$6.66M -$195K -7,306 -3%