We are live on ! Find out more
SPAB icon

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
AP
101
Appleton Partners
Massachusetts
$5.47M +$340K +12,970 +6%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$5.46M +$10.2K +389 +0.2%
FFS
103
Founders Financial Securities
Maryland
$5.45M -$600K -22,906 -9%
OIA
104
OneDigital Investment Advisors
Kansas
$5.31M +$2.57M +97,955 +85%
Mirae Asset Global Investments
105
Mirae Asset Global Investments
South Korea
$5.3M
CWM
106
Cornerstone Wealth Management
Missouri
$5.16M +$898K +34,249 +20%
PFA
107
Peak Financial Advisors
Colorado
$5.13M +$1.58M +60,098 +41%
NAS
108
Nicolet Advisory Services
Wisconsin
$5.12M -$866K -33,024 -14%
HF
109
HRT Financial
New York
$5.01M +$5.26M +200,838 New
TC
110
TownSquare Capital
Utah
$4.8M +$49.8K +1,899 +1%
CAN
111
Cetera Advisor Networks
California
$4.7M +$314K +11,995 +7%
SEIA
112
Signature Estate & Investment Advisors
California
$4.65M +$254K +9,686 +5%
FHA
113
Flagship Harbor Advisors
Massachusetts
$4.46M -$6.15M -234,785 -57%
GM
114
GeoWealth Management
Illinois
$4.44M +$195K +7,457 +4%
BFA
115
Brown Financial Advisory
Alabama
$4.41M +$1.81M +69,206 +64%
SAM
116
Stringer Asset Management
Tennessee
$4.38M +$450K +17,171 +37%
LWMG
117
Levy Wealth Management Group
Pennsylvania
$4.32M +$2.94M +112,313 +185%
AWA
118
Aquire Wealth Advisors
Utah
$4.3M -$72.2K -2,753 -2%
FPWM
119
FSB Premier Wealth Management
Iowa
$4.29M -$66.9K -2,552 -1%
MIAN
120
Mariner Independent Advisor Network
Kansas
$4.27M -$1.07M -40,734 -19%
BFA
121
Beaumont Financial Advisors
Massachusetts
$4.25M -$688K -26,240 -13%
EGA
122
E&G Advisors
Texas
$4.19M -$400K -15,278 -8%
LA
123
LexAurum Advisors
Kansas
$4.17M -$957K -36,499 -18%
WFS
124
Weitzel Financial Services
Iowa
$4.11M -$713K -27,213 -14%
CAAM
125
Cornerstone Advisors Asset Management
Pennsylvania
$4.02M +$350K +13,357 +9%