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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
SS
151
Simplicity Solutions
Minnesota
$3.25M +$2.99M +104,581 +851%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$3.2M +$3.29M +115,201 New
OIA
153
OneDigital Investment Advisors
Kansas
$3.18M +$279K +9,778 +9%
MCC
154
Money Concepts Capital
Florida
$3.14M +$175K +6,140 +6%
IAN
155
Integrated Advisors Network
Texas
$3.11M +$3.2M +112,063 New
AWA
156
Arete Wealth Advisors
Illinois
$3.08M -$493K -17,259 -13%
HAS
157
HBW Advisory Services
California
$3M -$25K -875 -0.8%
Stifel Financial
158
Stifel Financial
Missouri
$2.96M +$34K +1,190 +1%
ICMP
159
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.89M -$955K -33,426 -24%
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$2.85M -$326K -11,419 -10%
WAS
161
Wealth Advisory Solutions
Indiana
$2.84M +$2.92M +102,159 New
TWP
162
Tempus Wealth Planning
California
$2.79M +$41.4K +1,450 +1%
SC
163
Savant Capital
Illinois
$2.79M +$77.9K +2,728 +3%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$2.76M +$962K +33,680 +51%
ARC
165
Advisor Resource Council
Texas
$2.34M -$3.52M -123,261 -59%
CA
166
CGN Advisors
Kansas
$2.31M -$1.22M -42,731 -34%
OPS
167
Orion Portfolio Solutions
Nebraska
$2.23M +$360K +12,588 +19%
WP
168
WealthShield Partners
North Carolina
$2.19M -$334K -11,684 -13%
LFA
169
Laraway Financial Advisors
Minnesota
$2.17M -$78.3K -2,740 -3%
LMGAM
170
Liberty Mutual Group Asset Management
Massachusetts
$2.15M +$2.21M +77,200 New
SCP
171
Syntal Capital Partners
Texas
$2.05M +$111K +3,890 +6%
WWM
172
Wiser Wealth Management
Georgia
$2.03M +$36.8K +1,288 +2%
JSL
173
JT Stratford LLC
Georgia
$2.01M -$259K -9,058 -11%
CWM
174
Cahaba Wealth Management
Georgia
$1.96M +$217K +7,600 +12%
RC
175
Roundview Capital
New Jersey
$1.96M -$1.84M -64,563 -48%