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
FFG
126
Fullen Financial Group
Ohio
$3.96M +$119K +4,524 +3%
UBS Group
127
UBS Group
Switzerland
$3.89M -$1.67M -63,881 -29%
PFA
128
Pure Financial Advisors
California
$3.88M -$108K -4,129 -3%
PL
129
Protective Life
Alabama
$3.74M
IWN
130
Independent Wealth Network
Iowa
$3.7M +$61.5K +2,348 +2%
SC
131
Savant Capital
Illinois
$3.68M +$126K +4,824 +3%
SFA
132
Source Financial Advisors
New York
$3.34M -$384K -14,647 -10%
CWM
133
Cahaba Wealth Management
Georgia
$3.18M +$840K +32,031 +34%
NI
134
NYL Investors
New York
$3.03M +$70.8K +2,700 +2%
JSL
135
JT Stratford LLC
Georgia
$2.96M +$84.1K +3,210 +3%
WMS
136
Wealth Management Solutions
Pennsylvania
$2.9M -$775K -29,570 -20%
AWA
137
Arete Wealth Advisors
Illinois
$2.88M +$14.2K +543 +0.5%
GKWIM
138
Gerber Kawasaki Wealth & Investment Management
California
$2.84M +$783K +29,861 +35%
HAS
139
HBW Advisory Services
California
$2.8M -$28.2K -1,076 -0.9%
KAS
140
Kestra Advisory Services
Texas
$2.75M -$212K -8,082 -7%
IAN
141
Integrated Advisors Network
Texas
$2.73M -$134K -5,115 -4%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$2.63M +$192K +7,343 +8%
FIM
143
Freedom Investment Management
Connecticut
$2.62M -$347K -13,228 -11%
Stifel Financial
144
Stifel Financial
Missouri
$2.53M -$69.4K -2,649 -3%
SHJ
145
Sharkey, Howes & Javer
Colorado
$2.5M +$2.62M +100,044 New
EFL
146
ERn Financial LLC
Wisconsin
$2.49M -$124K -4,727 -5%
DWM
147
Destination Wealth Management
California
$2.43M +$536K +20,448 +27%
TWP
148
Tempus Wealth Planning
California
$2.38M -$20.6K -785 -0.8%
DA
149
Detalus Advisors
Missouri
$2.3M -$5.99M -228,506 -71%
SFS
150
Sowell Financial Services
Arkansas
$2.27M +$2.38M +90,937 New