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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
HAS
151
HBW Advisory Services
California
$2.99M +$148K +5,546 +5%
OMC
152
Old Mission Capital
Illinois
$2.85M +$2.88M +107,959 New
BFA
153
Brown Financial Advisory
Alabama
$2.83M -$4.18M -156,916 -59%
ICMP
154
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.83M +$86.6K +3,252 +3%
EFL
155
ERn Financial LLC
Wisconsin
$2.75M -$681K -25,544 -20%
Stifel Financial
156
Stifel Financial
Missouri
$2.75M -$57.2K -2,145 -2%
MCC
157
Money Concepts Capital
Florida
$2.67M -$332K -12,450 -11%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$2.58M -$34.6K -1,299 -1%
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$2.58M -$128K -4,809 -5%
TWP
160
Tempus Wealth Planning
California
$2.54M -$114K -4,286 -4%
CWM
161
Cahaba Wealth Management
Georgia
$2.52M +$587K +22,022 +30%
MFG
162
Merit Financial Group
Georgia
$2.46M +$2.13M +79,845 +599%
CGFA
163
Colton Groome Financial Advisors
North Carolina
$2.45M -$801K -30,067 -24%
JP Morgan Chase
164
JP Morgan Chase
New York
$2.44M +$2.07M +77,735 +523%
CF
165
Convergence Financial
Missouri
$2.42M +$1.63M +61,007 +198%
CA
166
CGN Advisors
Kansas
$2.33M +$146K +5,483 +7%
GWM
167
Geneos Wealth Management
Colorado
$2.33M +$685K +25,713 +41%
GKWIM
168
Gerber Kawasaki Wealth & Investment Management
California
$2.22M +$1.83M +68,600 +441%
OPS
169
Orion Portfolio Solutions
Nebraska
$2.21M +$94.9K +3,561 +4%
SWP
170
Stratos Wealth Partners
Ohio
$2.15M -$1.28M -48,211 -37%
WP
171
WealthShield Partners
North Carolina
$2.08M +$7.3K +274 +0.3%
RCM
172
Raleigh Capital Management
North Carolina
$2.08M +$941K +35,310 +81%
AWS
173
Atria Wealth Solutions
New York
$2.06M +$340K +12,757 +19%
LFA
174
Laraway Financial Advisors
Minnesota
$2.04M -$18.7K -700 -0.9%
DWM
175
Destination Wealth Management
California
$2.03M +$1.07M +40,191 +109%