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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
State Street
1
State Street
Massachusetts
$355M -$21M -736,526 -5%
GI
2
Gradient Investments
Minnesota
$235M +$21.8M +761,684 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$231M +$12.7M +443,115 +6%
LPL Financial
4
LPL Financial
California
$222M +$22.9M +801,722 +11%
RIG
5
RiverFront Investment Group
Virginia
$201M -$9.53M -333,627 -4%
SMM
6
Stadion Money Management
Georgia
$200M +$184M +6,427,707 +835%
CPO
7
Cerity Partners OCIO
New York
$193M +$6.66M +233,265 +3%
RA
8
Rational Advisors
New York
$162M +$167M +5,842,700 New
Jane Street
9
Jane Street
New York
$154M +$158M +5,543,135 +39,864%
RA
10
RFG Advisory
Alabama
$121M +$23.3M +814,606 +23%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$103M +$21.4M +747,995 +25%
FWM
12
Frontier Wealth Management
Missouri
$97.3M +$14.4M +505,636 +16%
TC
13
Trilogy Capital
California
$96.1M +$12.3M +430,228 +14%
WCWM
14
Willow Creek Wealth Management
California
$86.5M +$4.57M +159,981 +5%
WP
15
WealthSource Partners
California
$79.8M +$23.4M +818,821 +40%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$65M +$8.68M +303,811 +15%
Osaic Holdings
17
Osaic Holdings
Arizona
$63.8M -$4.33M -151,379 -6%
RJA
18
Raymond James & Associates
Florida
$62.4M +$2.29M +80,209 +4%
Morgan Stanley
19
Morgan Stanley
New York
$61.1M -$15.4M -537,679 -20%
PAG
20
Private Advisor Group
New Jersey
$57.5M +$2.6M +90,895 +5%
BAAM
21
Baker Avenue Asset Management
California
$52.6M +$551K +19,275 +1%
AF
22
Allworth Financial
California
$48.9M -$752K -26,328 -1%
ACM
23
AlphaStar Capital Management
North Carolina
$42.8M +$9.13M +319,404 +26%
BFG
24
Barber Financial Group
Kansas
$42.6M -$1.74M -60,974 -4%
GP
25
Girard Partners
Pennsylvania
$42.1M -$2.25M -78,629 -5%