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State Street SPDR Portfolio Aggregate Bond ETF

416 hedge funds and large institutions have $4.72B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 190 increasing their positions, 139 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 139

13% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 40

10% more funds holding in top 10

Funds holding in top 10: 5257 (+5)

6% more capital invested

Capital invested by funds: $4.45B → $4.72B (+$269M)

3.05% more ownership

Funds ownership: 67.85%70.91% (+3.1%)

0% more funds holding

Funds holding: 415416 (+1)

98% less call options, than puts

Call options by funds: $200K | Put options by funds: $12.4M

Holders
416
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
6.53%
Holding in Top 10
57
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.62%
% of All Funds
0.89%
New
45
Increased
190
Reduced
139
Closed
40
Calls
$200K
Puts
$12.4M
Net Calls
-$12.2M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Advisornet Financial
Minnesota
$631K +$134K +5,247 +27%
NCM
252
Northwest Capital Management
Oregon
$610K +$615K +24,038 New
VIA
253
Vickerman Investment Advisors
Washington
$592K -$13.8K -541 -2%
SFG
254
Snider Financial Group
Washington
$590K +$214K +8,355 +56%
GIA
255
Gladstone Institutional Advisory
Florida
$578K -$59.8K -2,337 -9%
WWM
256
Western Wealth Management
Colorado
$571K +$46.8K +1,830 +9%
SFS
257
Security Financial Services
Indiana
$563K +$568K +22,211 New
SSC
258
Syverson Strege & Co
Iowa
$556K +$1.89K +74 +0.3%
LA
259
LexAurum Advisors
Kansas
$553K -$4.02M -157,145 -88%
FMWA
260
Forvis Mazars Wealth Advisors
Missouri
$552K +$3.86K +151 +0.7%
ARC
261
Advisor Resource Council
Texas
$519K -$2.09M -81,541 -80%
HA
262
Hofer & Associates
California
$499K +$22K +859 +5%
AT
263
American Trust
Kentucky
$481K -$2.25K -88 -0.5%
Prudential Financial
264
Prudential Financial
New Jersey
$478K +$2.05K +80 +0.4%
FCH
265
Freestone Capital Holdings
Washington
$474K +$29.5K +1,155 +7%
PPWM
266
PFG Private Wealth Management
Florida
$467K +$25.8K +1,007 +6%
DC
267
Davenport & Co
Virginia
$466K -$6.68K -261 -1%
API
268
Advisor Partners II
California
$464K +$9.05K +354 +2%
ATPW
269
Ashton Thomas Private Wealth
Arizona
$461K +$281 +11 +0.1%
AAS
270
Avantax Advisory Services
Texas
$460K +$59.8K +2,339 +15%
WS
271
Wedbush Securities
California
$456K +$206K +8,035 +81%
VC
272
Vicus Capital
Pennsylvania
$454K -$10.6K -416 -2%
CWM
273
Congress Wealth Management
Massachusetts
$452K +$80K +3,129 +21%
MHR
274
Matthew Hamilton Rosenberg
$442K -$529K -20,671 -54%
CA
275
Continuum Advisory
Idaho
$437K -$147K -5,730 -25%