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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
CWM
126
Cornerstone Wealth Management
Missouri
$4.83M +$345K +12,089 +7%
PWP
127
Personal Wealth Partners
Minnesota
$4.76M +$250K +8,750 +5%
GWAG
128
Garrett Wealth Advisory Group
Texas
$4.76M +$1.88M +65,821 +62%
CAN
129
Cetera Advisor Networks
California
$4.59M -$266K -9,327 -5%
TPA
130
Trivium Point Advisory
Connecticut
$4.57M +$4.77M +167,029 New
IWN
131
Independent Wealth Network
Iowa
$4.51M +$104K +3,624 +2%
GM
132
GeoWealth Management
Illinois
$4.46M -$572K -20,028 -11%
CG
133
Colony Group
Massachusetts
$4.33M +$4.45M +155,807 New
Mirae Asset Global Investments
134
Mirae Asset Global Investments
South Korea
$4.29M +$725K +25,374 +20%
SEIA
135
Signature Estate & Investment Advisors
California
$4.26M +$10.4K +364 +0.2%
FHA
136
Flagship Harbor Advisors
Massachusetts
$4.24M +$862K +30,159 +25%
SFA
137
Source Financial Advisors
New York
$4.21M -$240K -8,398 -5%
FFG
138
Fullen Financial Group
Ohio
$4.06M -$58.5K -2,046 -1%
EIA
139
Eldridge Investment Advisors
New Hampshire
$3.95M -$1.92M -67,154 -32%
KAS
140
Kestra Advisory Services
Texas
$3.92M +$267K +9,361 +7%
CIC
141
Carnegie Investment Counsel
Ohio
$3.81M +$119K +4,165 +3%
EFL
142
ERn Financial LLC
Wisconsin
$3.61M -$404K -14,142 -10%
SWP
143
Stratos Wealth Partners
Ohio
$3.61M -$6.32M -221,260 -63%
CAAM
144
Cornerstone Advisors Asset Management
Pennsylvania
$3.6M +$374K +13,092 +11%
FIM
145
Freedom Investment Management
Connecticut
$3.48M -$138K -4,822 -4%
CGFA
146
Colton Groome Financial Advisors
North Carolina
$3.42M -$61K -2,135 -2%
CFG
147
Cooper Financial Group
California
$3.4M +$56.4K +1,974 +2%
RWM
148
Ritholtz Wealth Management
New York
$3.37M -$2.77K -97 -0.1%
W
149
Wealthquest
Ohio
$3.33M
NI
150
NYL Investors
New York
$3.32M +$60K +2,100 +2%