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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
IA
76
IFG Advisory
Georgia
$12.8M -$450K -17,609 -3%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$12.8M +$3.44M +134,620 +36%
CL
78
Choreo LLC
Illinois
$12.8M +$327K +12,773 +3%
CAN
79
Cetera Advisor Networks
California
$12.7M -$2.33M -91,095 -15%
PWPS
80
Pinnacle Wealth Planning Services
Ohio
$12.4M +$763K +29,845 +7%
JCM
81
Jacobi Capital Management
Pennsylvania
$12.3M +$284K +11,120 +2%
UCFA
82
United Capital Financial Advisors
Texas
$12.2M -$13.2K -516 -0.1%
RIM
83
Rockbridge Investment Management
New York
$12.2M +$36.1K +1,410 +0.3%
DC
84
Destiny Capital
Colorado
$12M -$113K -4,420 -0.9%
CCFM
85
Clear Creek Financial Management
Washington
$11.6M -$1.09M -42,524 -8%
SC
86
Savant Capital
Illinois
$11.3M -$263K -10,262 -2%
PFG
87
PAX Financial Group
Texas
$11.2M +$396K +15,477 +4%
BS
88
Banco Santander
Spain
$10.8M +$2.4M +94,000 +28%
HI
89
Horizon Investments
North Carolina
$10.4M +$1.74M +68,068 +20%
FFS
90
Founders Financial Securities
Maryland
$9.79M +$1.65M +64,512 +20%
AC
91
AIFG Consultants
New York
$9.49M +$138K +5,406 +1%
HighTower Advisors
92
HighTower Advisors
Illinois
$9.27M -$954K -37,297 -9%
MPW
93
Melone Private Wealth
Michigan
$9.09M +$457K +17,878 +5%
TCM
94
Towercrest Capital Management
Pennsylvania
$9.08M +$16.3K +636 +0.2%
TA
95
TrueWealth Advisors
Alabama
$9.01M +$6.4M +250,086 +238%
CAAM
96
Cornerstone Advisors Asset Management
Pennsylvania
$8.73M +$1.81M +70,949 +26%
NA
97
NewEdge Advisors
Louisiana
$8.5M +$8.47M +330,971 +7,802%
RA
98
RFG Advisory
Alabama
$8.46M +$238K +9,322 +3%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$8.42M -$1.93M -75,509 -19%
Jane Street
100
Jane Street
New York
$8.35M -$4.53M -177,237 -35%