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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
WMS
101
Wealth Management Solutions
Pennsylvania
$7.38M +$580K +20,305 +8%
BFA
102
Brown Financial Advisory
Alabama
$7.35M +$5.47M +191,481 +262%
LA
103
LexAurum Advisors
Kansas
$7.33M -$2.31M -80,889 -23%
FAIM
104
Financial Advocates Investment Management
Washington
$7.22M -$4.96M -173,480 -40%
TA
105
TrueWealth Advisors
Alabama
$7.22M
NAS
106
Nicolet Advisory Services
Wisconsin
$7.2M -$264K -9,240 -3%
RIM
107
Rockbridge Investment Management
New York
$7.16M +$262K +9,174 +4%
FFS
108
Founders Financial Securities
Maryland
$7.08M +$3.35M +117,256 +85%
AFS
109
Amtrust Financial Services
New York
$6.96M
PFA
110
Pure Financial Advisors
California
$6.73M +$204K +7,135 +3%
BOC
111
Bull Oak Capital
California
$6.63M +$1.45M +50,859 +27%
SA
112
Stewardship Advisors
Pennsylvania
$6.44M -$6.23M -217,948 -48%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$6.32M -$54.2K -1,898 -0.8%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$6.29M -$1.37M -48,079 -18%
TC
115
TownSquare Capital
Utah
$6.05M +$141K +4,922 +2%
BWFA
116
Baltimore-Washington Financial Advisors
Maryland
$6.04M +$674K +23,592 +13%
FWI
117
Facet Wealth Inc
Maryland
$5.93M +$297K +10,406 +5%
US Bancorp
118
US Bancorp
Minnesota
$5.87M -$174K -6,090 -3%
AP
119
Appleton Partners
Massachusetts
$5.66M +$227K +7,959 +4%
PFA
120
Peak Financial Advisors
Colorado
$5.64M +$176K +6,148 +3%
IA
121
IFG Advisory
Georgia
$5.51M -$756K -26,463 -12%
EGA
122
E&G Advisors
Texas
$5.43M -$576K -20,159 -9%
AWA
123
Aquire Wealth Advisors
Utah
$4.95M -$2.69K -94 -0.1%
AMR
124
Asset Management Resources
Massachusetts
$4.95M +$1.9M +66,374 +59%
FPWM
125
FSB Premier Wealth Management
Iowa
$4.84M -$240K -8,395 -4%