We are live on ! Find out more
SPAB icon

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
CAN
126
Cetera Advisor Networks
California
$4.64M +$294K +11,023 +7%
AWA
127
Aquire Wealth Advisors
Utah
$4.61M -$88.1K -3,307 -2%
FPWM
128
FSB Premier Wealth Management
Iowa
$4.59M -$163K -6,130 -3%
CWM
129
Cornerstone Wealth Management
Missouri
$4.54M -$39.2K -1,472 -0.8%
GM
130
GeoWealth Management
Illinois
$4.49M +$260K +9,767 +6%
SS
131
Simplicity Solutions
Minnesota
$4.28M +$1.21M +45,459 +39%
CI
132
CX Institutional
Indiana
$4.26M +$4.31M +161,719 New
PFA
133
Pure Financial Advisors
California
$4.21M -$2.19M -82,348 -34%
EIA
134
Eldridge Investment Advisors
New Hampshire
$4.17M +$430K +16,128 +11%
FFG
135
Fullen Financial Group
Ohio
$4.12M +$270K +10,115 +7%
PL
136
Protective Life
Alabama
$3.95M +$4M +150,000 New
SFA
137
Source Financial Advisors
New York
$3.91M -$75.9K -2,848 -2%
CAAM
138
Cornerstone Advisors Asset Management
Pennsylvania
$3.89M +$479K +17,990 +14%
WMS
139
Wealth Management Solutions
Pennsylvania
$3.85M -$3.19M -119,724 -45%
IWN
140
Independent Wealth Network
Iowa
$3.85M -$440K -16,527 -10%
PFA
141
Peak Financial Advisors
Colorado
$3.83M -$1.54M -57,698 -28%
SC
142
Savant Capital
Illinois
$3.76M +$1.13M +42,277 +42%
CIC
143
Carnegie Investment Counsel
Ohio
$3.6M -$9.72K -365 -0.3%
NI
144
NYL Investors
New York
$3.13M -$18.7K -700 -0.6%
KAS
145
Kestra Advisory Services
Texas
$3.12M -$612K -22,967 -16%
FIM
146
Freedom Investment Management
Connecticut
$3.11M -$189K -7,078 -6%
JSL
147
JT Stratford LLC
Georgia
$3.05M +$1.15M +43,318 +60%
AWA
148
Arete Wealth Advisors
Illinois
$3.03M +$104K +3,897 +4%
OIA
149
OneDigital Investment Advisors
Kansas
$3.03M +$8.5K +319 +0.3%
IAN
150
Integrated Advisors Network
Texas
$3.02M +$65.2K +2,448 +2%