We are live on ! Find out more
SPAB icon

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
Creative Planning
51
Creative Planning
Kansas
$20M -$698K -27,273 -3%
PI
52
PFS Investments
Georgia
$19.7M +$1.87M +73,179 +10%
AA
53
Advisory Alpha
Michigan
$19.5M +$6.95M +271,795 +55%
PAS
54
Park Avenue Securities
New York
$18.9M +$914K +35,727 +5%
T
55
TrueFG
Texas
$18.6M +$929K +36,309 +5%
WWA
56
WCG Wealth Advisors
Nevada
$17.6M +$1.04M +40,470 +6%
TFA
57
Tobias Financial Advisors
Florida
$17.5M +$29.5K +1,153 +0.2%
GWAG
58
Garrett Wealth Advisory Group
Texas
$17.4M +$708K +27,690 +4%
MML Investors Services
59
MML Investors Services
Massachusetts
$16.9M -$3.25M -126,972 -16%
MGIA
60
Moneta Group Investment Advisors
Missouri
$16.5M -$1.78M -69,589 -10%
IWM
61
IHT Wealth Management
Illinois
$16M +$1.19M +46,433 +8%
FSG
62
Financial Strategies Group
Michigan
$16M +$2.44M +95,443 +18%
LFG
63
Larson Financial Group
Missouri
$15.2M +$2.14M +83,556 +16%
OIA
64
OneDigital Investment Advisors
Kansas
$14.7M +$2.04M +79,700 +16%
Mariner
65
Mariner
Kansas
$14.6M +$1.15M +44,850 +8%
WP
66
WealthPLAN Partners
Nebraska
$14.3M +$646K +25,259 +5%
US Bancorp
67
US Bancorp
Minnesota
$14.2M +$2.79M +109,002 +24%
TWM
68
Trinity Wealth Management
Pennsylvania
$14.1M +$798K +31,204 +6%
BCM
69
Beaumont Capital Management
Massachusetts
$13.6M -$2.35M -91,938 -15%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$13.5M -$850K -33,238 -6%
OMC
71
Old Mission Capital
Illinois
$13.5M +$12.9M +504,103 +1,890%
RI
72
Rinkey Investments
California
$13.3M +$435K +17,019 +3%
IWC
73
Integrated Wealth Concepts
Massachusetts
$13.3M +$12.4M +484,771 +1,181%
ASW
74
Astoria Strategic Wealth
Texas
$13.1M -$141K -5,518 -1%
LEFP
75
Leading Edge Financial Planning
Tennessee
$13M +$1.83M +71,369 +16%