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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
GAG
176
GM Advisory Group
New York
$1.93M +$1.98M +69,330 New
CWM
177
Congress Wealth Management
Massachusetts
$1.9M -$451K -15,797 -19%
VAS
178
Vestmark Advisory Solutions
Massachusetts
$1.87M +$53.3K +1,867 +3%
LWAC
179
Laurel Wealth Advisors (California)
California
$1.84M -$4.8M -168,136 -72%
AWS
180
Atria Wealth Solutions
New York
$1.82M +$1.87M +65,586 New
Koshinski Asset Management
181
Koshinski Asset Management
Illinois
$1.81M -$115K -4,028 -6%
PAG
182
Paladin Advisory Group
Iowa
$1.8M +$1.86M +64,934 New
MHR
183
Matthew Hamilton Rosenberg
$1.78M -$1.8M -63,119 -50%
RJFSA
184
Raymond James Financial Services Advisors
Florida
$1.74M +$58.3K +2,042 +3%
GWM
185
Geneos Wealth Management
Colorado
$1.73M -$1.35M -47,153 -43%
WFA
186
Wipfli Financial Advisors
Wisconsin
$1.7M +$1.75M +61,082 New
TLFA
187
True Link Financial Advisors
California
$1.69M -$163K -5,720 -9%
NRI
188
NFP Retirement Inc
California
$1.67M +$467K +16,352 +37%
OGF
189
Orin Green Financial
California
$1.66M -$3.09K -108 -0.2%
BCI
190
Brinker Capital Investments
Pennsylvania
$1.61M -$1.62M -56,866 -50%
HIIFS
191
Harel Insurance Investments & Financial Services
Israel
$1.6M
USCWA
192
U.S. Capital Wealth Advisors
Texas
$1.59M +$9.29K +325 +0.6%
LFS
193
Lutz Financial Services
Nebraska
$1.47M +$13.9K +486 +0.9%
Goldman Sachs
194
Goldman Sachs
New York
$1.46M
IWP
195
IAG Wealth Partners
Wisconsin
$1.46M -$46.3K -1,620 -3%
Mariner
196
Mariner
Kansas
$1.42M +$574K +20,091 +65%
SW
197
SlateStone Wealth
Florida
$1.4M -$214K -7,494 -13%
ATPW
198
Ashton Thomas Private Wealth
Arizona
$1.39M -$37.7K -1,319 -3%
CA
199
Cetera Advisors
Colorado
$1.38M +$514 +18 +0%
FPW
200
Flagship Private Wealth
Massachusetts
$1.37M +$330K +11,552 +31%