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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
FAIM
76
Financial Advocates Investment Management
Washington
$10.9M +$4.78M +182,366 +72%
GAG
77
GM Advisory Group
New York
$10.4M +$855K +32,618 +9%
TCPWM
78
Traverso Chambers Private Wealth Management
California
$10.3M +$10.5M +399,817 +3,206%
TWM
79
Trinity Wealth Management
Pennsylvania
$9.09M -$1.42M -54,149 -13%
FWI
80
Facet Wealth Inc
Maryland
$8.38M +$37.9K +1,447 +0.4%
PWPS
81
Pinnacle Wealth Planning Services
Ohio
$8.18M +$445K +16,968 +5%
Ameriprise
82
Ameriprise
Minnesota
$8.13M -$4.32M -164,917 -34%
MPW
83
Melone Private Wealth
Michigan
$7.7M +$499K +19,049 +7%
TCM
84
Towercrest Capital Management
Pennsylvania
$7.6M -$369K -14,083 -4%
SPA
85
Sentinel Pension Advisors
Massachusetts
$7.4M -$480K -18,303 -6%
LWAC
86
Laurel Wealth Advisors (California)
California
$7.19M +$6.48M +247,347 +605%
US Bancorp
87
US Bancorp
Minnesota
$7.13M -$372K -14,187 -5%
SFG
88
StrategIQ Financial Group
Indiana
$7.12M -$264K -10,085 -3%
UWM
89
USAdvisors Wealth Management
Minnesota
$6.97M +$156K +5,940 +2%
AWMG
90
Alliance Wealth Management Group
New Jersey
$6.81M -$472K -17,997 -6%
RIM
91
Rockbridge Investment Management
New York
$6.65M +$624K +23,821 +10%
EIA
92
Eldridge Investment Advisors
New Hampshire
$6.65M +$2.83M +108,042 +68%
UF
93
Univest Financial
Pennsylvania
$6.63M +$5.26M +200,587 +307%
BS
94
Banco Santander
Spain
$6.55M -$228K -8,679 -3%
APC
95
Aspire Private Capital
North Carolina
$6.39M +$2.07M +79,075 +45%
AFS
96
Amtrust Financial Services
New York
$6.25M
GFS
97
GYL Financial Synergies
Connecticut
$6.08M -$568K -21,673 -8%
Citadel Advisors
98
Citadel Advisors
Florida
$6.02M +$300K +11,457 +5%
PPP
99
Private Portfolio Partners
New Jersey
$5.91M +$6.2M +236,713 New
HI
100
Horizon Investments
North Carolina
$5.62M -$731K -27,883 -11%