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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
ACP
151
Aveo Capital Partners
Colorado
$2.23M +$417K +15,918 +22%
AWS
152
Atria Wealth Solutions
New York
$2.21M +$271K +10,344 +13%
RCM
153
Raleigh Capital Management
North Carolina
$2.19M +$237K +9,052 +12%
CF
154
Convergence Financial
Missouri
$2.17M -$123K -4,691 -5%
MFG
155
Merit Financial Group
Georgia
$2.12M -$216K -8,229 -9%
CA
156
CoreCap Advisors
Michigan
$2.12M +$1.17M +44,608 +111%
AMR
157
Asset Management Resources
Massachusetts
$2.11M -$3.47M -132,206 -61%
LSAG
158
Lake Street Advisors Group
New Hampshire
$2.08M +$2.18M +83,302 New
TVAMP
159
Tennessee Valley Asset Management Partners
Tennessee
$2.08M +$1.58M +60,305 +264%
MCC
160
Money Concepts Capital
Florida
$2.06M -$467K -17,830 -18%
ICMP
161
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.04M -$667K -25,449 -24%
ZIM
162
Zacks Investment Management
Illinois
$2.04M +$1.92M +73,416 +898%
LA
163
Lifeworks Advisors
Michigan
$2.03M +$1.41M +53,977 +189%
Commonwealth Equity Services
164
Commonwealth Equity Services
Massachusetts
$1.96M -$503K -19,194 -20%
VAS
165
Vestmark Advisory Solutions
Massachusetts
$1.96M +$149K +5,686 +8%
WFA
166
Wipfli Financial Advisors
Wisconsin
$1.95M +$895K +34,145 +78%
GWM
167
Geneos Wealth Management
Colorado
$1.95M -$259K -9,866 -11%
OPS
168
Orion Portfolio Solutions
Nebraska
$1.93M -$171K -6,523 -8%
LFA
169
Laraway Financial Advisors
Minnesota
$1.93M -$4.98K -190 -0.2%
CI
170
CX Institutional
Indiana
$1.9M -$2.24M -85,593 -53%
AWM
171
Axxcess Wealth Management
California
$1.89M +$177K +6,770 +10%
CA
172
CGN Advisors
Kansas
$1.89M -$336K -12,825 -14%
WP
173
WealthShield Partners
North Carolina
$1.89M -$87.8K -3,348 -4%
TA
174
TrueWealth Advisors
Alabama
$1.82M -$3.97M -151,509 -68%
WWM
175
Wiser Wealth Management
Georgia
$1.82M +$30.8K +1,176 +2%