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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
AFS
101
Amtrust Financial Services
New York
$6.6M
RIM
102
Rockbridge Investment Management
New York
$6.4M -$416K -15,597 -6%
FFS
103
Founders Financial Securities
Maryland
$6.35M -$363K -13,621 -5%
NAS
104
Nicolet Advisory Services
Wisconsin
$6.33M -$668K -25,088 -9%
RCS
105
Retirement Capital Strategies
California
$6.13M +$6.2M +232,664 New
Citadel Advisors
106
Citadel Advisors
Florida
$6.05M -$11M -412,400 -64%
TA
107
TrueWealth Advisors
Alabama
$5.91M -$520K -19,535 -8%
SA
108
Stewardship Advisors
Pennsylvania
$5.89M -$218K -8,176 -4%
UBS Group
109
UBS Group
Switzerland
$5.79M -$6.87M -257,704 -54%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$5.76M -$233K -8,747 -4%
AMR
111
Asset Management Resources
Massachusetts
$5.72M +$1.03M +38,693 +22%
Mirae Asset Global Investments
112
Mirae Asset Global Investments
South Korea
$5.6M +$1.54M +57,926 +38%
MIAN
113
Mariner Independent Advisor Network
Kansas
$5.58M -$5.9M -221,325 -51%
IA
114
IFG Advisory
Georgia
$5.46M +$239K +8,979 +5%
AP
115
Appleton Partners
Massachusetts
$5.44M +$75.4K +2,830 +1%
LA
116
LexAurum Advisors
Kansas
$5.37M -$1.61M -60,305 -23%
WAS
117
Wealth Advisory Solutions
Indiana
$5.3M +$2.63M +98,844 +97%
BFA
118
Beaumont Financial Advisors
Massachusetts
$5.18M +$4.89M +183,478 +1,408%
WFS
119
Weitzel Financial Services
Iowa
$5.06M -$9.75M -366,032 -66%
TC
120
TownSquare Capital
Utah
$5.02M -$731K -27,436 -13%
EGA
121
E&G Advisors
Texas
$4.83M -$323K -12,139 -6%
W
122
Wealthquest
Ohio
$4.76M +$1.82M +68,344 +61%
Renaissance Technologies
123
Renaissance Technologies
New York
$4.69M +$4.74M +178,000 New
APC
124
Aspire Private Capital
North Carolina
$4.67M +$4.36M +163,530 +1,202%
SEIA
125
Signature Estate & Investment Advisors
California
$4.66M +$626K +23,489 +15%