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SPDR Loomis Sayles Opportunistic Bond ETF

7 hedge funds and large institutions have $45M invested in SPDR Loomis Sayles Opportunistic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
-1
Holders Change %
-12.5%
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
2
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFGM
1
Marshall Financial Group (Maryland)
Maryland
$26.7M +$2.78M +108,288 +12%
HW
2
Hedeker Wealth
Illinois
$8.35M +$8.35M +324,859 New
ACP
3
Aveo Capital Partners
Colorado
$4.11M -$266K -10,338 -6%
APWA
4
Atlas Private Wealth Advisors
New Jersey
$2.8M +$2.8M +109,090 New
Jane Street
5
Jane Street
New York
$2.71M -$1.14M -44,319 -30%
PWM
6
Perigon Wealth Management
California
$213K +$18.1K +705 +9%
AF
7
Advisornet Financial
Minnesota
$118K
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
-$615K -23,250 Closed
Citadel Advisors
9
Citadel Advisors
Florida
-$274K -10,338 Closed
Wells Fargo
10
Wells Fargo
California
-$6.41K -242 Closed