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SPDR Loomis Sayles Opportunistic Bond ETF

8 hedge funds and large institutions have $45.2M invested in SPDR Loomis Sayles Opportunistic Bond ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
3
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFGM
1
Marshall Financial Group (Maryland)
Maryland
$26.4M -$567K -21,883 -2%
HW
2
Hedeker Wealth
Illinois
$8.63M +$211K +8,156 +3%
APWA
3
Atlas Private Wealth Advisors
New Jersey
$8.16M +$5.33M +205,829 +189%
ACP
4
Aveo Capital Partners
Colorado
$1.08M -$3M -117,455 -74%
Citadel Advisors
5
Citadel Advisors
Florida
$627K +$627K +24,218 New
Wells Fargo
6
Wells Fargo
California
$245K +$245K +9,446 New
AF
7
Advisornet Financial
Minnesota
$144K +$25.1K +970 +21%
UBS Group
8
UBS Group
Switzerland
$2.18K +$2.18K +84 New
Jane Street
9
Jane Street
New York
-$2.71M -105,468 Closed
PWM
10
Perigon Wealth Management
California
-$213K -8,274 Closed